Pebble Beach Estate Lawyer, California, page 4

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Thomas Paul Bohnen

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 56 Years

CONTACT

Monterey, CA 93942

Kenneth Schermer Kleinkopf

Trusts

Status: In Good Standing Licensed: 16 Years

CONTACT

Monterey, CA 93942

Dawn N Piimanu

Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

1200 Aguajito Rd, Monterey, CA 93940

Kathleen Caslin Llewellyn

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

26335 Carmel Rancho Blvd, Carmel By The Sea, CA 93923

Gary Dean Schwartz

Tax, International, Gift Taxation, Pension & Benefits

Status: In Good Standing Licensed: 51 Years

CONTACT

200 Clock Tower Pl, Carmel By The Sea, CA 93923

Mark Aloysius O'Connor

Litigation, Trusts, Labor Law, Employee Rights

Status: In Good Standing Licensed: 34 Years

CONTACT

100 Clock Tower Pl, Carmel, CA 93922

Anne Denardo Mcgowan

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

Carmel, CA 93922

Suzette S Perry

Real Estate, Trusts, Elder Law, Family Law

Status: In Good Standing Licensed: 28 Years

CONTACT

179 17th St, Pacific Grove, CA 93950

Brandie L. Luis

Foreclosure, Traffic, Estate Planning, Divorce & Family Law, Bankruptcy

Status: In Good Standing Licensed: 10 Years

CONTACT

215 W Franklin St, Monterey, CA 93940

Thomas C Naef

Trusts

Status: Inactive Licensed: 15 Years

CONTACT

84 Via Del Pinar, Monterey, CA 93940

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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 ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Pebble Beach Estate Lawyer, California, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Thomas Paul Bohnen

Kenneth Schermer Kleinkopf

Dawn N Piimanu

Kathleen Caslin Llewellyn

Gary Dean Schwartz

Mark Aloysius O'Connor

Anne Denardo Mcgowan

Suzette S Perry

Brandie L. Luis

Thomas C Naef

TIPS

LEGAL TERMS

QTIP TRUST

SPENDTHRIFT TRUST

BYPASS TRUST

IN TERROREM

NONPROBATE

PER STIRPES

TRUST MERGER

PETITION

INHERITANCE TAXES

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

SORT BY:

FILTER BY:

PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details