Monrovia Trusts Lawyer, California

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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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John S Morris

Estate, Trusts, Wills & Probate, Estate Administration

Status: In Good Standing Licensed: 30 Years

FREE CONSULTATION

CONTACT

150 North Santa Anita Avenue, Arcadia, CA 91006

Marc G Garlett

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

100 W Lemon Ave, Monrovia, CA 91016

Timothy Gene Mishler

Litigation, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

816 W Foothill Blvd, Monrovia, CA 91016

John Stuart Morris

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

150 N Santa Anita Ave, Arcadia, CA 91006

James Reding Helms

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2220 Sewanee Ln, Arcadia, CA 91007

Catherine Ken

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 28 Years

CONTACT

805 W Duarte Rd, Arcadia, CA 91007

John Leroy Shaw

Other, Lawsuit & Dispute, Wills, Trusts

Status: In Good Standing Licensed: 51 Years

CONTACT

5816 Temple City Blvd, Temple City, CA 91780

Russell Guy Fujiwara

Intellectual Property, Trusts, Corporate, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

825 S Primrose Ave, Monrovia, CA 91016

Russell Guy Fujiwara

Traffic, Intellectual Property, Trusts, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

825 S Primrose Ave, Monrovia, CA 91016

John B Wei-Yuen Lee

Trusts, Estate, Criminal

Status: In Good Standing Licensed: 28 Years

CONTACT

688 W Foothill Blvd, Monrovia, CA 91016

800-923-0641

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LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

HEIR APPARENT

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

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.

CERTIFICATION OF TRUST

See abstract of trust.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

SURROGATE COURT

See probate court.

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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Monrovia Trusts Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

John S Morris

Marc G Garlett

Timothy Gene Mishler

John Stuart Morris

James Reding Helms

Catherine Ken

John Leroy Shaw

Russell Guy Fujiwara

Russell Guy Fujiwara

John B Wei-Yuen Lee

TIPS

LEGAL TERMS

INCOMPETENCE

SPECIFIC BEQUEST

HEIR APPARENT

FINAL BENEFICIARY

CERTIFICATION OF TRUST

RESIDUARY ESTATE

TESTAMENTARY TRUST

PROBATE COURT

SURROGATE COURT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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