Lane County, OR Estate Planning Lawyers

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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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2. Email
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Includes: Gift Taxation

Jacob K. Clifton

Wills & Probate, Estate Planning, Business Organization, Administrative Law

Status: In Good Standing

CONTACT

975 Oak Street, Citizen's Building, Eugene, OR 97401

Richard L. Larson

Real Estate, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing

CONTACT

975 Oak Street, Citizen's Building, Eugene, OR 97401

Jacy F. Arnold

Estate Planning, Family Law, Juvenile Law, Business Organization

Status: In Good Standing Licensed: 23 Years

CONTACT

115 W Eighth Ave, Eugene, OR 97401

Ronald Gerber

Personal Injury, Estate Planning, Social Security -- Disability

Status: In Good Standing

CONTACT

Florence, OR 97439

Larry Schons

Land Use & Zoning, International Tax, Estate Planning, Corporate

Status: Deceased Licensed: 22 Years

CONTACT

Eugene, OR 97440

Julia Manela

Commercial Real Estate, Estate Planning, Commercial Bankruptcy, Bankruptcy & Debt

Status: In Good Standing Licensed: 22 Years

CONTACT

497 Oakway Rd, Eugene, OR 97401

800-923-0641

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LEGAL TERMS

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

GRANTOR

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

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Landauer v. Landauer

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Lane County, OR Estate Planning Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jacob K. Clifton

Richard L. Larson

Jacy F. Arnold

Ronald Gerber

Larry Schons

Julia Manela

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

INTER VIVOS TRUST

HOLOGRAPHIC WILL

POUR-OVER WILL

PROPERTY CONTROL TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TESTAMENTARY TRUST

AB TRUST

GRANTOR

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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