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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

Andrea Kristina Shoup

Lawsuit & Dispute, Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

39755 Date St, Murrieta, CA 92563

Carmen C Lastra

Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

27257 Presley St, Sun City, CA 92586

Courtney Myron Coates

Estate Planning, Business & Trade, Corporate, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

1 Better World Circle, Temecula, CA 92590

Dustin James Wetton

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

38605 Calistoga Dr, Murrieta, CA 92563

Elaine J. Guthormsen

Tax, Trusts, Gift Taxation, Wills

Status: In Good Standing Licensed: 11 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

Elaine Joy Serrao

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 11 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

Gregory Charles Ashcraft

Estate Administration, Trusts, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 11 Years

CONTACT

29970 Technology Dr, Murrieta, CA 92563

Jennifer Lee Gaipo

Estate Planning

Status: In Good Standing Licensed: 11 Years

CONTACT

35459 Azalea Cir, Winchester, CA 92596

Jennifer Lynn Bursch

Commercial Real Estate, Land Use & Zoning, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

25026 Las Brisas Rd, Murrieta, CA 92562

Jerry Mark Lobb

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

800-923-0641

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LEGAL TERMS

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

DEED OF TRUST

See trust deed.

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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Winchester Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Andrea Kristina Shoup

Carmen C Lastra

Courtney Myron Coates

Dustin James Wetton

Elaine J. Guthormsen

Elaine Joy Serrao

Gregory Charles Ashcraft

Jennifer Lee Gaipo

Jennifer Lynn Bursch

Jerry Mark Lobb

TIPS

LEGAL TERMS

ESTATE TAXES

MARITAL LIFE ESTATE TRUST

HOLOGRAPHIC WILL

BENEFICIARY

CONTINGENT BENEFICIARY

ANCILLARY PROBATE

DEVISEE

DISCHARGE (OF PROBATE ADMINISTRATOR)

DEED OF TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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