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Timothy J. Doherty
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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
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Jason John Novak

Living Wills, Trusts, Estate Planning, Guardianships & Conservatorships

Status: Licensed: 18 Years

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525 University Ave, Palo Alto, CA 94301

Alison Cherry Marer

International, Trusts, Estate

Status: Licensed: 46 Years

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310 Bryant St, Palo Alto, CA 94301

Kendal Elizabeth Fletcher

Litigation, Trusts, Family Law

Status: Licensed: 13 Years

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379 Lytton Avenue, Palo Alto, CA 94301

Wendy Chai Krog

Litigation, Lawsuit & Dispute, Trusts, Estate

Status:

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379 Lytton Avenue, Palo Alto, CA 94301

Mary Pilibos White

Trusts, Estate Planning

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2200 Sand Hill Rd, Menlo Park, CA 94025

David Ethan Durant

Trusts, Business

Status: Licensed: 34 Years

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200 Portage Ave, Palo Alto, CA 94306

Erika E. Schmidt

Litigation, Lawsuit & Dispute, Trusts, Banking & Finance

Status: Licensed: 11 Years

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525 University Ave, Palo Alto, CA 94301

Walter Martin Behn

Tax, Wills, Trusts

Status: Licensed: 12 Years

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525 University Ave, Palo Alto, CA 94301

Kenna Joyce Helms

Trusts, Estate

Status: Licensed: 51 Years

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884 Middlefield Rd, Palo Alto, CA 94301

Bryn Roe Ostby

International, Trusts, Gift Taxation, Estate

Status: Licensed: 41 Years

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1015 Middlefield Rd, Palo Alto, CA 94301

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LEGAL TERMS

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.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

CERTIFICATION OF TRUST

See abstract of trust.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Stanford Trusts Lawyer, California, page 7

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jason John Novak

Alison Cherry Marer

Kendal Elizabeth Fletcher

Wendy Chai Krog

Mary Pilibos White

David Ethan Durant

Erika E. Schmidt

Walter Martin Behn

Kenna Joyce Helms

Bryn Roe Ostby

TIPS

LEGAL TERMS

EXEMPTION TRUST

INTER VIVOS TRUST

PROBATE COURT

HEIR APPARENT

CERTIFICATION OF TRUST

FAMILY ALLOWANCE

FINAL BENEFICIARY

ADMINISTRATRIX

ENTITY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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