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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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Elina Nicole Agnoli

Estate Planning, Products Liability, Contract, Dispute Resolution, Family Law

Status: In Good Standing Licensed: 16 Years

CONTACT

140 Branscomb Rd, Branscomb, CA 95454

Lorraine Ellen Baur

General Practice

Status: Inactive Licensed: 28 Years

CONTACT

418 W Mill St, Calpella, CA 95482

Charlotte Elizabeth Scott

Estate Planning, Natural Resources, Elder Law, Trusts, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

501 Low Gap Road, Calpella, CA 95482

Norman G Rosen

Divorce & Family Law, Trusts, Family Law, Dispute Resolution

Status: In Good Standing Licensed: 47 Years

CONTACT

280 N Oak St, Calpella, CA 95482

Mark Leland Ranft

Real Estate, Litigation, Trusts, Family Law

Status: In Good Standing Licensed: 29 Years

CONTACT

597 S Main St, Calpella, CA 95482

David Eugene Shell

Real Estate, Trusts, Estate

Status: Inactive Licensed: 47 Years

CONTACT

206 S Oak St, Calpella, CA 95482

Meredith J Lintott

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 39 Years

CONTACT

212 W Perkins St, Calpella, CA 95482

David Eugene Nelson

Wills, Trusts, Estate Planning, Environmental Law

Status: Inactive

CONTACT

100 N State St, Calpella, CA 95482

Michaelyn Patrice Wipf

Immigration, Estate

Status: In Good Standing Licensed: 10 Years

CONTACT

200 N School St, Calpella, CA 95482

Margarita Salcedo Rice

Commercial Real Estate, Litigation, Trusts, Contract, Business

Status: In Good Standing

CONTACT

305 N Main St, Calpella, CA 95482

800-923-0641

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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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Westport Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Elina Nicole Agnoli

Lorraine Ellen Baur

Charlotte Elizabeth Scott

Norman G Rosen

Mark Leland Ranft

David Eugene Shell

Meredith J Lintott

David Eugene Nelson

Michaelyn Patrice Wipf

Margarita Salcedo Rice

TIPS

LEGAL TERMS

CREDIT SHELTER TRUST

FUNDING A TRUST

ALTERNATE BENEFICIARY

STATUTORY SHARE

TAKING AGAINST THE WILL

CERTIFIED COPY

AB TRUST

REAL ESTATE AGENT

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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