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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

Charles Edwin Potter

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

Sacramento, CA 94279

Christian Pedersen Hurley

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

Sacramento, CA 94279

Joan Suyun Huh

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

Sacramento, CA 94279

Jami Kristin Terrell

Gift Taxation, Labor Law, Employee Rights

Status: In Good Standing Licensed: 19 Years

CONTACT

Sacramento, CA 95899

Lisa Celeste Goldkuhl

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 27 Years

CONTACT

925 L St, Sacramento, CA 95814

Randy Merle Ferris

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

731 K Street, Sacramento, CA 95814

Joshua Daniel Booth

Income Tax, Corporate Tax, Tax, Gift Taxation

Status: In Good Standing Licensed: 13 Years

CONTACT

731 K St, Sacramento, CA 95814

Nicholas Kump

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 9 Years

CONTACT

621 Capitol Mall, Sacramento, CA 95814

Paul Sixtus Eck

Workers' Compensation, Estate Planning, Criminal, Public Law

Status: In Good Standing Licensed: 32 Years

CONTACT

1131 S St, Sacramento, CA 95811

Kent William Silvester

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

555 Capitol Mall, Sacramento, CA 95814

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

TITLE COMPANY

A company that issues title insurance.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

MARITAL LIFE ESTATE TRUST

See AB trust.

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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Sacramento Estate Planning Lawyer, California, page 5

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Charles Edwin Potter

Christian Pedersen Hurley

Joan Suyun Huh

Jami Kristin Terrell

Lisa Celeste Goldkuhl

Randy Merle Ferris

Joshua Daniel Booth

Nicholas Kump

Paul Sixtus Eck

Kent William Silvester

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

TESTAMENTARY TRUST

RESIDUARY BENEFICIARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ENDOWMENT INSURANCE

TITLE COMPANY

PER CAPITA

GENERATION-SKIPPING TRUST

MARITAL LIFE ESTATE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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