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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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Cynthia S. Cho

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Estate Planning, Contract, Dispute Resolution, Elder Law, Family Law

Cynthia Cho is the founder of the CC Law Group and its principal attorney.Cynthia has built her reputation as a highly successful attorney by being no... (more)

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800-891-9771

3900 Newpark Mall Road, 3rd Floor, Newark, CA 94560

Richard Alan Wingerden

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Estate, Trusts, Wills & Probate, Estate Planning, Power of Attorney

Mr. Wingerden is very knowledgeable in the area of estate planning. As your lawyer, the main goal is to execute a legal document that clearly preserve... (more)

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800-940-6950

777 N 1St St, San Jose, CA 95112

James Wesley Choate

Divorce & Family Law, Estate, Child Custody, Family Law, Divorce

Status: In Good Standing

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239 Main Street, Pleasanton, CA 94566

Paul W Holmes

Estate, DUI-DWI, Contract, Medical Malpractice

Status: In Good Standing

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39275 State Street, Fremont, CA 94538

Sharmila K. Singh

Estate, Family Law

Status: In Good Standing

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39159 Paseo Padre Parkway, Fremont, CA 94538

Jack Benoun

Family Law, Wills & Probate, Wills, Divorce

Status: In Good Standing

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US Bank Building, 39510 Paseo Padre Pkwy., Fremont, CA 94538

Michael J. Connich

Estate Planning, Family Law, Wills & Probate

Status: In Good Standing

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39300 Civic Center Drive, Fremont, CA 94538

Bernard M King

Real Estate, Estate Planning, Divorce & Family Law, Business Organization

Status: In Good Standing

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39650 Liberty Street, Fremont, CA 94538

Fred W. Thompson

Litigation, Estate Planning, Corporate, Business Organization

Status: In Good Standing

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39650 Liberty Street, Fremont, CA 94538

Richard L. Schneider

Accident & Injury, Bankruptcy & Debt, Estate, Lawsuit & Dispute

Status: In Good Standing

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501 Murphy Ranch Rd, Milpitas, CA 95035

800-923-0641

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

TESTAMENTARY TRUST

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

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Livermore Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Cynthia S. Cho

Richard Alan Wingerden

James Wesley Choate

Paul W Holmes

Sharmila K. Singh

Jack Benoun

Michael J. Connich

Bernard M King

Fred W. Thompson

Richard L. Schneider

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

TESTAMENTARY TRUST

ACCUMULATION TRUST

TRUSTEE POWERS

ESTATE TAXES

CERTIFIED COPY

RESIDUARY ESTATE

DOWER AND CURTESY

REAL ESTATE AGENT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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