Brightwood 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

M. Scott Leibenguth

Farms, Estate Planning, Family Law, Divorce

Status:

CONTACT

1500 S.W. First Avenue, Portland, OR 97201

Eric Deweese

Commercial Real Estate, Estate Planning, Personal Injury, Accident & Injury

Status: Licensed: 16 Years

CONTACT

13100 Se Sunnyside Rd, Boring, OR 97015

Lee A. Meadowcroft

Federal, Government, Estate Planning, Estate

Status: Licensed: 31 Years

CONTACT

Boring, OR 97009

Raymond P. Young

General Practice

Status: Licensed: 41 Years

CONTACT

219 E Historic Columbia River Hwy, Troutdale, OR 97060

J Gregory Salyards

Wills & Probate, Corporate, Elder Law, Estate Planning, International Other

Status: Licensed: 19 Years

CONTACT

16006 S Springwater Rd, Oregon City, OR 97045

Cynthia Allen Mccormick

Elder Law, Estate Planning, Commercial Real Estate

Status: Licensed: 35 Years

CONTACT

21075 S Mountain Meadow Rd, Beavercreek, OR 97004

Yunus Muhammad Paisner

Personal Injury, Personal Injury, Estate Planning, Electronic Commerce, Immigration

Status:

CONTACT

9221 Sw Barbur Blvd, Happy Valley, OR 97219

John Joseph Christianson

International, Estate Planning, Estate, Personal Injury

Status: Licensed: 19 Years

CONTACT

2035 Nw Front Ave, Happy Valley, OR 97209

Joanna L Dorchuck

General Practice

Status:

CONTACT

4932 Se Woodstock Blvd, Happy Valley, OR 97206

Janet L. Grayson

Landlord-Tenant, Estate Planning, Civil Rights, Contract

Status: Licensed: 20 Years

CONTACT

7959 Se Foster Rd, Happy Valley, OR 97206

800-814-6700

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LEGAL TERMS

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

LIFE BENEFICIARY

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

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

PREDECEASED SPOUSE

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

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. ...

Brightwood Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

M. Scott Leibenguth

Eric Deweese

Lee A. Meadowcroft

Raymond P. Young

J Gregory Salyards

Cynthia Allen Mccormick

Yunus Muhammad Paisner

John Joseph Christianson

Joanna L Dorchuck

Janet L. Grayson

TIPS

LEGAL TERMS

BEQUEATH

SPECIFIC BEQUEST

INTER VIVOS TRUST

SURVIVING SPOUSE'S TRUST

SUMMARY PROBATE

LIFE BENEFICIARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

AB TRUST

PREDECEASED SPOUSE

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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