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

Aaron D Cilek

Contract, Estate, Wills, Estate Planning, Wills

Status:

CONTACT

6500 S Macadam Ave, Happy Valley, OR 97239

Aaron S Lohman

Estate Planning, Business & Trade, Bankruptcy

Status: Licensed: 11 Years

CONTACT

1530 Sw Taylor St, Portland, OR 97205

Abby Wool Landon

Tax, Litigation, Estate Planning, Business

Status: Licensed: 34 Years

CONTACT

7355 Sw Hermoso Way, Happy Valley, OR 97223

Adam Carl Kobos

Civil Rights, Gift Taxation, International, Tax, International Tax

Status: Licensed: 23 Years

CONTACT

100 Sw Main St, Happy Valley, OR 97204

Alexander A Redmond

Landlord-Tenant, Agriculture, Estate Planning, Estate, Federal

Status: Licensed: 9 Years

CONTACT

273 N Grant St, Canby, OR 97013

Alexandra Thompson Devendra

Business, Employment Discrimination, Estate Planning, Trusts, Intellectual Property

Status: Licensed: 14 Years

CONTACT

511 Sw 10Th Ave, Happy Valley, OR 97205

Amanda Faye Bierbrauer

Estate Planning, Electronic Commerce

Status: Licensed: 4 Years

CONTACT

1257 Sw 6Th Cir, Troutdale, OR 97060

Amy Elvira Bilyeu

International Tax, International, Estate Planning, Estate

Status: Licensed: 24 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Amy L Davidson

Estate Planning, Estate, Guardianships & Conservatorships, Elder Law

Status: Licensed: 22 Years

CONTACT

6500 Sw Macadam Ave, Portland, OR 97239

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

KINDRED

Under some state's probate codes, all relatives of a deceased person.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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

Aaron D Cilek

Aaron S Lohman

Abby Wool Landon

Adam Carl Kobos

Alexander A Redmond

Alexandra Thompson Devendra

Amanda Faye Bierbrauer

Amy Elvira Bilyeu

Amy L Davidson

TIPS

LEGAL TERMS

GRANTOR

AB TRUST

SPECIAL ADMINISTRATOR

KINDRED

AUGMENTED ESTATE

HEIR AT LAW

PETITION

DOWER AND CURTESY

EXECUTOR

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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