Walterville 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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Includes: Gift Taxation

Jacob K. Clifton

Wills & Probate, Estate Planning, Business Organization, Administrative Law

Status:

CONTACT

975 Oak Street, Citizen's Building, Eugene, OR 97401

Richard L. Larson

Real Estate, Wills & Probate, Estate Planning, Corporate, Commercial Real Estate

Status:

CONTACT

975 Oak Street, Citizen's Building, Eugene, OR 97401

Michael E. Adams

Landlord-Tenant, Real Estate, Estate Planning, Business

Status: Licensed: 24 Years

CONTACT

1195 Main Street, Sweet Home, OR 97386

John R Wittwer

Power of Attorney, Real Estate, Estate Planning, Adoption, Divorce & Family Law

Status: Licensed: 50 Years

CONTACT

1019 Main St, Sweet Home, OR 97386

R. Scott Corey

Trusts, Estate Planning, Wills & Probate

Status: Licensed: 34 Years

CONTACT

626 B St, Springfield, OR 97477

Ryan R. Baker

Estate Administration, Estate Planning, Divorce & Family Law, Elder Law, Business

Status: Licensed: 9 Years

CONTACT

188 W B St, Springfield, OR 97477

Wendy Sue Stultz

Sales & Use Tax, Tax, Gift Taxation, Employee Rights

Status: Licensed: 19 Years

CONTACT

3520 Mahlon Ave, Eugene, OR 97401

Matthew L Bromley

Landlord-Tenant, Estate Planning, Estate, Bankruptcy & Debt

Status: Licensed: 13 Years

CONTACT

2850 Crescent Ave, Eugene, OR 97408

Julia Manela

Commercial Real Estate, Estate Planning, Commercial Bankruptcy, Bankruptcy & Debt

Status: Licensed: 22 Years

CONTACT

497 Oakway Rd, Eugene, OR 97401

Michael E. Loch

Wills, Estate Planning, Estate, Accident & Injury

Status: Licensed: 12 Years

CONTACT

1515 Agate St, Eugene, OR 97403

800-923-0641

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LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

CREDIT SHELTER TRUST

See AB trust.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

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. ...

Walterville Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jacob K. Clifton

Richard L. Larson

Michael E. Adams

John R Wittwer

R. Scott Corey

Ryan R. Baker

Wendy Sue Stultz

Matthew L Bromley

Julia Manela

Michael E. Loch

TIPS

LEGAL TERMS

QTIP TRUST

GRANT DEED

CREDIT SHELTER TRUST

TRUSTEE POWERS

CONSERVATOR

PROBATE

POUR-OVER WILL

ABSTRACT OF TRUST

AB TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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