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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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Chandra Marie Apperson

Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

Redwood Valley, CA 95470

Alexander Christian Rich

Estate Planning, Contract, Elder Law, Federal Appellate Practice, Environmental Law

Status: In Good Standing Licensed: 11 Years

CONTACT

305 N Main St, Ukiah, CA 95482

Brandt Richard Stickel

Power of Attorney, Tax, Real Estate, Estate, Business

Status: In Good Standing

CONTACT

811 N. Main Street, Fort Bragg, CA 95437

David Eugene Shell

Real Estate, Trusts, Estate

Status: Inactive Licensed: 47 Years

CONTACT

206 S Oak St, Calpella, CA 95482

James Ferguson King

Intellectual Property, Trusts, Estate

Status: In Good Standing

CONTACT

10833 Le Conte Ave, Ukiah, CA 95482

Debra Irwin Decarli

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

45100 Main St, Mendocino, CA 95460

Elina Nicole Agnoli

Estate Planning, Products Liability, Contract, Dispute Resolution, Family Law

Status: In Good Standing Licensed: 16 Years

CONTACT

140 Branscomb Rd, Branscomb, CA 95454

Jennifer M O'Brien

Litigation, Public Law, Trusts, Estate, Family Law

Status: In Good Standing

CONTACT

110 S Main St, Willits, CA 95490

Colin Morrow

Landlord-Tenant, Estate Planning, Family Law, Business & Trade

Status: In Good Standing

CONTACT

305 North Main Street, Ukiah, CA 95482

Phoebe Graubard

Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

594 S Franklin St, Fort Bragg, CA 95437

800-923-0641

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LEGAL TERMS

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

SURROGATE COURT

See probate court.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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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Mendocino County, CA Estate Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Chandra Marie Apperson

Alexander Christian Rich

Brandt Richard Stickel

David Eugene Shell

James Ferguson King

Debra Irwin Decarli

Elina Nicole Agnoli

Jennifer M O'Brien

Colin Morrow

Phoebe Graubard

TIPS

LEGAL TERMS

TRUST MERGER

SPRINKLING TRUST

SWEARING MATCH

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

POUR-OVER WILL

SURROGATE COURT

PROVING A WILL

SPECIFIC BEQUEST

EXEMPTION TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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