Malibu Estate Planning 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: Gift Taxation

Mitra Torabi

Family Law, Estate Planning, Real Estate, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

5850 Canoga Ave., Woodland Hills, CA 91367

Edward M. Burgh

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

21550 Oxnard Street, Woodland Hills, CA 91367

Yacoba Ann Feldman

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

5850 Canoga Avenue, Woodland Hills, CA 91367

John Balian

Business Organization, Wills & Probate, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

21550 Oxnard Street, Woodland Hills, CA 91367

Samuel H. Anker

Estate Planning, Real Estate, Trusts

Status: In Good Standing

CONTACT

21333 Oxnard Street, Woodland Hills, CA 91367

Heather Hunt Scott

Trusts, Gift Taxation, Criminal, Medical Malpractice

Status: In Good Standing Licensed: 9 Years

CONTACT

27200 Agoura Rd, Agoura Hills, CA 91301

Barbara L. Taaff

Condominiums, Estate Administration, Estate Planning, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

Eric Jerome Gold

Estate Planning, Family Law, Elder Law, Contract, Bankruptcy

Status: In Good Standing

CONTACT

23901 Calabasas Rd, Calabasas, CA 91302

Kenneth E. Devore

Tax, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 29 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

Barbara Louise Taaff

Wills, Trusts, Estate Planning, Accident & Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

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.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Malibu Estate Planning Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Mitra Torabi

Edward M. Burgh

Yacoba Ann Feldman

John Balian

Samuel H. Anker

Heather Hunt Scott

Barbara L. Taaff

Eric Jerome Gold

Kenneth E. Devore

Barbara Louise Taaff

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LEGAL TERMS

FUNDING A TRUST

SECONDARY MEANING

DEATH TAXES

SURVIVING SPOUSE'S TRUST

PUBLIC ADMINISTRATOR

INTESTATE

SUCCESSOR TRUSTEE

PER STIRPES

PRETERMITTED HEIR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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