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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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Jennifer Leigh Hayner

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

6955 San Luis Ave, Atascadero, CA 93422

Adele Marie Schneidereit

Trusts, Estate, Bankruptcy & Debt

Status: In Good Standing

CONTACT

7395 El Camino Real, Atascadero, CA 93422

Eric John-Evart Parkinson

Divorce & Family Law, Estate, Lawsuit & Dispute, Child Custody

Status: In Good Standing Licensed: 31 Years

CONTACT

7395 El Camino Real, Atascadero, CA 93422

Brighton Kilian Hushing

Estate Planning, International Tax, Bankruptcy, Contract, Commercial Real Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Atascadero, CA 93423

Diane Elizabeth Davies

Trusts

Status: In Good Standing Licensed: 34 Years

CONTACT

Atascadero, CA 93423

Robert Maurice Jones

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 46 Years

CONTACT

Atascadero, CA 93423

Betty Ruth Sanders

Trusts

Status: Inactive Licensed: 45 Years

CONTACT

5950 Entrada Ave, Atascadero, CA 93422

Beau Sterling Davis

Tax, Gift Taxation

Status: In Good Standing Licensed: 15 Years

CONTACT

7191 Santa Ysabel Ave, Atascadero, CA 93422

Glen Robert Lewis

Real Estate, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 50 Years

CONTACT

5855 Capistrano Ave, Atascadero, CA 93422

Melissa Maria Avila

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

10575 San Marcos Rd, Atascadero, CA 93422

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

DEVISEE

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

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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

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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Atascadero Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jennifer Leigh Hayner

Adele Marie Schneidereit

Eric John-Evart Parkinson

Brighton Kilian Hushing

Diane Elizabeth Davies

Robert Maurice Jones

Betty Ruth Sanders

Beau Sterling Davis

Glen Robert Lewis

Melissa Maria Avila

TIPS

LEGAL TERMS

ESTATE PLANNING

GROSS ESTATE

RESIDUARY BENEFICIARY

DEVISEE

GENERATION-SKIPPING TRANSFER TAX

PUBLISHED WORK

EXEMPTION TRUST

SPECIFIC BEQUEST

TRUST MERGER

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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