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Stimmel, Stimmel & Roeser
48 Gold Street Second Floor San Francisco, CA 94133» view map
Estate Law
Practical Yet Aggressive Solutions

The Stimmel, Stimmel & Roeser team’s practical yet aggressive solutions to complex transactions, situations, and disputes yield remarkable results for clients.

800-759-9791
1. Steven Roeser Menlo Park, CA
  Attorney at Law- CA, 2003
  Santa Clara University, J.D. 2003
2. AboutStimmel, Stimmel & Roeser
  Practical Yet Aggressive Solutions
3. Practice AreasExpertise
  Estate Law
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Mark Andres Gomez

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Real Estate, Estate Planning, Wills & Probate, Trusts

As CEO Mark Gomez has grown Gomez Law, APC steadily over the years to fight for the Real Estate rights of the firm’s clients no matter the forum. As... (more)

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909-572-8897

3250 Wilshire Blvd, Los Angeles, CA 90010

Harold Winfred Dickens

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Estate, Business

Attorney Harold W. Dickens, III, is a locally recognized, legal attorney with a winning record and outstanding legal skills. Mr. Dickens has been s... (more)

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877-893-6445

3435 Wilshire Blvd, Los Angeles, CA 90010

Alexander Daniel Mehdipour

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Accident & Injury, Real Estate, Employment, Business, Estate

Alex Mehdipour attended the University of California San Diego where he received his degree in political science. After graduating from UCSD, Mr. Mehd... (more)

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800-607-9540

1800 Century Park East, Los Angeles, CA 90067

Scott Edward Rahn

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Employment, Estate, Lawsuit & Dispute, Real Estate

Scott Rahn is the Founding and Managing Partner of RMO LLP. A seasoned “big firm” litigator, Scott focuses on four specific areas of litigation: (... (more)

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800-754-9631

2029 Century Park E., Los Angeles, CA 90067

David A. Schechet

Estate, Estate Planning, Wills & Probate, Trusts, Guardianships & Conservatorships

California Estate Planning, Conservatorship, Guardianship, and Real Estate Lawyer

David A. Schechet is a client-first attorney with more than 35 years of legal experience. Knowledgeable in many areas of law, Attorney Schechet concen... (more)

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800-282-4731

1901 Avenue of the Stars, 2nd Floor, Los Angeles, CA 90067

J. Jeffrey Morris

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Criminal, Private Placements, Public Offerings, Estate

Difficult cases and clients are welcome.

J. Jeffrey Morris is an experienced attorney who has been practicing law in California since 1987.

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800-781-3531

11845 West Olympic Boulevard, Los Angeles, CA 90064

John R. Ronge

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Estate, Tax, Wills & Probate

John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses... (more)

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800-759-7870

10866 Wilshire Blvd., Los Angeles, CA 90024

R. Joseph Kerendian

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Real Estate, Business, Business Organization, Trusts, Merger & Acquisition

For more than 24 years, R. Joseph Kerendian has delivered legal representation to businesses and individuals throughout Los Angeles and Southern Calif... (more)

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800-919-3850

11400 W Olympic Blvd, Los Angeles, CA 90064

John R Ramos

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Estate, Trusts

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

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800-805-5270

2509 W Beverly Blvd, Montebello, CA 90640

Solis Cooperson

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Wills & Probate, Estate, Trusts, Tax

We specialize in: Probate, Wills and Estate Planning, Estate Litigation and special issues regarding Testamentary Competence and Elder Abuse.

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800-658-5040

12400 Wilshire Blvd, Los Angeles, CA 90025

800-923-0641

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LEGAL TERMS

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (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 ...

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Los Angeles Estate Lawyer, California

Sponsored Law Firm

Stimmel, Stimmel & Roeser

SPONSORED LAWYERS

Mark Andres Gomez

Harold Winfred Dickens

Alexander Daniel Mehdipour

Scott Edward Rahn

David A. Schechet

J. Jeffrey Morris

John R. Ronge

R. Joseph Kerendian

John R Ramos

Solis Cooperson

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LEGAL TERMS

PROBATE COURT

ALTERNATE BENEFICIARY

ABSTRACT OF TRUST

PETITION

LETTERS TESTAMENTARY

SPENDTHRIFT TRUST

INCOMPETENCE

RULE AGAINST PERPETUITIES

SELF-PROVING WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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