Chula Vista 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

Joseph Crane Lavelle

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Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION

CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101

Alejandra Rodriguez

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Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108

Jesse Sainz Blanco

Public Finance, Trusts, Gift Taxation, Banking & Finance, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

265 E St, Chula Vista, CA 91910

Reed V Langlois

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

Chula Vista, CA 91921

Shahin Rahimi

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 22 Years

CONTACT

110 S Euclid Ave, San Diego, CA 92114

Thomas Richard Amantea

Traffic, Trusts, Gift Taxation, Car Accident

Status: Inactive Licensed: 27 Years

CONTACT

283 Surrey Dr, Bonita, CA 91902

Michael Keeling

Wills & Probate, Estate Planning, Estate, Business

FREE CONSULTATION

CONTACT

120 C Ave, Coronado, CA 92118

Sidney Michel Alain Schwarz

Tax, Trusts, Gift Taxation, Family Law

Status: Suspended Licensed: 44 Years

CONTACT

1851 Carolyn Dr, Chula Vista, CA 91913

John Erin Shorkey

Immigration, Government, Gift Taxation, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

545 H St, Chula Vista, CA 91910

William James O'roarty

Dispute Resolution, International Other, Estate Planning, Elder Law

Status: In Good Standing Licensed: 47 Years

CONTACT

3157 Via Viganello, Chula Vista, CA 91914

800-923-0641

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800-943-8690

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

FUNDING A TRUST

Transferring ownership of property to a trust.

TESTAMENTARY TRUST

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

CREDIT SHELTER TRUST

See AB trust.

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.

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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Chula Vista Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Joseph Crane Lavelle

Alejandra Rodriguez

Jesse Sainz Blanco

Reed V Langlois

Shahin Rahimi

Thomas Richard Amantea

Michael Keeling

Sidney Michel Alain Schwarz

John Erin Shorkey

William James O'roarty

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

PREDECEASED SPOUSE

INHERITANCE TAXES

NET ESTATE

PUBLIC ADMINISTRATOR

FUNDING A TRUST

TESTAMENTARY TRUST

CREDIT SHELTER TRUST

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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