Long Beach Wills & Probate 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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Includes: Estate Administration, Living Wills, Wills

Leroy Alfred Williams

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Business, Estate Planning, Estate Administration, Trusts, Living Wills

An Honors graduate from Morehouse College, Mr. Williams attended Howard University School of Law. As a practicing attorney, Mr. Williams' diverse expe... (more)

FREE CONSULTATION

CONTACT

626-590-7286

111 W. Ocean Blvd., Long Beach, CA 90802

Jeffrey Scott Price

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Divorce & Family Law, Trusts, Workers' Compensation, Wills & Probate, Misdemeanor

Attorney Price is a practicing lawyer in the state of California.

CONTACT

800-938-0811

3711 Long Beach Blvd, Long Beach, CA 90807

Hector C. Perez

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Criminal, Grand Jury Proceedings, Wills & Probate, Estate, Tax Litigation

Integrity | Purpose | Results

Mr. Perez is an experienced, reliable former federal prosecutor and former IRS attorney. He has offices in Seal Beach which borders Los Angeles and Or... (more)

FREE CONSULTATION

CONTACT

800-395-8280

3020 Old Ranch Pkwy, Seal Beach, CA 90740

John Joseph Stanton

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Estate, Divorce & Family Law, Trusts, Estate Planning, Wills & Probate

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

2651 E Chapman Ave, Fullerton, CA 92831

Michael Thomas Walsh

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Estate, Trusts, Wills & Probate

Years Of Experience In Estate Planning

Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Est... (more)

CONTACT

800-256-1590

4425 Jamboree Rd, Newport Beach, CA 92660

Gary Talavera

Wills & Probate, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

970 West 190th Street, Torrance, CA 90502

Sibylle Grebe

Wills & Probate, Elder Law, Estate Planning, Wills

Status: In Good Standing

CONTACT

3424 W. Carson Street, Torrance, CA 90503

Stuart A. McKenzie

Bankruptcy, Estate, Wills, Trusts

Status: In Good Standing

CONTACT

9042 Garfield Ave, Huntington Beach, CA 92646

Scott P. Schomer

Estate, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

222 North Sepulveda Blvd., El Segundo, CA 90245

David E. Simon

Commercial Real Estate, Real Estate, Wills & Probate, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

841 Apollo Sreet, El Segundo, CA 90245

800-923-0641

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LEGAL TERMS

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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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Long Beach Wills & Probate Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Leroy Alfred Williams

Jeffrey Scott Price

Hector C. Perez

John Joseph Stanton

Michael Thomas Walsh

Gary Talavera

Sibylle Grebe

Stuart A. McKenzie

Scott P. Schomer

David E. Simon

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LEGAL TERMS

ADMINISTRATRIX

KINDRED

EXEMPTION TRUST

FUNDING A TRUST

ENTITY

BYPASS TRUST

ALTERNATE BENEFICIARY

PER CAPITA

TRUSTEE POWERS

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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