Rancho Cucamonga Estate Planning Lawyer, California

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Timothy J. Doherty
About | Practice Areas
Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
Experience You Can Trust

The topic of wills and trusts can be confusing, but my job is to help you decide what’s right for you. Call me to set up a free consultation.

800-878-0640
1. Timothy J. Doherty Medford, OR
  Attorney at Law- OR
  Empire College School of Law, J.D. 2012
2. AboutLaw Office of Timothy J. Doherty
  Experience You Can Trust
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

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3633 Inland Empire Boulevard, Ontario, CA 91764

Margarita Lynn Stone

Corporate Tax, Tax, International Tax, Gift Taxation

Status: In Good Standing Licensed: 20 Years

CONTACT

10681 Foothill Blvd, Rancho Cucamonga, CA 91730

Geoffrey William Newman

Other, Estate Planning, Unfair Labor Practices, Criminal

Status: In Good Standing Licensed: 28 Years

CONTACT

10737 Laurel St, Rancho Cucamonga, CA 91730

Ronald Hilton Martin

Estate Administration, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

6120 Rainbow Falls Court, Rancho Cucamonga, CA 91737

Heather L. Holmes

Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 9 Years

CONTACT

8333 Foothill Blvd, Rancho Cucamonga, CA 91730

Donnasue Smith Ortiz

Trusts, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 37 Years

CONTACT

10700 Civic Center Dr, Rancho Cucamonga, CA 91730

Eric N Chung

Estate Planning, Workers' Compensation, Contract, Personal Injury, Family Law

Status: In Good Standing Licensed: 16 Years

CONTACT

8577 Haven Ave, Rancho Cucamonga, CA 91730

Hugh Tabor Verano

Estate Planning, International Tax, Medical Malpractice, Admiralty & Maritime, Family Law

Status: Inactive Licensed: 51 Years

CONTACT

Rancho Cucamonga, CA 91730

Hugh Tabor Verano

Estate Planning, International Tax, Medical Malpractice, Admiralty & Maritime, Family Law

Status: Inactive Licensed: 51 Years

CONTACT

Rancho Cucamonga, CA 91730

Hugh Tabor Verano

Estate Planning, International Tax, Medical Malpractice, Admiralty & Maritime, Family Law

Status: Inactive Licensed: 51 Years

CONTACT

Rancho Cucamonga, CA 91730

800-923-0641

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LEGAL TERMS

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SURROGATE COURT

See probate court.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Rancho Cucamonga Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Angela Y. Shin

Margarita Lynn Stone

Geoffrey William Newman

Ronald Hilton Martin

Heather L. Holmes

Donnasue Smith Ortiz

Eric N Chung

Hugh Tabor Verano

Hugh Tabor Verano

Hugh Tabor Verano

TIPS

LEGAL TERMS

FINAL BENEFICIARY

ABSTRACT OF TRUST

ANCILLARY PROBATE

MINERAL RIGHTS

PRETERMITTED HEIR

SURROGATE COURT

TRUST MERGER

SURVIVING SPOUSE'S TRUST

LAPSE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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