The Dalles Estate Planning Lawyer, Oregon

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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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2. Email
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Includes: Gift Taxation

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Ross Roland Rakow

Civil Rights, Family Law, Estate Planning, Commercial Real Estate

Status: Deceased Licensed: 68 Years

CONTACT

1201 W 10Th St, The Dalles, OR 97058

Kristen Campbell Craven

General Practice

Status: In Good Standing Licensed: 23 Years

CONTACT

919 Cherry Heights Road, The Dalles, OR 97058

Bradley Veo Timmons

Federal, Estate Planning, Civil Rights, Corporate

Status: In Good Standing

CONTACT

The Dalles, OR 97058

Andrew W Carter

Real Estate, Estate Planning, Family Law, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 40 Years

CONTACT

112 W 4th St, The Dalles, OR 97058

Charles K Toole

Commercial Real Estate, International Tax, Electronic Commerce, Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

112 W 4Th St, The Dalles, OR 97058

Jason R Corey

Real Estate, Immigration, Estate Planning, Divorce & Family Law, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

601 Washington St, The Dalles, OR 97058

Shannon L Tissot

Wills & Probate, Estate Planning, Trusts, Estate Planning

Status: In Good Standing

CONTACT

502 Washington St, The Dalles, OR 97058

Laura J Powers

International Tax, Elder Law, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 11 Years

CONTACT

401 E 3Rd St, The Dalles, OR 97058

J Thomas Coats

Estate, Employee Rights

Status: In Good Standing Licensed: 52 Years

CONTACT

112 W 4Th St, The Dalles, OR 97058

Antoine Jean-Marie Tissot

Elder Law, Estate, Real Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

112 W 4Th St, The Dalles, OR 97058

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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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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).

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).

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

The Dalles Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Ross Roland Rakow

Kristen Campbell Craven

Bradley Veo Timmons

Andrew W Carter

Charles K Toole

Jason R Corey

Shannon L Tissot

Laura J Powers

J Thomas Coats

Antoine Jean-Marie Tissot

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

ABATEMENT

OFFICER

NONPROBATE

PER CAPITA

GRANTOR RETAINED INCOME TRUST

ADMINISTRATRIX

SUCCESSION

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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