Desert Hot Springs 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

Thomas C Webb

Family Law, Estate Planning, Real Estate, Bankruptcy

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Elaine Estelle Hill

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

560 Paseo Dorotea, Palm Springs, CA 92264

Laura Julia O'Kane

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

777 E. Tahquitz Cyn Way, Palm Springs, CA 92262

Annette Louise Isaac

Estate Planning, Family Law, Business & Trade, Commercial Bankruptcy

Status: In Good Standing Licensed: 24 Years

CONTACT

777 E Tahquitz Canyon Way, Palm Springs, CA 92262

Kathie Browne

Wills & Probate, Trusts, Estate Planning, Business & Trade

Status: Retired Licensed: 39 Years

CONTACT

250 Via Padua, Rancho Mirage, CA 92270

Barbara Gene Knox

Estate, Estate Planning, Wills & Probate, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

1130 N. Valdivia Way, Palm Springs, CA 92262

Michael Steven Kahn

Intellectual Property, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

Palm Springs, CA 92263

Bernard Aaron Sherwyn

Mediation, Wills & Probate, Business, Estate Planning

Status: In Good Standing

CONTACT

1775 E. Palm Canyon Dr., Palm Springs, CA 92264

Howard L. Sanger

Estate Planning, Corporate, Partnerships, Business Organization

Status: In Good Standing Licensed: 56 Years

CONTACT

36953 Cook St, Indian Wells, CA 92211

800-923-0641

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LEGAL TERMS

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

FAMILY POT TRUST

See pot trust.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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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Desert Hot Springs Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Thomas C Webb

Joe LaMantia

Elaine Estelle Hill

Laura Julia O'Kane

Annette Louise Isaac

Kathie Browne

Barbara Gene Knox

Michael Steven Kahn

Bernard Aaron Sherwyn

Howard L. Sanger

TIPS

LEGAL TERMS

TRUST CORPUS

ALTERNATE BENEFICIARY

GENERATION-SKIPPING TRUST

QDOT TRUST

FAMILY POT TRUST

REMAINDERMAN

KINDRED

PETITION

ADMINISTRATRIX

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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