Lockeford Estate Planning Lawyer, California

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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

Scott L. Harper

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

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3031 West March Lane, Stockton, CA 95219

Jerry D Hall

Corporate, Business & Trade, Business Organization, Estate Planning

Status: In Good Standing

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3031 West March Lane, Stockton, CA 95219

Jason Borg

Family Law, Wills & Probate, Child Support, Estate Planning

Status: In Good Standing

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9401 E. Stockton Blvd., Elk Grove, CA 95624

Sabrina Miaei Schneweis-Coe

Estate Planning, Trusts, Mediation, Family Law

Status: In Good Standing

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404 West Pine Street, Lodi, CA 95240

Francis Xavier Mohan

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 32 Years

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801 S Ham Ln, Lodi, CA 95242

Andrew David Smith

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: In Good Standing Licensed: 28 Years

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115 W Walnut St, Lodi, CA 95240

Antone Lee Zupo

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

1174 Orangewood Dr, Lodi, CA 95240

Timothy Edward Kelly

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 28 Years

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Burson, CA 95225

Jeffrey Ernest Prag

International Tax, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

5250 Claremont Ave, Stockton, CA 95207

Christopher Herrick Engh

Lawsuit & Dispute, Trusts, Estate Planning, DUI-DWI

Status: In Good Standing

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7540 Shoreline Dr, Stockton, CA 95219

800-923-0641

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

CURATOR

See conservator.

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.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

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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Lockeford Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Scott L. Harper

Jerry D Hall

Jason Borg

Sabrina Miaei Schneweis-Coe

Francis Xavier Mohan

Andrew David Smith

Antone Lee Zupo

Timothy Edward Kelly

Jeffrey Ernest Prag

Christopher Herrick Engh

TIPS

LEGAL TERMS

PREDECEASED SPOUSE

INCOMPETENCE

CURATOR

CERTIFIED COPY

GRANT DEED

ABSTRACT OF TRUST

INTESTATE

NET ESTATE

AB TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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