Sierra Madre Trusts 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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John S Morris

Estate, Trusts, Wills & Probate, Estate Administration

Status: In Good Standing Licensed: 30 Years

FREE CONSULTATION

CONTACT

150 North Santa Anita Avenue, Arcadia, CA 91006

Theresa Marie Cummings Pranata

Trusts, Estate

Status: In Good Standing

CONTACT

600 N Rosemead Blvd, La Canada Flintridge, CA 91107

Timothy Gene Mishler

Litigation, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

816 W Foothill Blvd, Monrovia, CA 91016

John Stuart Morris

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

150 N Santa Anita Ave, Arcadia, CA 91006

Marc G Garlett

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

100 W Lemon Ave, Monrovia, CA 91016

Catherine Ken

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 28 Years

CONTACT

805 W Duarte Rd, Arcadia, CA 91007

Carlos Alberto Arcos

Trusts, Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

2975 Huntington Dr, San Marino, CA 91108

James Reding Helms

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2220 Sewanee Ln, Arcadia, CA 91007

Marlene Session Cooper

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1605 Meadowbrook Rd, Altadena, CA 91001

Christopher Allan Bury

Prosecution, Trusts, Estate, Civil Rights

Status: In Good Standing

CONTACT

1443 E Washington Blvd, La Canada Flintridge, CA 91104

800-923-0641

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LEGAL TERMS

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

CREDIT SHELTER TRUST

See AB trust.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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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Sierra Madre Trusts Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

John S Morris

Theresa Marie Cummings Pranata

Timothy Gene Mishler

John Stuart Morris

Marc G Garlett

Catherine Ken

Carlos Alberto Arcos

James Reding Helms

Marlene Session Cooper

Christopher Allan Bury

TIPS

LEGAL TERMS

IN TERROREM

ENTITY

ACCUMULATION TRUST

CREDIT SHELTER TRUST

CONTINGENT BENEFICIARY

TRUST MERGER

TRUST DEED

ABATEMENT

NONPROBATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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