Glendale Estate Planning Lawyer, California, page 2

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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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

James M. Polish

Ethics, Estate Planning, Family Law, Corporate

Status: In Good Standing

CONTACT

444 S. Flower Street, Los Angeles, CA 90071

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

Michelle Will

Estate Planning, Family Law, Criminal, Divestitures

Status: In Good Standing

FREE CONSULTATION

CONTACT

5670 Wilshire Blvd., Los Angeles, CA 90036

W. Todd Stevenson

Business Organization, Contract, Estate Planning, Landlord-Tenant

Status: In Good Standing

CONTACT

14156 Magnolia Boulevard, Sherman Oaks, CA 91423

Harold Weinstock

Estate Planning, Tax, Trusts

Status: In Good Standing

CONTACT

1875 Century Park East, Los Angeles, CA 90067

Terence S. Nunan

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1901 Avenue of the Stars, Los Angeles, CA 90067

Azita Avedissian

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

2029 Century Park East, Los Angeles, CA 90067

Louis A. Reisman

Business Organization, Contract, Estate Planning, Tax

Status: In Good Standing

CONTACT

1875 Century Park East, Los Angeles, CA 90067

Ann Michael

Litigation, Estate Administration, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

1875 Century Park East, Los Angeles, CA 90067

Ryan D. Nowicki

Tax, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

10250 Constellation Boulevard, Los Angeles, CA 90067

800-923-0641

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LEGAL TERMS

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.

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.

GRANTOR

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

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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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Glendale Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

James M. Polish

Mitchell A. Karasov

Michelle Will

W. Todd Stevenson

Harold Weinstock

Terence S. Nunan

Azita Avedissian

Louis A. Reisman

Ann Michael

Ryan D. Nowicki

TIPS

LEGAL TERMS

NONPROBATE

SPRINKLING TRUST

GRANTOR

FINAL BENEFICIARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SUCCESSION

ENTITY

PER STIRPES

BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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