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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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Stephen Joseph Healy

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Estate Planning, Workers' Compensation, Insurance, Products Liability, Aviation

Stephen Healy has practiced law for over 27 years, now focusing his practice on asbestos compensation claims and asbestos civil litigation in state an... (more)

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707-772-5496

755 Baywood Drive, Petaluma, CA 94954

Adrienne M. Moran

Government Agencies, Wills & Probate, Products Liability, Medical Malpractice

Status: In Good Standing

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640 Third Street, Santa Rosa, CA 95404

Everett H. Shapiro

Products Liability, Medical Malpractice, Wills & Probate, Government Agencies

Status: In Good Standing

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640 Third Street, Santa Rosa, CA 95404

Craig Welch

Wills, Wills & Probate, Corporate, Contract

Status: In Good Standing

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809 Petaluma Boulevard North, Petaluma, CA 94952

Michael C. Fallon

Bankruptcy & Debt, Wills & Probate, Trusts

Status: In Good Standing Licensed: 45 Years

FREE CONSULTATION

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100 E Street, Ste 219, Santa Rosa, CA 95404

Marie Galanti

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 21 Years

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1180 Fourth Street, Santa Rosa, CA 95404

Debora A. Loughner

Wills, Collaborative Law, Family Law, Divorce

Status: In Good Standing Licensed: 22 Years

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131A Stony Cir, Santa Rosa, CA 95401

James D. Krupka

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

509 Orchard St, Santa Rosa, CA 95404

Daniel J. Galvin

Government Agencies, Wills & Probate, Products Liability, Medical Malpractice

Status: In Good Standing Licensed: 45 Years

CONTACT

640 3rd St, Santa Rosa, CA 95404

Carmen Diane Sinigiani

Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

90 S E St, Santa Rosa, CA 95404

800-923-0641

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LEGAL TERMS

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

DEED OF TRUST

See trust deed.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SURROGATE COURT

See probate court.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

FUNDING A TRUST

Transferring ownership of property to a trust.

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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Santa Rosa Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Stephen Joseph Healy

Adrienne M. Moran

Everett H. Shapiro

Craig Welch

Michael C. Fallon

Marie Galanti

Debora A. Loughner

James D. Krupka

Daniel J. Galvin

Carmen Diane Sinigiani

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LEGAL TERMS

POWER OF APPOINTMENT

DEED OF TRUST

ESTATE TAXES

CERTIFIED COPY

CHARITABLE TRUST

SURVIVING SPOUSE'S TRUST

SURROGATE COURT

GRANTOR RETAINED INCOME TRUST

FUNDING A TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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