Arcadia Trusts Lawyer, California, page 4

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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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Lowell Harris Orren

Trusts, Estate

Status: Licensed: 34 Years

CONTACT

1100 E Green St, Pasadena, CA 91106

Darrell Charles Clapp

Trusts, Estate

Status: Licensed: 32 Years

CONTACT

234 Pasqual Ave, San Gabriel, CA 91775

M Denise Kristof

Litigation, Trusts, Estate Planning, Estate

Status: Licensed: 26 Years

CONTACT

1122 E Green St, La Canada Flintridge, CA 91106

Kevin Kin Chun Chiu

Estate Planning, Family Law, Commercial Real Estate, Trusts, Estate

Status: Licensed: 18 Years

CONTACT

1055 E Colorado Blvd, La Canada Flintridge, CA 91106

Joy Demetria Bass

Trusts, Estate

Status: Licensed: 23 Years

CONTACT

1613 Chelsea Rd, San Marino, CA 91108

Patrick Thomas Green

Estate Planning, Bankruptcy, Trusts, Wills, Consumer Bankruptcy

Status: Licensed: 33 Years

CONTACT

1010 E Union St, La Canada Flintridge, CA 91106

Emmett A. Tompkins

Trusts

Status:

CONTACT

320 N Garfield Ave, Alhambra, CA 91801

Robert J Gomez

Trusts, Estate

Status: Licensed: 48 Years

CONTACT

10 W Bay State St, Alhambra, CA 91802

William Alun Gealy

Trusts, Estate

Status: Licensed: 28 Years

CONTACT

888 N Allen Ave, La Canada Flintridge, CA 91104

Roger Adams

Tax, Trusts, Gift Taxation

Status: Licensed: 53 Years

CONTACT

1285 E Altadena Dr, Altadena, CA 91001

800-814-6700

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LEGAL TERMS

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TITLE COMPANY

A company that issues title insurance.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

FAMILY POT TRUST

See pot trust.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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, page 4

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Lowell Harris Orren

Darrell Charles Clapp

M Denise Kristof

Kevin Kin Chun Chiu

Joy Demetria Bass

Patrick Thomas Green

Emmett A. Tompkins

Robert J Gomez

William Alun Gealy

Roger Adams

TIPS

LEGAL TERMS

PROVING A WILL

ESTATE TAXES

TITLE COMPANY

PROPERTY CONTROL TRUST

SPRINKLING TRUST

FAMILY POT TRUST

REAL ESTATE AGENT

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

DISCHARGE (OF PROBATE ADMINISTRATOR)

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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