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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

Colleen Van Egmond

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Estate Planning, Trusts, Wills & Probate, Business, Corporate

Colleen Van Egmond is an accomplished lawyer that has extensive legal experience in business planning, business litigation, estate planning, estate li... (more)

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800-925-4951

1207 I Street, Modesto, CA 95354

Ben Roberts

Estate Planning, Elder Law, Constitutional Law, Banking & Finance

Status: In Good Standing

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821 13th Street, Modesto, CA 95354

Gary S. Davis

Mediation, Estate Planning, Transactions, Personal Injury

Status: In Good Standing

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912 11th Street, Modesto, CA 95354

John Tobey Resso

Estate Planning, Construction, Contract, Elder Law, Trusts

Status: In Good Standing

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1020 15Th St, Modesto, CA 95354

Louis Friedman

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 58 Years

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1014 16Th St, Modesto, CA 95354

John Wilmar Jensen

Education, Medicare & Medicaid, Trusts, Estate Planning

Status: In Good Standing Licensed: 73 Years

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1514 H St, Modesto, CA 95354

Robert Watson Crabtree

Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing

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Modesto, CA 95353

Steven Austin Smith

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

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502 13Th St, Modesto, CA 95354

Steven Gus Pallios

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 49 Years

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1601 I St, Modesto, CA 95354

Michael R Stone

Bankruptcy & Debt, Estate, Estate Planning

Status: In Good Standing Licensed: 14 Years

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621 14th Street, Modesto, CA 95354

800-923-0641

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LEGAL TERMS

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

HEIR APPARENT

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

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SURROGATE COURT

See probate court.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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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Ripon Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Colleen Van Egmond

Ben Roberts

Gary S. Davis

John Tobey Resso

Louis Friedman

John Wilmar Jensen

Robert Watson Crabtree

Steven Austin Smith

Steven Gus Pallios

Michael R Stone

TIPS

LEGAL TERMS

PROBATE COURT

GRANTOR RETAINED INCOME TRUST

SPECIFIC BEQUEST

QTIP TRUST

HEIR APPARENT

LAPSE

INTESTATE

SURROGATE COURT

NET ESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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