Pearblossom 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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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

Status:

CONTACT

42225 10Th St W, Lancaster, CA 93534

Marlene Session Cooper

Trusts, Estate, Family Law, Divorce & Family Law

Status: Licensed: 47 Years

CONTACT

1605 Meadowbrook Rd, Altadena, CA 91001

Nolen Page Milburn

Trusts, Estate

Status: Licensed: 47 Years

CONTACT

1125 W Avenue, Palmdale, CA 93551

Roger Adams

Tax, Trusts, Gift Taxation

Status: Licensed: 53 Years

CONTACT

1285 E Altadena Dr, Altadena, CA 91001

George Fangchi Huang

Trusts, Estate

Status: Licensed: 14 Years

CONTACT

297 W Altadena Dr, Altadena, CA 91001

Leonard Arthur Cosgrove

Real Estate, Elder Law, Trusts, Wills & Probate

Status: Licensed: 73 Years

CONTACT

857 W Lancaster Blvd, Lancaster, CA 93534

Kevin Lewis Vontungeln

Estate Planning, Elder Law, Trusts, Estate, Wills

Status:

CONTACT

963 W Avenue, Lancaster, CA 93534

800-814-6700

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

BENEFICIARY

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

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.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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

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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Pearblossom Trusts Lawyer, California

Sponsored Law Firm

Rosenberg Mendlin & Rosen, LLP

SPONSORED LAWYERS

Mario Andre Pacione

Li Yew Heah

James William M Mark Charlton

Lisa Maria Pacione

Marlene Session Cooper

Nolen Page Milburn

Roger Adams

George Fangchi Huang

Leonard Arthur Cosgrove

Kevin Lewis Vontungeln

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

OFFICER

BENEFICIARY

STATUTORY SHARE

NONPROBATE

RESIDUARY ESTATE

BYPASS TRUST

ANCILLARY PROBATE

DISTRIBUTEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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