Roseburg 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

David A Dorsey

Estate Planning, Child Custody, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 45 Years

CONTACT

243 W Commercial, Coos Bay, OR 97420

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

Eldon F Caley

Mediation, Estate Planning, Elder Law, Corporate

Status: Retired Licensed: 68 Years

CONTACT

326 Rose St, Roseburg, OR 97470

Jeffrey Greenwood

Lawsuit, Estate Planning, Family Law

Status: In Good Standing Licensed: 28 Years

CONTACT

1880 Elgarose Rd, Roseburg, OR 97471

Kenneth J Dresser

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

Roseburg, OR 97470

Steven Louis Wilgers

Corporate, International Tax, Civil Rights, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

243 W Commercial Ave, Coos Bay, OR 97420

Thomas F Burke

Commercial Real Estate, Estate Planning

Status: Inactive Licensed: 51 Years

CONTACT

North Bend, OR 97459

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased 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.

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.

SUCCESSOR TRUSTEE

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

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.

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. ...

Roseburg Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

David A Dorsey

Derek D Simmons

Eldon F Caley

Jeffrey Greenwood

Kenneth J Dresser

Steven Louis Wilgers

Thomas F Burke

TIPS

LEGAL TERMS

KINDRED

LAPSE

PERSONAL PROPERTY

STATUTORY SHARE

DEVISEE

FAILURE OF ISSUE

ACCUMULATION TRUST

SUCCESSOR TRUSTEE

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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