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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

Borden Domina Webb

Trusts, Estate Planning, Family Law, Elder Law

Status: In Good Standing

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7311 Greenhaven Dr, Sacramento, CA 95831

Toshio Glen Yamamoto

Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 50 Years

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7201 S Land Park Dr, Sacramento, CA 95831

Matthew Carl Ming

Tax, Gift Taxation

Status: Inactive Licensed: 20 Years

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6308 Seastone Way, Sacramento, CA 95831

Alyssa Trang Nguyen

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 18 Years

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Elk Grove, CA 95758

Dale Edward Mckinney

Real Estate, Litigation, Trusts, Gift Taxation

Status: In Good Standing Licensed: 18 Years

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2251 Florin Rd, Sacramento, CA 95822

Tien Dao Duong

Immigration, Estate Planning, Family Law, Criminal

Status: In Good Standing

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6665 Stockton Blvd, Sacramento, CA 95823

Daniel Van Morgan Biedler

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

3053 Freeport Blvd, Sacramento, CA 95818

William Rob Hofmann

Commercial Real Estate, Gift Taxation, Corporate, Administrative Law

Status: In Good Standing Licensed: 20 Years

CONTACT

140 B St, Davis, CA 95616

Eric Neil Pfost

International, Public Law, Gift Taxation, Environmental Law

Status: Inactive Licensed: 21 Years

CONTACT

3517 57Th St, Sacramento, CA 95820

800-923-0641

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LEGAL TERMS

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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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Clarksburg Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Borden Domina Webb

Toshio Glen Yamamoto

Matthew Carl Ming

Alyssa Trang Nguyen

Dale Edward Mckinney

Tien Dao Duong

Daniel Van Morgan Biedler

William Rob Hofmann

Eric Neil Pfost

TIPS

LEGAL TERMS

LETTERS TESTAMENTARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TAKING AGAINST THE WILL

LIFE BENEFICIARY

SWEARING MATCH

GRANTOR RETAINED INCOME TRUST

CONTINGENT BENEFICIARY

HEIR AT LAW

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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