Verdugo City Estate Planning Lawyer, California, page 2

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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: Gift Taxation

Andrew Glenn Smith

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

Status: In Good Standing

CONTACT

3822 2Nd Avenue, La Crescenta, CA 91214

Angela Berberyan

Trusts, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

225 E Broadway, Glendale, CA 91205

Anna Hovasapian

Income Tax, Federal Employees, Gift Taxation, Corporate

Status: In Good Standing Licensed: 14 Years

CONTACT

1457 N Pacific Ave, Glendale, CA 91202

Antonio Ronaldo Garcia

Estate Planning, Divorce & Family Law, Criminal, Accident & Injury

Status: In Good Standing

CONTACT

1050 W Alameda Ave, Burbank, CA 91506

Armen Baghdasarian

Real Estate, Litigation, Trusts, Estate Planning

Status: In Good Standing

CONTACT

5135 Finehill Ave, La Crescenta, CA 91214

Brendan Patrick Brady

Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

1900 W Mountain St, Glendale, CA 91201

Charles Carter Lee

Landlord-Tenant, Dispute Resolution, Estate Planning, Adoption

Status: In Good Standing Licensed: 48 Years

CONTACT

4938 Commonwealth Ave, La Canada Flintridge, CA 91011

Christie Marie Asselin

Estate Administration, Wills & Probate, Estate Planning, Family Law, Accident & Injury

Status: In Good Standing Licensed: 16 Years

CONTACT

2708 Foothill Blvd, La Crescenta, CA 91214

Christophe John Matarese

Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

500 N Brand Blvd, Glendale, CA 91203

Claudia Haasemann Debernier

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 25 Years

CONTACT

1278 Oak Circle Dr, Glendale, CA 91208

800-923-0641

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LEGAL TERMS

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

FAMILY POT TRUST

See pot trust.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Verdugo City Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Andrew Glenn Smith

Angela Berberyan

Anna Hovasapian

Antonio Ronaldo Garcia

Armen Baghdasarian

Brendan Patrick Brady

Charles Carter Lee

Christie Marie Asselin

Christophe John Matarese

Claudia Haasemann Debernier

TIPS

LEGAL TERMS

TRUST DEED

FAILURE OF ISSUE

SELF-PROVING WILL

FAMILY POT TRUST

CONTINGENT BENEFICIARY

NONPROBATE

AUGMENTED ESTATE

GROSS ESTATE

TRUST MERGER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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