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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.

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Property Tax Planning

Strategic guidance to minimize property tax burdens for high-net-worth clients across California.

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Business Planning

Expert advice on LLC formation, business succession, and organizational strategies to safeguard your enterprise.

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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. 

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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.

What Our Clients Say

We’d love to hear about your experience—leave us a review today!

Working with Jeff was fantastic. Everything went extremely smooth. He's very knowledgeable about all aspects of living trusts. He's easily a 5 star all around.

roger zai

Jeff was really great to work with as our Trust attorney! He made the process of creating our trust simple and assisted with all of our questions! I would highly recommend using Jeff for creating a family trust!

Talia Amsterdamer

Jeff assisted our family with a very complicated estate issue. He handled it with utmost professionalism, diligence, and expertise. Jeff is very knowledgeable in estate planning and the area of taxation. Jeff answers his phone and he returns calls promptly. Jeff is an excellent lawyer, I highly recommend Jeff for any estate planning issues that you may have. 5 Star plus!!!!

David Crowell

Nothing but high marks for Jeff. He is professional, courteous, diligent, and an overall pleasure to work with. He guided us through the process and laid things out in a manner which helped us make the best possible choices for our plan. Would highly recommend working with Jeff Rosen.

Jonathan Graisel

Working with Jeff was one of the most pleasant & informative experiences I have had. Not only is he well-versed in his craft, but he's able to explain complicated concepts in a way that makes you feel confident & well taken care of. My husband & I were putting off building a trust because it felt overwhelming, but Jeff made the entire process easy & painless! I could go on & on about how he explained everything, how he made what could be an awkward process super streamlined & comfortable, but more than anything I feel like he took care of my family the way he would his own & that's priceless.

Ili Erster

Writing this review is quite easy because I feel so passionately that everyone should have the opportunity to work with someone as caring, kind, knowledgeable, and professional as Jeff Rosen. He is well versed in all California tax laws and his support, guidance and recommendations are always based on what is best for his clients. While you are working with Jeff, he carefully explains every decision to be made as it relates to your trust. No time is too much time spent when it comes to making sure you are 100% comfortable knowing that all of your wishes are accurately laid out in your trust. My husband and I feel very secure knowing Jeff has set up our trust and will be there to answer any questions that may come up in the future from us or our loved ones.

Mea Ybarra

Working with Jeff was fantastic. Everything went extremely smooth. He's very knowledgeable about all aspects of living trusts. He's easily a 5 star all around.

roger zai
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A man is hugging a woman in a hospital bed.
By Caroline Holleman July 17, 2024
Author Joseph Tiboni A New Jersey trial court grants summary judgment to a nursing home resident’s agent under a power of attorney in a lawsuit by the nursing home for payment of the resident’s unpaid bill and orders that the nursing home pay attorney’s fees and costs. Hampton Ridge Healthcare & Rehabilitation Center v. Wright (N.J. Super. Ct., No. L-2335-16, Nov. 1, 2017). Charles Douglas was an agent under a power of attorney for his aunt, Idella Wright. Ms. Wright entered a nursing home, and Mr. Douglas signed the admission agreement as the responsible party. Mr. Douglas assigned Ms. Wright’s Social Security payments to the nursing home, but Ms. Wright died owing $18,322 to the nursing home. The nursing home sued Mr. Douglas for failing to timely apply for Medicaid benefits and to pay the final bill. Mr. Douglas filed a motion for summary judgment, arguing that he was not personally liable because New Jersey law prohibits a nursing home from requiring a third-party guarantee as a condition of admission. The trial court granted Mr. Douglas summary judgment and he filed a motion for attorney’s fees. The New Jersey Superior court orders that the nursing home pay attorney’s fees and costs. The court holds that the claim Mr. Douglas was forced to defend against was brought “in contravention” of the “clear and unambiguous statutory language” insulating third parties from personal financial liability.
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