Estate and Business Planning Across California
There’s no better time to start planning for your future than today.
Serving clients locally in Los Angeles, Ventura and Santa Barbara Counties and throughout all of California via Zoom.
what we do best
Solidify a future for you and those you care most about.
Attorney Jeff Rosen has quickly become one of the most sought-after estate planning attorneys in California. Just ask one of the nearly 1,000 families Jeff has worked alongside as counsel on estate planning, trust administration and sophisticated tax planning. Jeff speaks his clients’ language and is a proponent of the “Keep It Simple” adage.
Jeff’s relationships with his clients are built around an easy-to-understand explanation of the law, familiar communication style and his desire to truly get to know his clients and their families.
Estate Planning
Thoughtfully crafted wills, trusts, and strategies to protect your wealth for future generations.
Property Tax Planning
Strategic guidance to minimize property tax burdens for high-net-worth clients across California.
Business Planning
Expert advice on LLC formation, business succession, and organizational strategies to safeguard your enterprise.
Meet The Attorney
Jeff Rosen
Jeff Rosen, a second-generation attorney and graduate of the Pepperdine Caruso School of Law, has built a career specializing in tax law, estate planning, trust administration, and creditor protection. His expertise spans from straightforward incapacity and probate avoidance to complex family wealth and business transfer strategies. As one of California’s leading Proposition 19 attorneys, Jeff has helped dozens of families preserve valuable Prop 13 property tax benefits.
Clients value his ability to simplify complex legal concepts and craft personalized plans to protect their families.
Need to Meet Virtually?
Meet with us on your terms—schedule a consultation via Zoom from anywhere in California or join us in person at our office.