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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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2. Email
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Includes: Gift Taxation

Jeffrey T. Vanderveen

Wills, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing Licensed: 41 Years

CONTACT

380 S Melrose Dr, Vista, CA 92081

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 36 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 36 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

Rocco William Ferrante

Civil Rights, Estate Planning, Trusts, Business & Trade

Status: In Good Standing Licensed: 48 Years

CONTACT

3420 Fairview Dr, Vista, CA 92084

E. David Wininger

Lawsuit & Dispute, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 55 Years

CONTACT

380 S Melrose Dr, Vista, CA 92081

Marilyn Shea

Wills, Wills & Probate, Trusts, Estate Planning

Status: Inactive Licensed: 43 Years

CONTACT

2103 El Camino Real, Oceanside, CA 92054

Robert Benjamin Kosse

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

2161 Buena Creek Rd, Vista, CA 92084

John Rodney Tenery

Tax, Social Security, Estate Planning, Bankruptcy

Status: In Good Standing Licensed: 40 Years

CONTACT

1611-A S Melrose Dr, Vista, CA 92081

James C Alvord

Other, Estate Planning, Estate, Family Law

Status: In Good Standing

CONTACT

405 S Main Ave, Fallbrook, CA 92028

Kenneth Lloyd Greenman

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

900 Pier View Way, Oceanside, CA 92049

800-923-0641

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LEGAL TERMS

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

FAMILY POT TRUST

See pot trust.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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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Bonsall Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jeffrey T. Vanderveen

Howard Bennett Hellen

Howard Bennett Hellen

Rocco William Ferrante

E. David Wininger

Marilyn Shea

Robert Benjamin Kosse

John Rodney Tenery

James C Alvord

Kenneth Lloyd Greenman

TIPS

LEGAL TERMS

HOLOGRAPHIC WILL

FAILURE OF ISSUE

FAMILY POT TRUST

NONPROBATE

ESTATE TAXES

AUGMENTED ESTATE

HEIR AT LAW

RULE AGAINST PERPETUITIES

WARRANTY DEED

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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