Mount Wilson Estate 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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Marlene Session Cooper

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1605 Meadowbrook Rd, Altadena, CA 91001

Theresa Marie Cummings Pranata

Trusts, Estate

Status: In Good Standing

CONTACT

600 N Rosemead Blvd, La Canada Flintridge, CA 91107

Stephen R Golden

Business, Real Estate, Immigration, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

600 North Rosemead Blvd., Pasadena, CA 91107

Judith Warren

Other, Trusts, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

1036 E Howard St, La Canada Flintridge, CA 91104

Roger Adams

Tax, Trusts, Gift Taxation

Status: Inactive Licensed: 52 Years

CONTACT

1285 E Altadena Dr, Altadena, CA 91001

George Fangchi Huang

Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

297 W Altadena Dr, Altadena, CA 91001

Thomas Oliver Hoffman

Other, Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

302 W Sierra Madre Blvd, Sierra Madre, CA 91024

Jill Lynn Johnson

Estate, Employee Rights, Employment

Status: In Good Standing Licensed: 26 Years

CONTACT

80 W Sierra Madre Blvd, Sierra Madre, CA 91024

Thomas Edward O'Sullivan

Tax, Trusts, Gift Taxation, Employment, Civil & Human Rights

Status: In Good Standing Licensed: 70 Years

CONTACT

600 N Rosemead Blvd, Pasadena, CA 91107

800-923-0641

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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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Mount Wilson Estate Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Marlene Session Cooper

Theresa Marie Cummings Pranata

Stephen R Golden

Judith Warren

Roger Adams

George Fangchi Huang

Thomas Oliver Hoffman

Jill Lynn Johnson

Thomas Edward O'Sullivan

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

PUBLIC ADMINISTRATOR

TESTAMENTARY TRUST

NET ESTATE

SWEARING MATCH

SELF-PROVING WILL

TRUST DEED

SPENDTHRIFT TRUST

DOWER AND CURTESY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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