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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

Jennifer Erin Elgie

Estate Administration, Estate Planning, Mental Health, Insurance

Status: In Good Standing

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241 Georgia Street, Vallejo, CA 94590

Oliver Whitney Bray

Immigration, Trusts, Estate Planning, Personal Injury

Status: In Good Standing Licensed: 39 Years

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736 Ferry St, Martinez, CA 94553

Louis S Caretti

Tax, Wills & Probate, Estate Planning, Business Organization

Status: In Good Standing Licensed: 52 Years

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300 Tuolumne St, American Canyon, CA 94590

Thomas Kabrick Porta

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 23 Years

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1410 Georgia St, American Canyon, CA 94590

Deborah Moritz-Farr

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing

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838 Escobar St, Martinez, CA 94553

Anthony B. Varni

Eminent Domain, Estate Planning, Business, Farms

Status: In Good Standing

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838 Escobar Street, Martinez, CA 94553

Natalya G Attestatova

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 13 Years

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Benicia, CA 94510

Rebecca Jeanenne Hooley

International, Public Law, Gift Taxation, Civil & Human Rights

Status: In Good Standing Licensed: 24 Years

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1025 Escobar St, Martinez, CA 94553

800-923-0641

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LEGAL TERMS

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.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

FAMILY POT TRUST

See pot trust.

CURATOR

See conservator.

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.

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.

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.

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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Port Costa Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jennifer Erin Elgie

Oliver Whitney Bray

Louis S Caretti

Thomas Kabrick Porta

Deborah Moritz-Farr

Anthony B. Varni

Natalya G Attestatova

Rebecca Jeanenne Hooley

TIPS

LEGAL TERMS

BYPASS TRUST

GENERATION-SKIPPING TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

EXECUTOR

FAMILY POT TRUST

CURATOR

SUMMARY PROBATE

DOWER AND CURTESY

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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