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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 R Ramos

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Estate, Trusts

John Ramos is a practicing lawyer in the state of California.

CONTACT

323-721-2514

2509 W Beverly Blvd, Montebello, CA 90640

Christina Arevalo Wentzel

Other, Trusts, Estate, Child Custody

Status: In Good Standing Licensed: 11 Years

CONTACT

17 Manzanita Ln, Compton, CA 90221

Michael Kenneth Hutchinson

Motor Vehicle, Trusts, Criminal, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

11017 Paramount Blvd, Downey, CA 90241

Reyes Valenzuela

Trusts, Estate, Family Law

Status: In Good Standing Licensed: 23 Years

CONTACT

8136 2Nd St, Downey, CA 90241

Blanca Nieves Pacheco

Real Estate, Public Law, Trusts, Criminal

Status: In Good Standing Licensed: 21 Years

CONTACT

8207 3Rd St, Downey, CA 90241

Sharisse Elayne Molyneux

Other, Government, Trusts, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

8504 Firestone Blvd, Downey, CA 90241

Alexandra Joyce Marmion

Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

9300 Imperial Hwy, Downey, CA 90242

Marc Philip Grismer

General Practice

Status: In Good Standing Licensed: 10 Years

CONTACT

9901 Paramount Blvd, Downey, CA 90240

Peter Leonardo Lago

Litigation, Trusts, Bankruptcy & Debt

Status: In Good Standing

CONTACT

8060 Florence Ave, Downey, CA 90240

Daniel Joseph Wilson

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 42 Years

CONTACT

8141 2Nd St, Downey, CA 90241

800-923-0641

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LEGAL TERMS

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.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

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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Bell Trusts Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

John R Ramos

Christina Arevalo Wentzel

Michael Kenneth Hutchinson

Reyes Valenzuela

Blanca Nieves Pacheco

Sharisse Elayne Molyneux

Alexandra Joyce Marmion

Marc Philip Grismer

Peter Leonardo Lago

Daniel Joseph Wilson

TIPS

LEGAL TERMS

SELF-PROVING WILL

PROBATE

GRANTOR

TRUSTEE

RESIDUARY BENEFICIARY

SURVIVING SPOUSE'S TRUST

ABATEMENT

INTESTATE

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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