Porter Ranch 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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Jeffrey Eliot Karpel

General Practice

Status: In Good Standing

CONTACT

10458 Des Moines Ave, Porter Ranch, CA 91326

Lawrence Holden Davis

Trusts, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

11344 Quail Creek Rd, Porter Ranch, CA 91326

Joyce L. Mallean

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Alanna E. Martin

Commercial Real Estate, Lawsuit & Dispute, Trusts, Family Law

Status: In Good Standing Licensed: 10 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Nancy Beth Pack

Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Gail Ellen Toppel

Trusts

Status: Inactive Licensed: 43 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Thomas Patrick Christopher

Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

11260 Wilbur Ave, Porter Ranch, CA 91326

Vahe K Messerlian

Visa, Trusts, Car Accident

Status: In Good Standing Licensed: 34 Years

CONTACT

18652 Los Alimos St, Porter Ranch, CA 91326

R Kyle Catterlin

Other, International, Trusts, Gift Taxation

Status: Inactive Licensed: 32 Years

CONTACT

19515 Mayall St, Northridge, CA 91324

Beth Anna Macias

Trusts, Estate, Workers' Compensation

Status: In Good Standing Licensed: 29 Years

CONTACT

20555 Devonshire St, Chatsworth, CA 91311

800-923-0641

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LEGAL TERMS

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

CURATOR

See conservator.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

HEIR APPARENT

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

FAMILY POT TRUST

See pot trust.

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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Porter Ranch Trusts Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Jeffrey Eliot Karpel

Lawrence Holden Davis

Joyce L. Mallean

Alanna E. Martin

Nancy Beth Pack

Gail Ellen Toppel

Thomas Patrick Christopher

Vahe K Messerlian

R Kyle Catterlin

Beth Anna Macias

TIPS

LEGAL TERMS

STATUTORY SHARE

TRUST MERGER

GENERATION-SKIPPING TRUST

ACCUMULATION TRUST

CURATOR

SELF-PROVING WILL

POUR-OVER WILL

HEIR APPARENT

FAMILY POT TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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