Coarsegold 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

Richard Michael Aaron

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

8080 N Palm Ave, Fresno, CA 93729

W. F. Docker

Estate Planning, Transactions, Trusts

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

Vreeland Osborn Jones

Corporate, International Tax, Health Care Other, Estate Planning

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

Jared Reed Callister

Tax, Real Estate, Trusts, Gift Taxation, Contract

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

Robert Goodman Fishman

Tax, Industry Specialties, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

Bryan Neil Wagner

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

Jarrod Masahiko Kiyuna

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

2505 Alluvial Ave, Clovis, CA 93611

Eric Paul Myers

Tax, Gift Taxation

Status: In Good Standing Licensed: 24 Years

CONTACT

1111 E Herndon Ave, Fresno, CA 93720

Kevin R Assemi

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

7561 N Cheryl Ave, Fresno, CA 93711

James Frederick Wagner

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 70 Years

CONTACT

7647 N Fresno St, Fresno, CA 93720

800-923-0641

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LEGAL TERMS

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.

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

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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Coarsegold Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Richard Michael Aaron

W. F. Docker

Vreeland Osborn Jones

Jared Reed Callister

Robert Goodman Fishman

Bryan Neil Wagner

Jarrod Masahiko Kiyuna

Eric Paul Myers

Kevin R Assemi

James Frederick Wagner

TIPS

LEGAL TERMS

PER STIRPES

HOLOGRAPHIC WILL

SUCCESSION

WILL

ACCUMULATION TRUST

HEIR AT LAW

PETITION

DEATH TAXES

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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