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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

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

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3633 Inland Empire Boulevard, Ontario, CA 91764

Keith Quang Nguyen

Tax, Living Wills, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 15 Years

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10604 N Trademark Pkwy, Rancho Cucamonga, CA 91730

Isabel Cesanto Safie

International, Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 19 Years

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2855 E Guasti Rd, Chino, CA 91761

Kyle K. Lauby

Housing & Construction Defects, Estate Planning, Corporate, Business Organization

Status: In Good Standing

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4590 Allstate Dr, Riverside, CA 92501

Kristine Marissa Borgia

Litigation, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 14 Years

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3963 11Th St, Riverside, CA 92501

Tashfeen Ul Haq

Tax, Gift Taxation, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 15 Years

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4240 Latham St, Riverside, CA 92501

Arthur C Evangelista

Immigration, Tax, Estate Planning, Family Law

Status: In Good Standing Licensed: 31 Years

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685 W 2nd St, San Bernardino, CA 92410

Richard F Nevins

Wills, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 36 Years

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3895 Brockton Ave, Riverside, CA 92501

Donnasue Smith Ortiz

Trusts, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 37 Years

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10700 Civic Center Dr, Rancho Cucamonga, CA 91730

Craig Michael Marshall

Health Care Other, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

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3610 14Th St, Riverside, CA 92502

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.'

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.

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.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

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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Fontana Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Angela Y. Shin

Keith Quang Nguyen

Isabel Cesanto Safie

Kyle K. Lauby

Kristine Marissa Borgia

Tashfeen Ul Haq

Arthur C Evangelista

Richard F Nevins

Donnasue Smith Ortiz

Craig Michael Marshall

TIPS

LEGAL TERMS

GRANTOR

TRUST CORPUS

INHERITANCE TAXES

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

PUBLIC ADMINISTRATOR

ENDOWMENT INSURANCE

INTESTATE

BENEFICIARY

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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