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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: Estate Administration, Living Wills, Wills

Eda Jane Cole

Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

999 5th Ave, San Rafael, CA 94901

Elizabeth Jayne Nuss

Litigation, Wills, Trusts, Personal Injury

Status: In Good Standing Licensed: 12 Years

CONTACT

369B 3Rd St, San Rafael, CA 94901

Glenn W. Angers

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

28 Hillcrest Drive, San Rafael, CA 94901

Helen Olive Milowe

Other, Wills, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

4 Bridge Ave, San Rafael, CA 94960

Houman Chitsaz

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

Status: In Good Standing Licensed: 22 Years

CONTACT

999 Fifth Avenue, San Rafael, CA 94901

Houman Chitsaz

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

Status: In Good Standing Licensed: 22 Years

CONTACT

790 Mission Avenue, San Rafael, CA 94901

Jamie Shepherd

Litigation, Wills, Trusts, Criminal

Status: In Good Standing Licensed: 8 Years

CONTACT

166 Great Circle Dr, Mill Valley, CA 94941

Jeffrey Joel Brown

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

Status: Inactive Licensed: 18 Years

CONTACT

39 Milland Dr, Mill Valley, CA 94941

Jennie Chia-Huey Liu

Lawsuit & Dispute, Immigration, Wills, Trusts

Status: In Good Standing Licensed: 20 Years

CONTACT

44 Crooked Ave, San Rafael, CA 94960

Jennifer L. Cowan

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 33 Years

CONTACT

1175 West California Avenue, Mill Valley, CA 94941

800-923-0641

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LEGAL TERMS

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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San Quentin Wills & Probate Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Eda Jane Cole

Elizabeth Jayne Nuss

Glenn W. Angers

Helen Olive Milowe

Houman Chitsaz

Houman Chitsaz

Jamie Shepherd

Jeffrey Joel Brown

Jennie Chia-Huey Liu

Jennifer L. Cowan

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

POUR-OVER WILL

FUNDING A TRUST

ESTATE PLANNING

GENERATION-SKIPPING TRANSFER TAX

RESIDUARY BENEFICIARY

INVENTORY

SPRINKLING TRUST

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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