Rancho Mission Viejo 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

Stephanie Diane Winstead

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

Frank Seddigh

Tax, Gift Taxation, Employee Rights, Business

Status: In Good Standing

CONTACT

31103 Rancho Viejo Road, San Juan Capistrano, CA 92675

Rick James Fenelli

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

24800 Chrisanta Dr, San Juan Capistrano, CA 92691

Bradley Christian Martinson

Commercial Real Estate, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

31899 Del Obispo St, San Juan Capistrano, CA 92675

Stephen James Kepler

Estate Planning

Status: In Good Standing Licensed: 33 Years

CONTACT

28241 Crown Valley Pkwy, Laguna Niguel, CA 92677

William Mark Iadarola

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 34 Years

CONTACT

6B Liberty, Laguna Hills, CA 92656

Gregory J. Anderson

Litigation, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

25909 Pala, San Juan Capistrano, CA 92691

Todd Allen Kraft

International, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

22852 Dominita Rd, Laguna Niguel, CA 92677

Aaron Matthew Tunison

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

5 Abierto Ct, Ladera Ranch, CA 92694

Shelene Marie Nordstrom

Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

27451 Los Altos, San Juan Capistrano, CA 92691

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

CERTIFICATION OF TRUST

See abstract of trust.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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 Mission Viejo Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Stephanie Diane Winstead

Frank Seddigh

Rick James Fenelli

Bradley Christian Martinson

Stephen James Kepler

William Mark Iadarola

Gregory J. Anderson

Todd Allen Kraft

Aaron Matthew Tunison

Shelene Marie Nordstrom

TIPS

LEGAL TERMS

HEIR APPARENT

RULE AGAINST PERPETUITIES

PER STIRPES

CERTIFICATION OF TRUST

SWEARING MATCH

ENTITY

PERSONAL PROPERTY

FAMILY ALLOWANCE

WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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