Paisley Estate Planning Lawyer, Oregon

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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

Not enough matches for Paisley Estate Planning lawyer.
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Lane W Simpson

General Practice

Status: In Good Standing Licensed: 47 Years

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Lakeview, OR 97630

Ronald Dean Howen

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Status: In Good Standing Licensed: 51 Years

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Lakeview, OR 97630

Kathleen Marie Stout

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Status: Inactive Licensed: 50 Years

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Scott Warner

Commercial Real Estate, Land Use & Zoning, Foreclosure, Transactions

Status: In Good Standing Licensed: 31 Years

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628 N 1st St, Lakeview, OR 97630

Marc Valens

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Status: Inactive Licensed: 45 Years

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Albert Marion Monaco

General Practice

Status: In Good Standing Licensed: 61 Years

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35 S "G" St, Lakeview, OR 97630

Jeffrey David Hedlund

Wills & Probate, Trusts, Family Law, Elder Law, Credit & Debt

Status: In Good Standing Licensed: 16 Years

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28 N G St, Lakeview, OR 97630

David M Vandenberg

Lawsuit & Dispute, Divorce & Family Law, Criminal, Accident & Injury

Status: In Good Standing Licensed: 35 Years

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513 Center St, Lakeview, OR 97630

John H Bogardus

Real Estate, Government, Employment, Business

Status: Inactive Licensed: 50 Years

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35 S G St, Lakeview, OR 97630

Ulys J Stapleton

Government

Status: In Good Standing Licensed: 50 Years

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513 Center St, Lakeview, OR 97630

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.'

KINDRED

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

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Paisley Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Lane W Simpson

Ronald Dean Howen

Kathleen Marie Stout

Scott Warner

Marc Valens

Albert Marion Monaco

Jeffrey David Hedlund

David M Vandenberg

John H Bogardus

Ulys J Stapleton

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

TRUST DEED

AUGMENTED ESTATE

INTESTATE SUCCESSION

PROVING A WILL

SPRINKLING TRUST

SUMMARY PROBATE

ABSTRACT OF TRUST

KINDRED

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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