Valencia 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

Yacoba Ann Feldman

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

5850 Canoga Avenue, Woodland Hills, CA 91367

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

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

Mitchell A. Karasov

Estate Planning, Domestic Violence & Neglect, Elder Law, Bankruptcy

Status: In Good Standing

FREE CONSULTATION

CONTACT

5352 Laurel Canyon Boulevard, Valley Village, CA 91607

W. Todd Stevenson

Business Organization, Contract, Estate Planning, Landlord-Tenant

Status: In Good Standing

CONTACT

14156 Magnolia Boulevard, Sherman Oaks, CA 91423

Eugene M. Rubinstein

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

16055 Ventura Boulevard, Encino, CA 91436

Henrik M. Mosesi

Bankruptcy, Criminal, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

360 East Olive Avenue, Burbank, CA 91502

Liana Nazaryan

Family Law, Child Support, Estate Planning, Adoption

Status: In Good Standing

FREE CONSULTATION

CONTACT

801 North Brand Boulevard, Glendale, CA 91203

800-923-0641

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LEGAL TERMS

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

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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Valencia Estate Planning Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Yacoba Ann Feldman

Mitra Torabi

Edward M. Burgh

John Balian

Samuel H. Anker

Mitchell A. Karasov

W. Todd Stevenson

Eugene M. Rubinstein

Henrik M. Mosesi

Liana Nazaryan

TIPS

LEGAL TERMS

PER STIRPES

HEIR AT LAW

GROSS ESTATE

ADMINISTRATION (OF AN ESTATE)

FAMILY ALLOWANCE

PER CAPITA

SPECIAL ADMINISTRATOR

ACCUMULATION TRUST

MARITAL LIFE ESTATE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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