Wedderburn Estate Planning Lawyer, Oregon

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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

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John R Huttl

Government, Civil & Human Rights

Status: In Good Standing Licensed: 29 Years

CONTACT

94235 Moore St, Gold Beach, OR 97444

Christopher Keusink

Real Estate, Estate, Divorce & Family Law, Accident & Injury

Status: In Good Standing Licensed: 40 Years

CONTACT

29284 Ellensburg Ave, Gold Beach, OR 97444

M John Spicer

General Practice

Status: Retired Licensed: 52 Years

CONTACT

94211 Gauntlett St, Gold Beach, OR 97444

Cynthia Lynnae Beaman

General Practice

Status: In Good Standing Licensed: 26 Years

CONTACT

94235 Moore St, Gold Beach, OR 97444

Jesse C Margolis

General Practice

Status: In Good Standing Licensed: 32 Years

CONTACT

94235 Moore St, Gold Beach, OR 97444

Joshua A Spansail

Landlord-Tenant, Motor Vehicle, Lawsuit & Dispute, Workers' Compensation

Status: In Good Standing Licensed: 10 Years

CONTACT

94235 Moore St, Gold Beach, OR 97444

James W Gardner

Commercial Real Estate, Energy, Public Utilities, Criminal

Status: In Good Standing Licensed: 52 Years

CONTACT

94240 Gauntlett St, Gold Beach, OR 97444

Frank C Roberts

General Practice

Status: Suspended Licensed: 37 Years

CONTACT

94202 E 2nd St, Gold Beach, OR 97444

Everett Dial

General Practice

Status: In Good Standing Licensed: 33 Years

CONTACT

94235 Moore St, Gold Beach, OR 97444

Chris Keusink

Accident & Injury, Personal Injury

Status: In Good Standing

CONTACT

29284 Ellensburg Ave, Gold Beach, OR 97444

800-923-0641

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LEGAL TERMS

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

TITLE COMPANY

A company that issues title insurance.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

NET ESTATE

The value of all property owned at death less liabilities or debts.

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).

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Wedderburn Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

John R Huttl

Christopher Keusink

M John Spicer

Cynthia Lynnae Beaman

Jesse C Margolis

Joshua A Spansail

James W Gardner

Frank C Roberts

Everett Dial

Chris Keusink

TIPS

LEGAL TERMS

AB TRUST

PROVING A WILL

TITLE COMPANY

POWER OF APPOINTMENT

PER CAPITA

NET ESTATE

GRANTOR RETAINED INCOME TRUST

BYPASS TRUST

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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