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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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Mark Stevenson

Health Care Other, Gift Taxation, Insurance, Business & Trade

Status: In Good Standing Licensed: 24 Years

CONTACT

6001 Bollinger Canyon Road, San Ramon, CA 94583

Paul Raphael Antebi

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

6001 Bollinger Canyon Road, San Ramon, CA 94583

Farhad Asghar

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 17 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Barry Martin Brents

Tax, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

David Robert Retz

Tax, Gift Taxation

Status: In Good Standing

CONTACT

6001 Bollinger Canyon Road, San Ramon, CA 94583

Mark Stevenson

General Practice

Status: In Good Standing Licensed: 24 Years

CONTACT

6001 Bollinger Canyon Road, San Ramon, CA 94583

Steven Caywood

International, Estate, Employment

Status: In Good Standing Licensed: 12 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Kristin L. Goodin

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 34 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Yen Thanh Pham

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 26 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Tiffany Navarro Santos

Tax, Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 25 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

800-923-0641

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

TITLE COMPANY

A company that issues title insurance.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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 Ramon Estate Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Mark Stevenson

Paul Raphael Antebi

Farhad Asghar

Barry Martin Brents

David Robert Retz

Mark Stevenson

Steven Caywood

Kristin L. Goodin

Yen Thanh Pham

Tiffany Navarro Santos

TIPS

LEGAL TERMS

RESIDUARY ESTATE

PRETERMITTED HEIR

AB TRUST

ADMINISTRATRIX

TITLE COMPANY

BANKRUPTCY ESTATE

INHERIT

CONSERVATOR

ANCILLARY PROBATE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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