Happy Valley Estate Planning Lawyer, Oregon, page 4

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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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2. Email
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Includes: Gift Taxation

Lee Davis Kell

Electronic Commerce, Estate Planning, Corporate, Contract

Status:

CONTACT

520 Sw Yamhill St, Portland, OR 97204

Gregory J Englund

Commercial Real Estate, Electronic Commerce, Estate Planning, Contract

Status: Licensed: 44 Years

CONTACT

117 Sw Taylor St, Happy Valley, OR 97204

Matthew S Parkin

International, Gift Taxation, Business, Bankruptcy & Debt, Education

Status: Licensed: 28 Years

CONTACT

1000 Sw Broadway, Happy Valley, OR 97205

Peter Joseph Duffy

International Tax, International, Estate Planning, Estate

Status: Licensed: 38 Years

CONTACT

111 Sw 5Th Ave, Happy Valley, OR 97204

Kay B. Abramowitz

Estate Planning, Estate

Status: Licensed: 41 Years

CONTACT

111 Sw 5Th Ave, Happy Valley, OR 97204

Robert J. Preston

Commercial Real Estate, International Tax, Estate Planning, Business

Status:

CONTACT

707 Sw Washington St, Happy Valley, OR 97205

Mitchel R Cohen

International Tax, Electronic Commerce, Estate Planning, Contract

Status: Licensed: 49 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Timothy J. Wachter

International Tax, International, Estate Planning, Estate

Status: Licensed: 38 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Amy Elvira Bilyeu

International Tax, International, Estate Planning, Estate

Status: Licensed: 24 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Stephen John Klarquist

Commercial Real Estate, International Tax, Electronic Commerce, Estate Planning

Status: Licensed: 40 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

800-814-6700

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LEGAL TERMS

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

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. ...

Happy Valley Estate Planning Lawyer, Oregon, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Lee Davis Kell

Gregory J Englund

Matthew S Parkin

Peter Joseph Duffy

Kay B. Abramowitz

Robert J. Preston

Mitchel R Cohen

Timothy J. Wachter

Amy Elvira Bilyeu

Stephen John Klarquist

TIPS

LEGAL TERMS

NONPROBATE

CHARITABLE TRUST

QTIP TRUST

REAL ESTATE AGENT

CONTINGENT BENEFICIARY

ANCILLARY PROBATE

WILL

GENERATION-SKIPPING TRANSFER TAX

SUMMARY PROBATE

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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