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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

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

756 Santa Rosa Street, San Luis Obispo, CA 93401

Geraldine Elizabeth Champion

Trusts, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 35 Years

CONTACT

Avila Beach, CA 93424

Scott William Wall

Trusts, Gift Taxation, Estate Planning, Defamation & Slander

Status: In Good Standing

CONTACT

1102 Laurel Ln, San Luis Obispo, CA 93401

Stewart D. Jenkins

State and Local, Public Interest Law, Estate Planning, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1336 Morro St., San Luis Obispo, CA 93401

J. Christopher Toews

Other, Trusts, Gift Taxation, Estate Planning, DUI-DWI

Status: In Good Standing Licensed: 41 Years

CONTACT

1212 Marsh St, San Luis Obispo, CA 93401

Craig Stephen Ainsworth

Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

1103 Johnson Ave, San Luis Obispo, CA 93401

Dallas K Mosier

International Tax, Intellectual Property, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

Ryan Christopher Andrews

Gift Taxation, Environmental Law, Employee Rights, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

Herbert Arthur Stroh

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

1041 Mill St, San Luis Obispo, CA 93401

Jed Daniel Hazeltine

Wills, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

778 Osos St, San Luis Obispo, CA 93401

800-923-0641

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LEGAL TERMS

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

FAMILY POT TRUST

See pot trust.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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.

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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Oceano Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Stephen K Hall

Geraldine Elizabeth Champion

Scott William Wall

Stewart D. Jenkins

J. Christopher Toews

Craig Stephen Ainsworth

Dallas K Mosier

Ryan Christopher Andrews

Herbert Arthur Stroh

Jed Daniel Hazeltine

TIPS

LEGAL TERMS

INVESTOR

GENERATION-SKIPPING TRUST

SWEARING MATCH

POWER OF APPOINTMENT

FAMILY POT TRUST

FAMILY ALLOWANCE

INTER VIVOS TRUST

RULE AGAINST PERPETUITIES

DOWER AND CURTESY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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