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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

Anthony J. Ward

Business Organization, Estate Planning, Family Law, Personal Injury

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3848 West Carson Street, Torrance, CA 90503

James C. Shields

Wills & Probate, Estate Planning, Guardianships & Conservatorships, Bankruptcy, Divorce

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21707 Hawthorne Boulevard, Torrance, CA 90503

Philip Joel Kavesh

Other, Wills, Trusts, Gift Taxation

Status: Licensed: 46 Years

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990 W 190Th Street, Torrance, CA 90502

Rebecca Lee Tomlin Schroff

Trusts, Estate Planning

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21515 Hawthorne Blvd, Torrance, CA 90503

Walt Hindenlang

Estate, Estate Planning, Trusts, Wills & Probate

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3424 W. Carson Street, Torrance, CA 90503

Brian Robert Brandlin

Power of Attorney, Landlord-Tenant, Trusts, Estate Planning

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2377 Crenshaw Blvd, Torrance, CA 90501

Angela Bellanca Klenk

International Tax, Wills, Trusts, Estate Planning, Estate

Status: Licensed: 31 Years

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3528 Torrance Blvd, Torrance, CA 90503

Armen Derek Gregorian

Trusts, Estate Planning

Status: Licensed: 20 Years

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21250 Hawthorne Blvd, Torrance, CA 90503

Daniel Lewis Hess

Tax, International, Gift Taxation

Status: Licensed: 40 Years

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1625 Abalone Ave, Torrance, CA 90501

James Alan Diamond

Trusts, Gift Taxation, Estate Planning, Estate, Business

Status: Licensed: 40 Years

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1875 W Redondo Beach Blvd, Gardena, CA 90247

800-814-6700

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Carson Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Anthony J. Ward

James C. Shields

Philip Joel Kavesh

Rebecca Lee Tomlin Schroff

Walt Hindenlang

Brian Robert Brandlin

Angela Bellanca Klenk

Armen Derek Gregorian

Daniel Lewis Hess

James Alan Diamond

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

LETTERS TESTAMENTARY

GENERATION-SKIPPING TRUST

DEVISEE

SUCCESSION

PUBLIC ADMINISTRATOR

ALTERNATE BENEFICIARY

STATUTORY SHARE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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