Riddle Estate Planning Lawyer, Oregon

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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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2. Email
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Includes: Gift Taxation

Christopher D. Mecca

Wills & Probate, Estate Planning, Criminal, Personal Injury

Status: In Good Standing Licensed: 48 Years

CONTACT

245 NW B St, Grants Pass, OR 97526

Craig W Monen

Commercial Real Estate, Estate Planning, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

214 E Main, Rogue River, OR 97537

Deborah L Sorenson

State and Local, Estate Planning, Wrongful Termination, Family Law

Status: In Good Standing

CONTACT

133 NW D St, Grants Pass, OR 97526

Derek D Simmons

Power of Attorney, Estate Planning, Merger & Acquisition, Business Organization, Business

Status: In Good Standing

CONTACT

425 SE Jackson St, Roseburg, OR 97470

Donald Watson

International Tax, Federal, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

3312 Wheat Ridge Dr, Medford, OR 97504

Eldon F Caley

Mediation, Estate Planning, Elder Law, Corporate

Status: Retired Licensed: 69 Years

CONTACT

326 Rose St, Roseburg, OR 97470

Elizabeth Banfield Workman

Real Estate, Estate Planning, Estate, Family Law, Construction

Status: In Good Standing Licensed: 7 Years

CONTACT

111 S.E. 6Th Street, Grants Pass, OR 97528

Gregory M Abel

Civil Rights, Estate Planning, Contract, Criminal, Commercial Real Estate

Status: In Good Standing

CONTACT

1818 E McAndrews Rd, Medford, OR 97504

Jeffrey Greenwood

Lawsuit, Estate Planning, Family Law

Status: In Good Standing Licensed: 28 Years

CONTACT

1880 Elgarose Rd, Roseburg, OR 97471

John D Curtis

Estate Planning, Bankruptcy

Status: Retired Licensed: 35 Years

CONTACT

55 N 3rd St, Lake Oswego, OR 97034

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

FUNDING A TRUST

Transferring ownership of property to a trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Riddle Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Christopher D. Mecca

Craig W Monen

Deborah L Sorenson

Derek D Simmons

Donald Watson

Eldon F Caley

Elizabeth Banfield Workman

Gregory M Abel

Jeffrey Greenwood

John D Curtis

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

ESTATE TAXES

ACCUMULATION TRUST

EXECUTOR

AUGMENTED ESTATE

FUNDING A TRUST

QDOT TRUST

RESIDUARY ESTATE

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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