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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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Jeffrey D Hosking

Construction, Litigation, Estate Planning, Family Law

Status: In Good Standing

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1999 Harrison Street, Oakland, CA 94612

Linda C Roodhouse

Estate Administration, Land Use & Zoning, Municipal, Wills & Probate

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1999 Harrison Street, Oakland, CA 94612

Guy A. Bryant

Corporate, Employment, Estate Planning, Family Law, Insurance

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476 Third Street, Oakland, CA 94607

Meredith E Brown

Construction, Estate Planning, Family Law, Corporate

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476 Third Street, Oakland, CA 94607

David Mendelsohn

Elder Law, Estate, Mediation, Litigation, Contract

Status: In Good Standing Licensed: 38 Years

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3000 Santa Clara Ave, Alameda, CA 94501

Peter Alan Shelton

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 28 Years

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827 Broadway, Oakland, CA 94607

Michael J. Dalton

Real Estate, Estate Planning, Corporate, Business Organization

Status: In Good Standing Licensed: 40 Years

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1999 Harrison St, Oakland, CA 94612

George Martin Derieg

Wills, Trusts, Estate Planning

Status: In Good Standing

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2219 Santa Clara Ave, Alameda, CA 94501

Patricia Ann Scott

Lawsuit & Dispute, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

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2258 Santa Clara Ave, Alameda, CA 94501

Matthew Joseph Duncan

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 43 Years

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1516 Oak St, Alameda, CA 94501

800-923-0641

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass 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.

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

DEVISEE

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

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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Alameda Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jeffrey D Hosking

Linda C Roodhouse

Guy A. Bryant

Meredith E Brown

David Mendelsohn

Peter Alan Shelton

Michael J. Dalton

George Martin Derieg

Patricia Ann Scott

Matthew Joseph Duncan

TIPS

LEGAL TERMS

BYPASS TRUST

AB TRUST

ABATEMENT

PROPERTY CONTROL TRUST

RESIDUARY ESTATE

ADMINISTRATRIX

FAMILY ALLOWANCE

KINDRED

DEVISEE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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