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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

Linda Mane Nakamura

Family Law, Immigration, Child Support, Estate Planning

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150 N. Santa Anita Avenue, Arcadia, CA 91006

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate

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225 South Lake Avenue, Pasadena, CA 91101

Lisa Tan

Corporate, Employment, Estate Planning, Family Law

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225 South Lake Avenue, Pasadena, CA 91101

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

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251 South Lake Avenue, Pasadena, CA 91101

Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning

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301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Christopher J. Currer

Estate Planning, Wills & Probate, Tax

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301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract

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30 N. Raymond Avenue, Pasadena, CA 91103

Wendy E. Hartmann

International Tax, Trusts, Estate Planning, Estate, Family Law

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130 S. Jackson Street, Glendale, CA 91205

Liana Nazaryan

Family Law, Child Support, Estate Planning, Adoption

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801 North Brand Boulevard, Glendale, CA 91203

James M. Polish

Ethics, Estate Planning, Family Law, Corporate

Status: In Good Standing

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444 S. Flower Street, Los Angeles, CA 90071

800-923-0641

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

FAMILY POT TRUST

See pot trust.

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).

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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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Valyermo Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Linda Mane Nakamura

Chet R. Bhavsar

Lisa Tan

Christopher Bernard Johnson

Marc R. Isaacson

Christopher J. Currer

Raymond Zakari

Wendy E. Hartmann

Liana Nazaryan

James M. Polish

TIPS

LEGAL TERMS

EXEMPTION TRUST

GRANT DEED

REAL ESTATE AGENT

MINERAL RIGHTS

CONSERVATOR

FAMILY POT TRUST

GRANTOR RETAINED INCOME TRUST

PREDECEASED SPOUSE

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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