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Timothy J. Doherty
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Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
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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
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  Estate
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Herbert Matthew Rowland

Professional Responsibility, Construction, Trusts, Products Liability

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Timothy David Frost Barteau

Mass Torts, Trusts, Estate Planning, Products Liability, Personal Injury

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Robert Lewis Harrison

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

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Estate Planning, Workers' Compensation, Business, Trusts, Wills

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Robyn Brook Christo

Litigation, Wills, Trusts, Estate

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Robert Frederick Epstein

Estate Planning, Dispute Resolution, Administrative Law, Commercial Real Estate, Trusts

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Eliot Mark Lippman

Trusts, Estate

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Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 37 Years

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790 Mission Ave, San Rafael, CA 94901

Johanna Theresa Gomez

Mass Torts, Immigration, Trusts, Personal Injury

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Aida Milagros Del Valle

Wills, Trusts, Unfair Labor Practices

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90 Almond Ct, San Rafael, CA 94903

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LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

FAMILY POT TRUST

See pot trust.

TITLE COMPANY

A company that issues title insurance.

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).

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.

CREDIT SHELTER TRUST

See AB trust.

DEVISEE

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

BENEFICIARY

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

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Ross Trusts Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Herbert Matthew Rowland

Timothy David Frost Barteau

Robert Lewis Harrison

Houman Chitsaz

Robyn Brook Christo

Robert Frederick Epstein

Eliot Mark Lippman

Clyde Hobbs Charlton

Johanna Theresa Gomez

Aida Milagros Del Valle

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

FINAL BENEFICIARY

FAMILY POT TRUST

TITLE COMPANY

GRANTOR RETAINED INCOME TRUST

DISTRIBUTEE

CREDIT SHELTER TRUST

DEVISEE

BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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