Belvedere Tiburon Estate Planning Lawyer, California

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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

Louis Stevan Weller

Other, Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

2330 Marinship Way, Sausalito, CA 94965

John Anthony Scheuring

Real Estate, Gift Taxation, Business, Contract

Status: In Good Standing Licensed: 22 Years

CONTACT

1945 Francisco Blvd E, San Rafael, CA 94901

Nadine Reiss Aarsheim

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

700 Larkspur Landing Cir, Larkspur, CA 94939

Christopher Story Armstrong

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 52 Years

CONTACT

Belvedere Tiburon, CA 94920

Jeannette Dilg Richards

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

Belvedere Tiburon, CA 94920

Alan Richard Sankin

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

10 Owlswood Rd, Belvedere Tiburon, CA 94920

James Lee Brat

Real Estate, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 27 Years

CONTACT

591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941

Sterling Lloyd Ross

Medical Products & Devices, State and Local, Trusts, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

125 Morning Sun Ave, Mill Valley, CA 94941

William D. Flora

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 59 Years

CONTACT

12 Overhill Rd, Mill Valley, CA 94941

George R. Dirkes

Trusts, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

800-923-0641

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LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TESTAMENTARY TRUST

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

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

CREDIT SHELTER TRUST

See AB trust.

CERTIFICATION OF TRUST

See abstract of trust.

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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Belvedere Tiburon Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Louis Stevan Weller

John Anthony Scheuring

Nadine Reiss Aarsheim

Christopher Story Armstrong

Jeannette Dilg Richards

Alan Richard Sankin

James Lee Brat

Sterling Lloyd Ross

William D. Flora

George R. Dirkes

TIPS

LEGAL TERMS

INCOMPETENCE

GROSS ESTATE

TRUSTEE

TESTAMENTARY TRUST

GENERATION-SKIPPING TRUST

PER STIRPES

INHERITANCE TAXES

CREDIT SHELTER TRUST

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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