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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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Marc Thomas Mackenzie

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Wills & Probate

I became an estate planning attorney because I want to help families. The legal system can be confusing and intimidating, but it doesn’t have to be.... (more)

CONTACT

805-409-3878

310 N Westlake Blvd, Thousand Oaks, CA 91362

Jay Dautin Rockey

Estate, Real Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

5743 Corsa Ave, Westlake Village, CA 91362

James Daniel Stephens

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

30200 Agoura Rd, Agoura Hills, CA 91301

David Harris Lieberthal

Trusts, Corporate, Contract, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

30700 Russell Ranch Rd, Newbury Park, CA 91362

Stephanie Michelle Manis

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

Barbara Louise Taaff

Wills, Trusts, Estate Planning, Accident & Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

Mark Christopher Sherwood

Wills, Trusts, Business, Accident & Injury

Status: In Good Standing Licensed: 34 Years

CONTACT

5655 Lindero Canyon Rd, Newbury Park, CA 91362

Donald William Flaig

Trusts, Estate, Employee Rights, Business

Status: In Good Standing Licensed: 27 Years

CONTACT

5707 Corsa Ave, Newbury Park, CA 91362

Alan M. Insul

Real Estate, Wills & Probate, Business, Private Schools

Status: In Good Standing

CONTACT

5743 Corsa Ave, Westlake Village, CA 91362

Kenneth Wayne Kossoff

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

5743 Corsa Ave, Newbury Park, CA 91362

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

BENEFICIARY

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

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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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Agoura Hills Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Marc Thomas Mackenzie

Jay Dautin Rockey

James Daniel Stephens

David Harris Lieberthal

Stephanie Michelle Manis

Barbara Louise Taaff

Mark Christopher Sherwood

Donald William Flaig

Alan M. Insul

Kenneth Wayne Kossoff

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

TRUST MERGER

GENERATION-SKIPPING TRUST

PERSONAL PROPERTY

TESTAMENTARY TRUST

BENEFICIARY

ACCUMULATION TRUST

SPECIAL ADMINISTRATOR

PROVING A WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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