Sacramento County, CA Trusts Lawyers

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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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Michael R. Kelly

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Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

At Miner & Kelly, our mission is to protect and assert client’s rights while guiding them through the legal process, to provide excellent personal s... (more)

FREE CONSULTATION

CONTACT

800-954-5781

813 F Street, Sacramento, CA 95814

Anastasia Salmon

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

4180 Truxel Road, Sacramento, CA 95834

Robert Logan

Wills & Probate, Trusts, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

404 Natoma Street, Folsom, CA 95630

Victor Waid

Estate, Trusts

Status: In Good Standing Licensed: 53 Years

FREE CONSULTATION

CONTACT

333 University Avenue, Sacramento, CA 95825

Richard Allen Lewis

Tax, Wills & Probate, Trusts, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 36 Years

CONTACT

2020 L Street, Sacramento, CA 95811

John M. Goralka

International Tax, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

4470 Duckhorn Dr, Sacramento, CA 95834

Jennifer S. Rouse

Wills, Wills & Probate, Trusts, Corporate

Status: In Good Standing Licensed: 26 Years

CONTACT

1555 River Park Dr, Sacramento, CA 95815

Frans Wiete Ter Haar

Trusts, Estate Planning, Estate Administration, Wills & Probate

Status: In Good Standing Licensed: 33 Years

FREE CONSULTATION

CONTACT

1903 21St Street, Sacramento, CA 95811

Jonathan Paul Huber

Trusts, Estate, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 21 Years

CONTACT

650 University Ave, Sacramento, CA 95825

Graham Barton Mcdougal

Wills, Wills & Probate, Trusts, Corporate, Business

Status: In Good Standing Licensed: 26 Years

CONTACT

2500 Venture Oaks Way, Sacramento, CA 95833

800-923-0641

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LEGAL TERMS

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

CREDIT SHELTER TRUST

See AB trust.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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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Sacramento County, CA Trusts Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Michael R. Kelly

Anastasia Salmon

Robert Logan

Victor Waid

Richard Allen Lewis

John M. Goralka

Jennifer S. Rouse

Frans Wiete Ter Haar

Jonathan Paul Huber

Graham Barton Mcdougal

TIPS

LEGAL TERMS

PER STIRPES

INHERITANCE TAXES

SUMMARY PROBATE

GRANT DEED

INTESTATE SUCCESSION

PROVING A WILL

CREDIT SHELTER TRUST

INTER VIVOS TRUST

TRUSTEE POWERS

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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