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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: Gift Taxation

Catalina Alejandra Reynoso

Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 7 Years

CONTACT

4401 Atlantic Ave, Carson, CA 90807

Daniel Joseph Wilson

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 42 Years

CONTACT

8141 2Nd St, Downey, CA 90241

Denise Leslie Huston

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 31 Years

CONTACT

14003 Mcnab Ave, Bellflower, CA 90706

Frank R. Acuna

Wills, Trusts, Estate Planning, Estate

Status: Suspended Licensed: 38 Years

CONTACT

4722 Sunfield Ave, Carson, CA 90808

James Vicente Michael Sanchez

Estate Planning, Bankruptcy, Contract, Family Law, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

4154 Norse Way, Carson, CA 90808

Kevin Robert Johnson

Wills, Trusts, Estate Planning, Family Law

Status: Suspended Licensed: 27 Years

CONTACT

5958 Pearce Ave, Lakewood, CA 90712

Marie Antoinette Gokim

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

10900 183Rd St, Artesia, CA 90703

Michael C. Denlinger

Tax, Gift Taxation

Status: In Good Standing Licensed: 37 Years

CONTACT

7309 Shady Oak Dr, Downey, CA 90240

Norma Iris Garcia

General Practice

Status: In Good Standing Licensed: 40 Years

CONTACT

17434 Bellflower Boulevard, Bellflower, CA 90706

Obi Ugochukwu

Corporate, Credit & Debt, Gift Taxation, Tax

Status: In Good Standing

CONTACT

16809 Bellflower Blvd, Bellflower, CA 90706

800-923-0641

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LEGAL TERMS

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

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.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TESTAMENTARY TRUST

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

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

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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Paramount Estate Planning Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Catalina Alejandra Reynoso

Daniel Joseph Wilson

Denise Leslie Huston

Frank R. Acuna

James Vicente Michael Sanchez

Kevin Robert Johnson

Marie Antoinette Gokim

Michael C. Denlinger

Norma Iris Garcia

Obi Ugochukwu

TIPS

LEGAL TERMS

IN TERROREM

POWER OF APPOINTMENT

PER STIRPES

FAMILY ALLOWANCE

EXEMPTION TRUST

TRUSTEE

TESTAMENTARY TRUST

SPRINKLING TRUST

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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