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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

Christine James

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Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

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800-816-3270

915 Highland Pointe Drive, Roseville, CA 95678

Preston A. Marx

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Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

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530-537-2915

11641 Blocker Dr, Auburn, CA 95603

Brian L. Coggins

Tax, International, Estate Planning, Corporate

Status: In Good Standing

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9001 Foothills Blvd, Roseville, CA 95747

Scott D. Christensen

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

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500 Auburn-Folsom Road, Auburn, CA 95603

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

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4359 Town Center Boulevard, El Dorado Hills, CA 95762

Juliette Tognetti Robertson

Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

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458 Mcbean Park Dr, Lincoln, CA 95648

William Kenneth Shipley

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

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1404 Lasso Lake Ln, Lincoln, CA 95648

Elise Sheryl Fagelson Baker

Trusts, Gift Taxation, Criminal, Consumer Protection

Status: In Good Standing Licensed: 26 Years

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5440 Park Dr, Rocklin, CA 95677

Brian L Coggins

Tax, International, Gift Taxation, Family Law

Status: In Good Standing Licensed: 19 Years

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9001 Foothills Blvd, Roseville, CA 95747

Ron F. Suggs

Wills & Probate, Estate Planning, Estate Planning, Estate, Adoption

Status: In Good Standing Licensed: 9 Years

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6413 Puffin Ct, Rocklin, CA 95765

800-923-0641

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LEGAL TERMS

KINDRED

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

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.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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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Lincoln Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Christine James

Preston A. Marx

Brian L. Coggins

Scott D. Christensen

Timothy Allen Charshaf

Juliette Tognetti Robertson

William Kenneth Shipley

Elise Sheryl Fagelson Baker

Brian L Coggins

Ron F. Suggs

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LEGAL TERMS

KINDRED

ACCUMULATION TRUST

ADMINISTRATRIX

IRREVOCABLE TRUST

GENERATION-SKIPPING TRANSFER TAX

LIVING TRUST

REMAINDERMAN

INTESTATE

SUMMARY PROBATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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