Del Mar 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

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

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FREE CONSULTATION

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12526 High Bluff Drive, San Diego, CA 92130

Jerry Haller Sankary

International, Gift Taxation

Status: Licensed: 49 Years

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Cardiff By The Sea, CA 92007

Susan Denise Nattrass

Tax, Wills, Trusts, Estate Planning

Status: Licensed: 29 Years

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N/A, Cardiff By The Sea, CA 92007

Nicholas Benjamin Buss

International, Agriculture, Gift Taxation, Business

Status: Licensed: 10 Years

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Cardiff By The Sea, CA 92007

Kristin Marie Fowle Smith

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Licensed: 19 Years

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1835 Lahoud Dr, Cardiff By The Sea, CA 92007

Jeffrey Michael Brown

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: Licensed: 37 Years

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740 Munevar Rd, Cardiff By The Sea, CA 92007

Christopher Michael Rubinstein

International, Gift Taxation, Tax

Status: Licensed: 13 Years

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12860 El Camino Real, Carlsbad, CA 92009

Dennis John Mieskoski

Real Estate, International, Gift Taxation

Status: Licensed: 36 Years

CONTACT

2658 Del Mar Heights Rd, Del Mar, CA 92014

Jessica Lori Janov

Tax, Gift Taxation

Status: Licensed: 25 Years

CONTACT

13058 Portofino Dr, Del Mar, CA 92014

James R. Rodgers

Oil & Gas, Estate Planning, Civil Rights, Personal Injury

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CONTACT

445 Marine View Ave, Del Mar, CA 92014

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LEGAL TERMS

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

FAILURE OF ISSUE

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

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

CERTIFICATION OF TRUST

See abstract of trust.

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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Del Mar Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Shannon Howell

Jerry Haller Sankary

Susan Denise Nattrass

Nicholas Benjamin Buss

Kristin Marie Fowle Smith

Jeffrey Michael Brown

Christopher Michael Rubinstein

Dennis John Mieskoski

Jessica Lori Janov

James R. Rodgers

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

NET ESTATE

EXEMPTION TRUST

ESTATE PLANNING

SUMMARY PROBATE

FAILURE OF ISSUE

SPENDTHRIFT TRUST

INTESTATE

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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