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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

Samuel R Justice

Real Estate, Trusts, Estate Planning, Contract

Status: In Good Standing

CONTACT

620 NE 5th Street, Mcminnville, OR 97128

Arthur K Saito

Estate Planning, Family Law, Divorce, Divorce & Family Law

Status: In Good Standing Licensed: 26 Years

CONTACT

552 Commercial St, Astoria, OR 97103

Heather L Reynolds

Commercial Real Estate, Federal, Estate Planning, Corporate

Status: In Good Standing Licensed: 43 Years

CONTACT

Astoria, OR 97103

Laurel Backman-Riddle

International Tax, Elder Law, Estate Planning, Guardianships & Conservatorships

Status: Inactive Licensed: 40 Years

CONTACT

9036 Nw Gales Creek Rd, Gales Creek, OR 97117

Sarah Smyth Mcintosh

Business, Estate Planning, Real Estate Other

Status: In Good Standing Licensed: 38 Years

CONTACT

144 Laneda Ave, Manzanita, OR 97130

Carol Jane Prause

Commercial Real Estate, Electronic Commerce, Estate Planning, Corporate

Status: In Good Standing Licensed: 36 Years

CONTACT

Mcminnville, OR 97128

Daniel R Ordyna

Business & Trade, Trusts, Gift Taxation

Status: Inactive Licensed: 23 Years

CONTACT

1385 Nw Zinfandel Ct, Mcminnville, OR 97128

Catherine A Wright

Wills, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 25 Years

CONTACT

701 NE Evans St, McMinnville, OR 97128

Douglas S Fredricks

Income Tax, Gift Taxation, Estate Planning, Business Organization

Status: In Good Standing Licensed: 44 Years

CONTACT

620 NE 5th St, McMinnville, OR 97128

Dianne Lynn Haugeberg

Estate Planning, Estate, Business

Status: In Good Standing Licensed: 24 Years

CONTACT

620 NE 5th St, McMinnville, OR 97128

800-923-0641

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LEGAL TERMS

NET ESTATE

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

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

DEED OF TRUST

See trust deed.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SURROGATE COURT

See probate court.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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. ...

Rockaway Beach Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Samuel R Justice

Arthur K Saito

Heather L Reynolds

Laurel Backman-Riddle

Sarah Smyth Mcintosh

Carol Jane Prause

Daniel R Ordyna

Catherine A Wright

Douglas S Fredricks

Dianne Lynn Haugeberg

TIPS

LEGAL TERMS

NET ESTATE

PROPERTY CONTROL TRUST

RESIDUARY BENEFICIARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

DEED OF TRUST

EXEMPTION TRUST

SURROGATE COURT

LAPSE

DOWER AND CURTESY

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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