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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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Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract

Status:

CONTACT

30 N. Raymond Avenue, Pasadena, CA 91103

Mario Andre Pacione

Litigation, Trusts, Estate, Business

Status: Licensed: 20 Years

CONTACT

38700 5Th St W, Palmdale, CA 93551

Li Yew Heah

International, Immigration, Trusts, Gift Taxation

Status: Licensed: 12 Years

CONTACT

550 W Rancho Vista Blvd, Palmdale, CA 93551

James William M Mark Charlton

Trusts, Estate, Divorce & Family Law

Status: Licensed: 36 Years

CONTACT

1031 W Ave, Palmdale, CA 93551

Lisa Maria Pacione

Wills, Trusts, Family Law, Divorce & Family Law

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42225 10Th St W, Lancaster, CA 93534

Jeffrey D Moffatt

Veterans' Affairs, State Government, Gift Taxation, Elder Law, Tax

Status: Licensed: 23 Years

CONTACT

43625 N Sierra Parkway, Lancaster, CA 93534

Jeffrey Moffatt

Tax, State Government, Gift Taxation, Elder Law

Status: Licensed: 23 Years

CONTACT

43625 N Sierra Parkway, Lancaster, CA 93534

Elke Gordon-Schardt

Estate, Domestic Violence & Neglect, Divorce & Family Law, Bankruptcy

Status:

CONTACT

44319 Lowtree Ave, Lancaster, CA 93534

Marc Kevin Herbert

Trusts, Estate, Criminal, Accident & Injury

Status: Licensed: 30 Years

CONTACT

1672 W Ave J, Lancaster, CA 93534

Robert Lawrence Plunkett

Power of Attorney, Estate

Status: Licensed: 48 Years

CONTACT

44349 Lowtree Ave, Lancaster, CA 93534

800-814-6700

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LEGAL TERMS

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).

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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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Pearblossom Estate Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Raymond Zakari

Mario Andre Pacione

Li Yew Heah

James William M Mark Charlton

Lisa Maria Pacione

Jeffrey D Moffatt

Jeffrey Moffatt

Elke Gordon-Schardt

Marc Kevin Herbert

Robert Lawrence Plunkett

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LEGAL TERMS

PER CAPITA

BYPASS TRUST

IN TERROREM

PETITION

ADMINISTRATION (OF AN ESTATE)

TRUST DEED

NONPROBATE

AUGMENTED ESTATE

DISTRIBUTEE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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