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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

Steven R. Patterson

Estate Planning, Family Law, Real Estate

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1800 E. Imperial Hwy, Brea, CA 92821

Christopher A. Poulos

Wills, Trusts, Estate Planning, Estate Planning

Status: Licensed: 37 Years

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101 N Orange Ave, West Covina, CA 91790

Renee Marie Rodda

International, Trusts, Gift Taxation, Business

Status: Licensed: 20 Years

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1134 N Gilbert, Anaheim, CA 92801

Ning Xie

Tax, Gift Taxation

Status: Licensed: 10 Years

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425 W Orangethorpe Ave, Fullerton, CA 92832

Marie Alice Cioth

Private Schools, Trusts, Estate Planning, Partnerships

Status: Licensed: 33 Years

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12800 Center Court Dr, Cerritos, CA 90703

David Daniel Hiskey

Other, Trusts, Estate Planning, DUI-DWI

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151 N Kraemer Blvd, Placentia, CA 92870

Traci Ly

Tax, International, Gift Taxation

Status: Licensed: 19 Years

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417 W Adams Ave, Alhambra, CA 91801

Elizabeth Robinson

Estate Planning, Wills

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13104 Philadelphia Street., Whittier, CA 90601

Robert William Renken

Tax, Trusts, Gift Taxation

Status: Licensed: 32 Years

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1600 Huntington Dr, South Pasadena, CA 91030

Robert Forbes Becker

Gift Taxation, Tax

Status: Licensed: 45 Years

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440 N Barranca Ave, Covina, CA 91723

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LEGAL TERMS

INTER VIVOS TRUST

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

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.'

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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.

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).

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.

FAMILY POT TRUST

See pot trust.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

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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Whittier Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Steven R. Patterson

Christopher A. Poulos

Renee Marie Rodda

Ning Xie

Marie Alice Cioth

David Daniel Hiskey

Traci Ly

Elizabeth Robinson

Robert William Renken

Robert Forbes Becker

TIPS

LEGAL TERMS

INTER VIVOS TRUST

PRETERMITTED HEIR

BEQUEATH

ENTITY

CHARITABLE TRUST

RESIDUARY BENEFICIARY

FAMILY POT TRUST

ABATEMENT

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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