Templeton 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

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

756 Santa Rosa Street, San Luis Obispo, CA 93401

Glen Robert Lewis

Real Estate, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 50 Years

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5855 Capistrano Ave, Atascadero, CA 93422

Jennifer Leigh Hayner

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 26 Years

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6955 San Luis Ave, Atascadero, CA 93422

Thomas Joseph Madden

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status: In Good Standing

CONTACT

1948 Spring St, Paso Robles, CA 93446

Stewart D. Jenkins

State and Local, Public Interest Law, Estate Planning, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1336 Morro St., San Luis Obispo, CA 93401

Jed Daniel Hazeltine

Wills, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

778 Osos St, San Luis Obispo, CA 93401

Herbert Arthur Stroh

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

1041 Mill St, San Luis Obispo, CA 93401

Ryan Christopher Andrews

Gift Taxation, Environmental Law, Employee Rights, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

Dallas K Mosier

International Tax, Intellectual Property, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

Craig Stephen Ainsworth

Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

1103 Johnson Ave, San Luis Obispo, CA 93401

800-923-0641

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LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of 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.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

CREDIT SHELTER TRUST

See AB trust.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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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Templeton Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Stephen K Hall

Glen Robert Lewis

Jennifer Leigh Hayner

Thomas Joseph Madden

Stewart D. Jenkins

Jed Daniel Hazeltine

Herbert Arthur Stroh

Ryan Christopher Andrews

Dallas K Mosier

Craig Stephen Ainsworth

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

IN TERROREM

ESTATE TAXES

SPECIAL ADMINISTRATOR

LETTERS TESTAMENTARY

CREDIT SHELTER TRUST

INTESTATE SUCCESSION

TRUSTEE POWERS

INVENTORY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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