Rancho Santa Fe Estate Planning Lawyer, California

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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

Charles S. LiMandri

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 41 Years

CONTACT

Rancho Santa Fe, CA 92067

Richard Salpietra

Construction, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 28 Years

CONTACT

16236 San Dieguito Rd, Rancho Santa Fe, CA 92067

Elizabeth Anne Tresp

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Tomer Taylor Gutman

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

462 Stevens Ave, Solana Beach, CA 92075

Merwyn Jay Miller

Wills, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

191 Calle Magdalena, Encinitas, CA 92024

Amy Marks Rypins

Trusts, Gift Taxation, Family Law, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

169 Saxony Rd, Encinitas, CA 92024

Nan Dempsey Gelardo

Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

140 Encinitas Blvd, Encinitas, CA 92024

Michael James Brawner

Commercial Real Estate, Real Estate, Gift Taxation, Corporate

Status: In Good Standing Licensed: 13 Years

CONTACT

Rancho Santa Fe, CA 92067

Charles Joseph Jamison

Other, Gift Taxation, Consumer Protection, Bankruptcy

Status: In Good Standing Licensed: 47 Years

CONTACT

1345 Blvd, Encinitas, CA 92024

Jason Richard Schingler

Trusts, Gift Taxation, Estate Planning, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

462 Stevens Avenue, Solana Beach, CA 92075

800-923-0641

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LEGAL TERMS

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An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will.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.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

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.

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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Rancho Santa Fe Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Charles S. LiMandri

Richard Salpietra

Elizabeth Anne Tresp

Tomer Taylor Gutman

Merwyn Jay Miller

Amy Marks Rypins

Nan Dempsey Gelardo

Michael James Brawner

Charles Joseph Jamison

Jason Richard Schingler

TIPS

LEGAL TERMS

ADMINISTRATRIX

ESTATE PLANNING

IRREVOCABLE TRUST

CONTINGENT BENEFICIARY

GRANTOR

QTIP TRUST

REAL ESTATE AGENT

RULE AGAINST PERPETUITIES

DISTRIBUTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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