Valencia Wills & Probate Lawyer, California, page 5

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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
1. Contact
2. Email
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Includes: Estate Administration, Living Wills, Wills

Patrick K. Huang

Construction, Mediation, Wills & Probate, Transactions

Status: Inactive

CONTACT

16633 Ventura Blvd, Encino, CA 91436

Louis Pacella

Wills, Trusts, Elder Law, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

5000 Parkway Calabasas, Calabasas, CA 91302

Alan Varner

Wills & Probate, Employment, Business, Legal Malpractice

Status: In Good Standing

CONTACT

15910 Ventura Blvd, Encino, CA 91436

Mark J. Phillips

Tax, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 45 Years

CONTACT

16633 Ventura Blvd, Encino, CA 91436

Richard A. Desantis

Wills & Probate, Business & Trade, Securities, Litigation

Status: Inactive Licensed: 64 Years

CONTACT

5950 Canoga Ave, Woodland Hills, CA 91367

Scott Martin Farkas

Wills, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Andrew L Reback

Immigration, Wills, Trusts, Accident & Injury

Status: In Good Standing Licensed: 16 Years

CONTACT

13701 Riverside Dr, Encino, CA 91423

Samuel Krane

Litigation, Wills & Probate, International Intellectual Property

Status: In Good Standing Licensed: 59 Years

CONTACT

16255 Ventura Blvd, Encino, CA 91436

Tina Marie Alleguez

Wills & Probate, Insurance, Products Liability, Personal Injury

Status: In Good Standing

CONTACT

15821 Ventura Blvd, Encino, CA 91436

Ami Martin Lybrand

Tax, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

5050 Casa Dr, Tarzana, CA 91356

800-923-0641

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LEGAL TERMS

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

CREDIT SHELTER TRUST

See AB trust.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

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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Valencia Wills & Probate Lawyer, California, page 5

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Patrick K. Huang

Louis Pacella

Alan Varner

Mark J. Phillips

Richard A. Desantis

Scott Martin Farkas

Andrew L Reback

Samuel Krane

Tina Marie Alleguez

Ami Martin Lybrand

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

TRUST CORPUS

PROBATE

SUCCESSOR TRUSTEE

CREDIT SHELTER TRUST

MINERAL RIGHTS

SWEARING MATCH

ESTATE TAXES

RESIDUARY ESTATE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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