Arcadia 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: Licensed: 31 Years

FREE CONSULTATION

CONTACT

150 North Santa Anita Avenue, Arcadia, CA 91006

David Dai-Wung Fu

Civil Rights, Trusts, Litigation, Real Estate, Other

Status: Licensed: 29 Years

CONTACT

440 E Huntington Dr, Arcadia, CA 91006

James Reding Helms

Civil Rights, Estate Planning, Real Estate, Other, Trusts

Status:

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2220 Sewanee Ln, Arcadia, CA 91007

Timothy Gene Mishler

Civil Rights, Estate Planning, Wills, Trusts, Wills

Status:

CONTACT

816 W Foothill Blvd, Monrovia, CA 91016

Marc G Garlett

Business, Estate, Trusts, Estate Planning, Trusts

Status: Licensed: 16 Years

CONTACT

100 W Lemon Ave, Monrovia, CA 91016

John Leroy Shaw

Civil Rights, Trusts, Lawsuit & Dispute, Other, Wills

Status: Licensed: 52 Years

CONTACT

5816 Temple City Blvd, Temple City, CA 91780

Catherine Ken

Business, Civil Rights, Estate, Trusts, Estate Planning

Status: Licensed: 29 Years

CONTACT

805 W Duarte Rd, Arcadia, CA 91007

Theresa Marie Cummings Pranata

Civil Rights, Estate, Trusts

Status:

CONTACT

600 N Rosemead Blvd, La Canada Flintridge, CA 91107

Carlos Alberto Arcos

Civil Rights, Estate, Trusts

Status: Licensed: 35 Years

CONTACT

2975 Huntington Dr, San Marino, CA 91108

Jennifer Fu Yang

Corporate, Employee Rights, Trusts, Immigration, Litigation

Status: Licensed: 20 Years

CONTACT

3733 Rosemead Blvd, Rosemead, CA 91770

800-814-6700

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LEGAL TERMS

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

SURROGATE COURT

See probate court.

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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Arcadia Trusts Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

John S Morris

David Dai-Wung Fu

James Reding Helms

Timothy Gene Mishler

Marc G Garlett

John Leroy Shaw

Catherine Ken

Theresa Marie Cummings Pranata

Carlos Alberto Arcos

Jennifer Fu Yang

TIPS

LEGAL TERMS

STATUTORY SHARE

ACCUMULATION TRUST

ESTATE PLANNING

MARITAL LIFE ESTATE TRUST

ADMINISTRATRIX

GRANTOR

LIVING TRUST

SURROGATE COURT

NONPROBATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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