Visalia Trusts 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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Richard Bruce Barron

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status:

CONTACT

632 W Oak Ave, Visalia, CA 93291

James Albert Wainwright

Family Law, Guardianships & Conservatorships, Wills, Trusts

Status: Licensed: 49 Years

CONTACT

220 S Mooney Blvd, Visalia, CA 93291

Russell Raymond Mckinney

Military, Litigation, Trusts, Products Liability, Slip & Fall Accident

Status: Licensed: 57 Years

CONTACT

220 S Mooney Blvd, Visalia, CA 93291

Joshua Steven Alipaz

International, Trusts, Estate, Business

Status:

CONTACT

403 N Floral St, Visalia, CA 93291

Roy Merl Ledford

Agriculture, Trusts, Corporate, Business

Status: Licensed: 47 Years

CONTACT

100 Willow Plaza, Visalia, CA 93291

Gary Harvey Ruddell

Landlord-Tenant, Lawsuit, Trusts, Estate, Wills & Probate

Status:

CONTACT

1102 N Chinowth St, Visalia, CA 93291

John Christopher Gomez

Wills, Trusts, Family Law, Criminal

Status: Licensed: 24 Years

CONTACT

1148 N Chinowth St, Visalia, CA 93291

John Lauren Miller

Trusts, Estate, Elder Law, Civil & Human Rights

Status: Licensed: 60 Years

CONTACT

2340 W. Whitendale Ave, Visalia, CA 93277

Peter Alan Sherwood

Trusts, Estate

Status: Licensed: 39 Years

CONTACT

225 W Oak Ave, Visalia, CA 93291

Joseph M Simoes

Estate Planning, Contract, Family Law, Trusts, Estate

Status: Licensed: 20 Years

CONTACT

250 N. "M" Street, Tulare, CA 93274

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LEGAL TERMS

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

FUNDING A TRUST

Transferring ownership of property to a trust.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

DEVISEE

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

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic 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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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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Visalia Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Richard Bruce Barron

James Albert Wainwright

Russell Raymond Mckinney

Joshua Steven Alipaz

Roy Merl Ledford

Gary Harvey Ruddell

John Christopher Gomez

John Lauren Miller

Peter Alan Sherwood

Joseph M Simoes

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

FUNDING A TRUST

INHERITANCE TAXES

PRETERMITTED HEIR

PERSONAL PROPERTY

DEVISEE

QDOT TRUST

REAL ESTATE AGENT

RESIDUARY ESTATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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