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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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Jerome Joseph Carrasco

Trusts, Wills

Status: In Good Standing Licensed: 48 Years

CONTACT

26459 Rancho Pkwy S, El Toro, CA 92630

James Sherman Weisz

Wills, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 36 Years

CONTACT

26487 Rancho Parkway South, El Toro, CA 92630

Mirwais Mohammad Asef

Estate, Contract

Status: In Good Standing

CONTACT

985 Chantel Dr, Corona, CA 92879

James Sherman Weisz

Wills, Trusts, Corporate

Status: In Good Standing

CONTACT

26487 Rancho Parkway South, El Toro, CA 92630

Brian John Hogan

Estate, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

22431 Antonio Pkwy, Rancho Santa Margarita, CA 92688

Abbas K Gokal

Trusts, Estate, Employment, Accident & Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

26080 Towne Center Drive, Foothill Ranch, CA 92610

Christopher John Leanders

Litigation, Trusts, Employee Rights, Corporate

Status: Inactive Licensed: 43 Years

CONTACT

30 Indian Pipe, Trabuco Canyon, CA 92679

Sakunthala Edith Ethirveerasingam

Landlord-Tenant, Traffic, Dispute Resolution, Wills & Probate

Status: In Good Standing Licensed: 26 Years

CONTACT

16829 Ponderosa Ln, Riverside, CA 92504

Susan Ruth Medwied

Other, Tax, Landlord-Tenant, Trusts

Status: In Good Standing Licensed: 48 Years

CONTACT

30021 Tomas St, Rancho Santa Margarita, CA 92688

Dennis Harvey Bedford

Real Estate, Gift Taxation, Business, Private Schools

Status: In Good Standing Licensed: 11 Years

CONTACT

22382 Avenida Empresa, Rancho Santa Margarita, CA 92688

800-923-0641

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LEGAL TERMS

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

IRREVOCABLE TRUST

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

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

FAILURE OF ISSUE

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

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Temescal Valley Estate Lawyer, California, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jerome Joseph Carrasco

James Sherman Weisz

Mirwais Mohammad Asef

James Sherman Weisz

Brian John Hogan

Abbas K Gokal

Christopher John Leanders

Sakunthala Edith Ethirveerasingam

Susan Ruth Medwied

Dennis Harvey Bedford

TIPS

LEGAL TERMS

INTESTATE

IRREVOCABLE TRUST

PETITION

AB TRUST

TRUST MERGER

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

POWER OF APPOINTMENT

FAMILY ALLOWANCE

FAILURE OF ISSUE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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