Cayucos Estate Planning 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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Includes: Gift Taxation

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law

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CONTACT

756 Santa Rosa Street, San Luis Obispo, CA 93401

Anne Catherine Cyr

Trusts, Estate Planning, Estate

Status: Licensed: 32 Years

CONTACT

Los Osos, CA 93412

James Keith George

Estate Planning

Status: Licensed: 55 Years

CONTACT

Los Osos, CA 93412

Glen Robert Lewis

Real Estate, International, Trusts, Gift Taxation

Status: Licensed: 51 Years

CONTACT

5855 Capistrano Ave, Atascadero, CA 93422

Jonathan Ian Miller

Tax, International, Gift Taxation

Status: Licensed: 31 Years

CONTACT

1330 Las Encinas Dr, Los Osos, CA 93402

Jennifer Leigh Hayner

Tax, International, Gift Taxation

Status: Licensed: 26 Years

CONTACT

6955 San Luis Ave, Atascadero, CA 93422

Thomas Joseph Madden

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status:

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1948 Spring St, Paso Robles, CA 93446

Stewart D. Jenkins

State and Local, Public Interest Law, Estate Planning, Divorce & Family Law

Status: Licensed: 47 Years

CONTACT

1336 Morro St., San Luis Obispo, CA 93401

Jed Daniel Hazeltine

Wills, Trusts, Gift Taxation, Bankruptcy

Status: Licensed: 26 Years

CONTACT

778 Osos St, San Luis Obispo, CA 93401

Herbert Arthur Stroh

Tax, Trusts, Estate Planning, Estate

Status: Licensed: 40 Years

CONTACT

1041 Mill St, San Luis Obispo, CA 93401

800-814-6700

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LEGAL TERMS

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

SURROGATE COURT

See probate court.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

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.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

LIFE BENEFICIARY

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

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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Cayucos Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Stephen K Hall

Anne Catherine Cyr

James Keith George

Glen Robert Lewis

Jonathan Ian Miller

Jennifer Leigh Hayner

Thomas Joseph Madden

Stewart D. Jenkins

Jed Daniel Hazeltine

Herbert Arthur Stroh

TIPS

LEGAL TERMS

ESTATE TAXES

SURROGATE COURT

BENEFICIARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

PUBLIC ADMINISTRATOR

REMAINDERMAN

RESIDUARY BENEFICIARY

LIFE BENEFICIARY

REAL ESTATE AGENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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