Belvedere Tiburon Trusts 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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Christopher Story Armstrong

Business, Gift Taxation, International, Trusts

Status: Licensed: 53 Years

CONTACT

Belvedere Tiburon, CA 94920

Judy Melinda Jo Dick

Accident & Injury, Trusts, Government, Lawsuit & Dispute, Other

Status: Licensed: 50 Years

CONTACT

Belvedere Tiburon, CA 94920

Patricia Mayer Doyle

Estate, Wills & Probate, Trusts, Guardianships & Conservatorships

Status: Licensed: 38 Years

CONTACT

Belvedere Tiburon, CA 94920

Brooke Powell Halsey

Consumer Protection, Trusts, Motor Vehicle, Traffic, Motor Vehicle

Status: Licensed: 36 Years

CONTACT

Belvedere Tiburon, CA 94920

Jeannette Dilg Richards

Trusts, Estate Planning, Estate

Status: Licensed: 36 Years

CONTACT

Belvedere Tiburon, CA 94920

John Raymond Gallagher

General Practice

Status: Licensed: 54 Years

CONTACT

28 Marinero Cir, Belvedere Tiburon, CA 94920

Philip James Henry

General Practice

Status: Licensed: 43 Years

CONTACT

720 Hilary Dr, Belvedere Tiburon, CA 94920

Jason William Kuhns

Business, Civil Rights, Trusts

Status: Licensed: 30 Years

CONTACT

1550 Tiburon Blvd, Belvedere Tiburon, CA 94920

William A Kuhns

Trusts, Estate

Status: Licensed: 51 Years

CONTACT

1550 Tiburon Blvd, Belvedere Tiburon, CA 94920

Andrew Evered Allen

General Practice

Status: Licensed: 49 Years

CONTACT

83 Beach Road, Belvedere Tiburon, CA 94920

800-814-6700

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LEGAL TERMS

FAILURE OF ISSUE

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

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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).

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

IRREVOCABLE TRUST

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

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Belvedere Tiburon Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Christopher Story Armstrong

Judy Melinda Jo Dick

Patricia Mayer Doyle

Brooke Powell Halsey

Jeannette Dilg Richards

John Raymond Gallagher

Philip James Henry

Jason William Kuhns

William A Kuhns

Andrew Evered Allen

TIPS

LEGAL TERMS

FAILURE OF ISSUE

QTIP TRUST

CONTINGENT BENEFICIARY

REMAINDERMAN

PER CAPITA

HEIR APPARENT

AB TRUST

SUMMARY PROBATE

IRREVOCABLE TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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