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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 R Ramos

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Estate, Trusts

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

CONTACT

323-721-2514

2509 W Beverly Blvd, Montebello, CA 90640

Edward Chi-Leung Ip

Construction, Wills & Probate, Family Law, Banking & Finance

Status: In Good Standing

FREE CONSULTATION

CONTACT

4424 Santa Anita Avenue, El Monte, CA 91731

Stacie Lee Hendrix

Trusts, Employee Rights, Personal Injury, Litigation

Status: In Good Standing Licensed: 20 Years

CONTACT

39S Law Center, Monterey Park, CA 91754

Thomas Fuller Ogden

Other, International, Federal Appellate Practice, Gift Taxation

Status: In Good Standing Licensed: 20 Years

CONTACT

1108 W Valley Blvd, Alhambra, CA 91803

John Faustino Bazan

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 24 Years

CONTACT

5345 E Olympic Blvd, Los Angeles, CA 90022

Jennifer Fu Yang

Litigation, Trusts, Employee Rights, Corporate

Status: In Good Standing Licensed: 19 Years

CONTACT

3733 Rosemead Blvd, Rosemead, CA 91770

Agnes Sau-Chun Chiu

Government, Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

3733 Rosemead Blvd, Rosemead, CA 91770

Kneave Riggall

Lawsuit & Dispute, International, Gift Taxation, Bankruptcy & Debt

Status: In Good Standing Licensed: 46 Years

CONTACT

1917 Oxley St, South Pasadena, CA 91030

William Kenneth Hayes

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

729 Mission St, South Pasadena, CA 91030

Debra L Graynom-Daly

Litigation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

2600 Mission St, San Marino, CA 91108

800-923-0641

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

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.

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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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Monterey Park Estate Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

John R Ramos

Edward Chi-Leung Ip

Stacie Lee Hendrix

Thomas Fuller Ogden

John Faustino Bazan

Jennifer Fu Yang

Agnes Sau-Chun Chiu

Kneave Riggall

William Kenneth Hayes

Debra L Graynom-Daly

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

RULE AGAINST PERPETUITIES

SPENDTHRIFT TRUST

GENERATION-SKIPPING TRUST

EXEMPTION TRUST

ADMINISTRATRIX

PROBATE COURT

FINAL BENEFICIARY

PROBATE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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