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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: Estate Administration, Living Wills, Wills

James Joseph Fishel

Wills, Wills & Probate, Family Law, Civil Rights

Status: In Good Standing

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1375 Locust Street, Walnut Creek, CA 94596

Matthew B. Talbot

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 18 Years

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2033 N. Main St., Walnut Creek, CA 94596

Ruth Koller Burke

Estate, Trusts, Wills & Probate, Litigation, Elder Law

Status: In Good Standing

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1460 Maria Lane, Suite 360, Walnut Creek, CA 94596

Michael Francis Sweeney

Wills, Trusts, Estate

Status: In Good Standing Licensed: 32 Years

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1908 Tice Valley Blvd, Walnut Creek, CA 94595

Susan Marie Gonzalez

Wills

Status: In Good Standing Licensed: 18 Years

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3749 Loma Vista Ave, Oakland, CA 94619

Jeannine Virginia O'Neil

Wills, Trusts, Estate

Status: In Good Standing Licensed: 32 Years

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1908 Tice Valley Blvd, Walnut Creek, CA 94595

Timothy B Walker

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

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106 Kendall Rd, Lafayette, CA 94595

Margaret Mearns Hand

Wills, Trusts, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 31 Years

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4 Orinda Way, Orinda, CA 94563

Patrick Zampa Riley

Wills, Trusts

Status: Inactive Licensed: 54 Years

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2172 Andrews St, Oakland, CA 94611

Lee Leonard Kaster

Lawsuit & Dispute, Wills, Trusts, Estate

Status: In Good Standing Licensed: 24 Years

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1806 Bonanza St, Walnut Creek, CA 94596

800-923-0641

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LEGAL TERMS

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

KINDRED

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

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.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Moraga Wills & Probate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

James Joseph Fishel

Matthew B. Talbot

Ruth Koller Burke

Michael Francis Sweeney

Susan Marie Gonzalez

Jeannine Virginia O'Neil

Timothy B Walker

Margaret Mearns Hand

Patrick Zampa Riley

Lee Leonard Kaster

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LEGAL TERMS

DISTRIBUTEE

ADMINISTRATRIX

INVESTOR

KINDRED

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SPRINKLING TRUST

TRUSTEE

NONPROBATE

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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