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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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David Illingwort Clough

Trusts, Child Custody, Accident & Injury

Status: In Good Standing Licensed: 49 Years

CONTACT

15020 Shoreline Dr, Weed, CA 96094

James Viraxay Phelps

Trusts, Workers' Compensation, Civil Rights, Bankruptcy

Status: In Good Standing Licensed: 18 Years

CONTACT

1312 Fairlane Road, Yreka, CA 96097

Thomas Vincent Wearing

Trusts, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

Mount Shasta, CA 96067

Kenneth Armstrong

Mediation, Wills & Probate, Business, Estate Planning

Status: In Good Standing

CONTACT

326 N Mt Shasta Blvd, Mount Shasta, CA 96067

Robert Bailey Boston

Trusts, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

205 N Mt Shasta Bvod, Mount Shasta, CA 96067

Neil W. Wiley

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing

CONTACT

Greenview, CA 96037

Neil Wayne Wiley

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

Greenview, CA 96037

800-923-0641

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LEGAL TERMS

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

KINDRED

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

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

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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Montague Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

David Illingwort Clough

James Viraxay Phelps

Thomas Vincent Wearing

Kenneth Armstrong

Robert Bailey Boston

Neil W. Wiley

Neil Wayne Wiley

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LEGAL TERMS

STATUTORY SHARE

SPRINKLING TRUST

LIFE BENEFICIARY

KINDRED

QDOT TRUST

DEATH TAXES

GENERATION-SKIPPING TRANSFER TAX

DEVISEE

CERTIFIED COPY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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