At Rosen Trust Law, Jeff Rosen brings a wealth of experience and a personal touch to every case. With a background rooted in tax law, estate planning, and trust administration, Jeff is committed to helping families and businesses secure their legacies. His approachable style and ability to simplify complex legal concepts make him a trusted advisor for clients across California.
A second-generation attorney, Jeff is a UCLA Bruin and graduate of the Pepperdine Caruso School of Law where he earned admittance to Phi Delta Phi for ranking towards the top of his class. Influenced by his favorite tax law professor and his grandfather, a prominent and now-retired attorney, Jeff has dedicated most of his career to the practice areas of tax, estate planning, trust and creditor protection law.
Jeff’s experience ranges from straight-forward incapacity and probate avoidance planning to sophisticated family wealth and business transfer planning. Recently Jeff also emerged as one of California’s most experienced Proposition 19 attorneys, where he developed and oversaw planning designed to preserve Prop 13 property taxes on dozens of California properties. In a sense, clients hire Jeff to prepare legal documents. But more importantly, clients work alongside Jeff because of a shared belief that everyone needs a game plan to protect their family and loved ones. If you’re the kind of person who values protecting your family, Jeff guarantees he “speaks your language.”
Jeff frequently reads up on the latest tax and political developments and one of his greatest pleasures is providing live, ongoing education seminars for existing and prospective clients. While not immersed in the law, you can usually find him hiking with his wife, 3 children and two dogs or hitting golf balls 300 yards (in the wrong direction).
Meet with us on your terms—schedule a consultation via Zoom from anywhere in California or join us in person at our office.
5018 Chesebro Road, Agoura Hills, California 91301, United States
Phone: (805) 601-6777
Email: jeff@rosentrustlaw.com
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