San Luis Obispo County, CA Trusts Lawyers

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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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Michael Eddie Zimmerman

Premises Liability, Trusts, Estate, Slip & Fall Accident

Status: In Good Standing Licensed: 46 Years

CONTACT

Arroyo Grande, CA 93421

Martha Butterfiel Spalding

Other, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

215 S Main St, Templeton, CA 93465

John Patrick Fennacy

Litigation, Trusts, Employee Rights, Elder Law

Status: In Good Standing Licensed: 26 Years

CONTACT

Morro Bay, CA 93443

Stephen Kenneth Hall

International, Trusts, Estate, Civil & Human Rights

Status: In Good Standing

CONTACT

756 Santa Rosa St, San Luis Obispo, CA 93401

Guy Wendell Murray

Trusts, Estate, Personal Injury, Motorcycle Accident, Car Accident

Status: In Good Standing

CONTACT

255 N Wilson St, Nipomo, CA 93444

Michael Robert Pick

Construction, Trusts, Elder Law, Corporate, Personal Injury

Status: In Good Standing Licensed: 20 Years

CONTACT

1205 Portland Ave, San Luis Obispo, CA 93406

Kendall Cameron Reed

Dispute Resolution, Intellectual Property, Trusts, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

5925 Sweetie Ln, San Miguel, CA 93451

Sabrina Elaine Sander

Trusts, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

755 Santa Rosa St, San Luis Obispo, CA 93401

Karen L Scott

Trusts, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Pismo Beach, CA 93448

Patricia Mccombs Scoles

Real Estate, Trusts, Estate Planning, Business & Trade

Status: In Good Standing

CONTACT

1104 Vine St, Paso Robles, CA 93446

800-923-0641

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LEGAL TERMS

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

CREDIT SHELTER TRUST

See AB trust.

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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San Luis Obispo County, CA Trusts Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Michael Eddie Zimmerman

Martha Butterfiel Spalding

John Patrick Fennacy

Stephen Kenneth Hall

Guy Wendell Murray

Michael Robert Pick

Kendall Cameron Reed

Sabrina Elaine Sander

Karen L Scott

Patricia Mccombs Scoles

TIPS

LEGAL TERMS

PROBATE

INCOMPETENCE

FAILURE OF ISSUE

HOLOGRAPHIC WILL

GRANTOR RETAINED INCOME TRUST

CREDIT SHELTER TRUST

INVESTOR

REMAINDERMAN

ESTATE TAXES

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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