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Roger Rosen
About | Practice Areas
Rosenberg Mendlin & Rosen, LLP
528 Colorado Ave Santa Monica, CA 90401» view map
Estate
A California law firm focusing on litigation

We represent clients in a number of litigation settings.

800-887-8721
1. Roger Rosen Santa Monica, CA
  Attorney at Law - CA, 1985
  UCLA School of Law J.D. 1985
2. AboutRosenberg Mendlin & Rosen, LLP
  Over 25 years of experience
3. Practice AreasExpertise
  Estate
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Includes: Estate Administration, Living Wills, Wills

Edward M. Burgh

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

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21550 Oxnard Street, Woodland Hills, CA 91367

Gerald L. Kane

Estate, Guardianships & Conservatorships, Elder Law, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

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16255 Ventura Boulevard, Encino, CA 91436

James A. Schmiesing

Commercial Real Estate, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

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Central Orange County, 400 North Tustin Avenue, Santa Ana, CA 92705

Jennifer L. Field

Wills & Probate, Trusts, Estate, Business Organization

Status: In Good Standing

FREE CONSULTATION

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405 N. Indian Hill Boulevard, Claremont, CA 91711

Jerry Joseph Persky

Social Security, Government, Wills & Probate

Status: In Good Standing

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5657 Wilshire Blvd., Los Angeles, CA 90036

Jessica A. Uzcategui

Litigation, Wills & Probate

Status: In Good Standing

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350 South Grand Ave, Los Angeles, CA 90071

Joel Samuel Farkas

Family Law, Banking & Finance, Wills & Probate, Civil Rights

Status: In Good Standing

FREE CONSULTATION

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15545 Devonshire Street, Mission Hills, CA 91345

John Balian

Business Organization, Wills & Probate, Estate Planning, Bankruptcy

Status: In Good Standing

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21550 Oxnard Street, Woodland Hills, CA 91367

Kenny Tan

Eminent Domain, Wills & Probate, Business Organization, Banking & Finance

Status: In Good Standing

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640 N. Diamond Bar Blvd., Diamond Bar, CA 91765

Les J. Wolin

Corporate, Wills & Probate, Tax

Status: In Good Standing

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15760 Ventura Boulevard, Encino, CA 91436

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.

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.

INTER VIVOS TRUST

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

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

NET ESTATE

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

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Los Angeles Wills & Probate Lawyer, California, page 4

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Edward M. Burgh

Gerald L. Kane

James A. Schmiesing

Jennifer L. Field

Jerry Joseph Persky

Jessica A. Uzcategui

Joel Samuel Farkas

John Balian

Kenny Tan

Les J. Wolin

TIPS

LEGAL TERMS

KINDRED

PER STIRPES

ANCILLARY PROBATE

GENERATION-SKIPPING TRANSFER TAX

INTER VIVOS TRUST

PER CAPITA

NET ESTATE

PUBLISHED WORK

PROPERTY CONTROL TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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