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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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Amiel Lee Wade

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Divorce & Family Law, Estate, Lawsuit & Dispute, Real Estate, Business

Attorney Wade specializes in civil litigation, conducting jury trials in complex cases and in helping individuals and businesses in every phase of the... (more)

CONTACT

669-327-8148

84 W Santa Clara St, San Jose, CA 95113

Dixon Ray Howell

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Estate, Lawsuit & Dispute, Real Estate

Dixon Howell received his Bachelor of Arts degree, cum laude, Business Economics and Accounting, from Claremont McKenna College. He obtained his Juris... (more)

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408-979-7800

1800 Hamilton Ave, San Jose, CA 95125

Richard Alan Wingerden

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Estate, Trusts, Wills & Probate, Estate Planning, Power of Attorney

Mr. Wingerden is very knowledgeable in the area of estate planning. As your lawyer, the main goal is to execute a legal document that clearly preserve... (more)

FREE CONSULTATION

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800-940-6950

777 N 1St St, San Jose, CA 95112

James Patrick Cilley

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Estate, Wills & Probate, Trusts, Estate Planning, Power of Attorney

James P. Cilley is certified as a Specialist in trust and estate litigation, fiduciary disputes, and elder abuse actions by the California State Bar B... (more)

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408-998-9500

2502 Stevens Creek Boulevard, San Jose, CA 95128

John D. Teter

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Tax, Estate Planning, Contract, Real Estate Other, Wills & Probate

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws... (more)

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408-866-1810

1361 South Winchester Boulevard, San Jose, CA 95128

Amiel Lee Wade

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Divorce & Family Law, Estate, Lawsuit & Dispute, Real Estate, Business

Wade law Group has a proven track record of successfully representing clients in a manner that gets winning results, and has caused the firm to become... (more)

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800-869-9941

262 East Main Street, Los Gatos, CA 95030

Cynthia S. Cho

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Estate Planning, Contract, Dispute Resolution, Elder Law, Family Law

Cynthia Cho is the founder of the CC Law Group and its principal attorney.Cynthia has built her reputation as a highly successful attorney by being no... (more)

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800-891-9771

3900 Newpark Mall Road, 3rd Floor, Newark, CA 94560

Reshma Kamath

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Business, Lawsuit & Dispute, Estate

Reshma Kamath is litigation counsel for civil-business, property disputes, probate, technology, landlord-tenant, amongst other matters, in the State o... (more)

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650-257-0719

700 El Camino Real Rd, Menlo Park, CA 94025

Yair Chaver

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Estate, Trusts, Wills

FREE CONSULTATION

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831-430-6816

PO Box 831, Santa Cruz, CA 95061

Paul John Barulich

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Estate, Real Estate, Trusts, Lawsuit & Dispute, Business

Paul J. Barulich is the founder, Shareholder, and Director at Barulich Dugoni & Suttmann Law Group, Inc. Mr. Barulich's law practice focuses on estate... (more)

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800-965-3480

577 Airport Blvd, Burlingame, CA 94010

800-923-0641

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LEGAL TERMS

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.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

BENEFICIARY

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

TRUSTEE POWERS

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

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.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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San Jose Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Amiel Lee Wade

Dixon Ray Howell

Richard Alan Wingerden

James Patrick Cilley

John D. Teter

Amiel Lee Wade

Cynthia S. Cho

Reshma Kamath

Yair Chaver

Paul John Barulich

TIPS

LEGAL TERMS

QDOT TRUST

GENERATION-SKIPPING TRUST

DOWER AND CURTESY

EXEMPTION TRUST

AB TRUST

BENEFICIARY

LIFE BENEFICIARY

TRUSTEE POWERS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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