Jamieson Estate Lawyer, Oregon

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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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Carol Dehaven Skerjanec

Lawsuit & Dispute, Immigration, Government, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

4325 S. Road, Vale, OR 97918

Charles S Oakes

Real Estate, Wills & Probate, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 39 Years

CONTACT

1052 SW 4th Ave, Ontario, OR 97914

Cliff Stewart Bentz

Litigation, Lawsuit & Dispute, Estate, Business

Status: In Good Standing

CONTACT

660 Morgan Avenue, Ontario, OR 97914

David J. Brown

Trusts, Estate Planning, Guardianships & Conservatorships, Business

Status: In Good Standing

CONTACT

89 SW 3rd Ave, Ontario, OR 97914

Dayn S. Hardie

Landlord-Tenant, Real Estate, Estate, Employment Discrimination, Bankruptcy

Status: In Good Standing Licensed: 8 Years

CONTACT

Ontario, OR 97914

Dustin A Martinsen

Traffic, Wills & Probate, Divorce & Family Law, Bankruptcy & Debt

Status: In Good Standing Licensed: 10 Years

CONTACT

Vale, OR 97918

Jeremy Hindman

Insurance, Trusts, Construction, Litigation

Status: In Good Standing

CONTACT

89 S.W. Third Avenue, Ontario, OR 97914

Max S Taggart

Real Estate, Government, Estate, Business

Status: Retired Licensed: 56 Years

CONTACT

399 S Oregon St, Ontario, OR 97914

Michael Robert Mahony

Traffic, Lawsuit & Dispute, Estate, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 33 Years

CONTACT

Vale, OR 97918

Michael Wayne Horton

Estate, Business

Status: In Good Standing Licensed: 26 Years

CONTACT

Nyssa, OR 97913

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

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

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

Jamieson Estate Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Carol Dehaven Skerjanec

Charles S Oakes

Cliff Stewart Bentz

David J. Brown

Dayn S. Hardie

Dustin A Martinsen

Jeremy Hindman

Max S Taggart

Michael Robert Mahony

Michael Wayne Horton

TIPS

LEGAL TERMS

LIFE BENEFICIARY

AB TRUST

DOWER AND CURTESY

GROSS ESTATE

DISINHERIT

SUCCESSOR TRUSTEE

PUBLISHED WORK

PER CAPITA

FAMILY POT TRUST

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