Roseville 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

Christine James

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Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

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800-816-3270

915 Highland Pointe Drive, Roseville, CA 95678

Preston A. Marx

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Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

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530-537-2915

11641 Blocker Dr, Auburn, CA 95603

Brian L. Coggins

Tax, International, Estate Planning, Corporate

Status: In Good Standing

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9001 Foothills Blvd, Roseville, CA 95747

Brandi R. Turner

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

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2489 Sunrise Boulevard, Rancho Cordova, CA 95670

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

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4359 Town Center Boulevard, El Dorado Hills, CA 95762

Amanda Uhrhammer

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

FREE CONSULTATION

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815 S Street, Sacramento, CA 95811

Scott D. Christensen

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

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500 Auburn-Folsom Road, Auburn, CA 95603

Caitlin Elizabeth Ross

Tax, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 25 Years

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919 Reserve Dr, Roseville, CA 95678

Ernest Hastings Tuttle

Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 22 Years

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100 Estates Dr, Roseville, CA 95678

Darrel Craig Rumley

Trusts, Estate Planning, Divorce, Bankruptcy

Status: In Good Standing

CONTACT

915 Highland Pointe Dr, Roseville, CA 95678

800-923-0641

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LEGAL TERMS

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

MARITAL LIFE ESTATE TRUST

See AB trust.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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Roseville Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Christine James

Preston A. Marx

Brian L. Coggins

Brandi R. Turner

Timothy Allen Charshaf

Amanda Uhrhammer

Scott D. Christensen

Caitlin Elizabeth Ross

Ernest Hastings Tuttle

Darrel Craig Rumley

TIPS

LEGAL TERMS

INTESTATE SUCCESSION

STATUTORY SHARE

TRUST DEED

BENEFICIARY

QDOT TRUST

DISTRIBUTEE

MARITAL LIFE ESTATE TRUST

PREDECEASED SPOUSE

CHARITABLE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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