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.

More About Estate Planning

Property Tax Planning

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

More About Property Tax Planning

Business Planning

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

More About Business Planning

Meet Our Team

Jeff Rosen
Trenton Nield

What Our Clients Say

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

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

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

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 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 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

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

Highly recommend. Was very patient with my million questions. Helped us every step of the way and ensured all our requested needs where met for our trust and business.

Karina Ayala

I dreaded having to set up my living trust but Jeff made it so easy and, when it was completed, I had a paper copy and a digital copy, making it easy to provide copies to my Successor Trustee and send my Adanced Healthcare Directive to my doctors. Yes, you can use Legal Zoom or a paralegal for a lower cost but they won't ask the right questions and actually make your wishes legally binding. They simply fill in blank spaces on their computer. Jeff is far more than that and when you're creating a financial road map tp take effect after you're gone you need Jeff to help you create it.

marc bloom

Amazing experience! Jeffrey is incredibly knowledgeable and walks you through every step. He answers every question, and never makes you feel rushed.

Colette Kohan

Jeffrey was a delight to work with for our family's estate planning. He was patient and kind, answering any and all questions we had. Walked us through every single page of our plan until we understood it fully. You're in great hands with Jeffrey Rosen, I've recommended him to MANY friends!

Leslie Cohen

After great patience and improvement to our then existing Trust, it was completed on time and Jeffrey had become a family member. I've already referred him to others.

william weiner

Jeff is very knowledgeable and friendly. He is experienced in his field of practice and efficiently handled our legal issues in a very professional manner.

Richard Kahanowitch

I want to take a moment to share how impressed I was with the professionalism and expertise of Jeff Rosen while working on my estate plan. From our first meeting, Jeff made the entire process clear, thorough, and approachable. He took the time to understand my goals, explain all available options, and ensure that every detail was handled with care and precision. Estate planning can feel overwhelming, but Jeff’s knowledge and calm demeanor put me completely at ease. His attention to detail and ability to communicate complex legal matters in a way that made sense truly set him apart. I’m incredibly grateful for his guidance and highly recommend him to anyone looking for a trustworthy and skilled estate attorney.

Vicki Raven

Jeffrey Rosen came highly recommended to my son and I . My parents had passed away and we immediately called Mr. Rosen. I was overwhelmed with the thought of having to unravel the legal aspects of a trust. He is knowledgable, caring and very thorough! I would give 10 stars if I could! My family is extremely grateful for Rosen Trust Law. It was 4 years ago and Mr. Rosen still keeps in contact. Thank you Jeffrey!

Rebecca

If you are looking for an attorney to handle your families trust formation look no further. Rosen Law will handle the process from A-Z with exceptional care and prompt communication. Stop your search and call Rosen law, trust me you will not regret it.

Viken C

Mr. Rosen is personable, and very knowledgeable. Helping me create the perfect trust for my situation, he offered intelligent insight, with a friendly demeanor. I would definitely recommend the Rosen Law Firm for any legal/trust work. It was a pleasure and i felt very confident that we did everything necessary to ensure my wishes will be followed.

julie tunes

Highly recommend Jeff and his team. Not knowing any of the steps needed through out this process, Jeff and his team took the time to educate us through our estate planning and guide us on options best fit for our family. 100% recommend

MelloandCo. Sue Kellogg

Had a great experience with Jeffery Rosen. Kind, knowledgeable and thorough.

Jennifer Lemvo

Rosen Trust Law can help you with all you need - whether your estate is simple or complicated. Jeff is compassionate and understanding. Strongly recommend!

Robert Jacobs

Jeff Rosen has been a very good find for us. He is very knowledgeable and thorough. Also, he's a really nice guy!

Rebecca Riley

Jeff is amazing. Not only is he incredibly knowledgeable when it comes to living trusts, he is also a super human being. We really appreciated the time he spent with us.

Steve F

It’s very important to me to be able to trust the firm that is going to handle my affairs of life. I went to Jeffrey Rosen Trust Law to update my living trust. Since it was from decades ago, it needed a complete redo! From my very first meeting I knew I was in the right hands. During my meetings so much more came out that I hadn’t thought about for planning. Jeffrey handled everything from A-Z and I felt at peace. After all was completed, I received a folder with everything organized for me. I also get regular communication updating me and reminding me that they are there should any concerns arise! Great customer service! I highly recommend this firm with confidence. Thank you 🙏🏻

Roberto Babinger

Jeff was fantastic. He dug in, really made an effort to understand the entire picture and all of our goals before suggesting the best way to model out our estate plan. We feel very comfortable with everything the Jeff has put together for us - and the best news is he's a great guy, really cares and is more about his clients than himself. I would highly recommend Jeff to anyone.

Gregg Moscot

Jeff Rosen is extremely easy to work with, explaining everything in detail that you can understand. Jeff is very knowledgeable in all aspects of Estate planning and Trust building. His legal guidance and expertise are unparalleled.

Natalie Anderson

Had a great experience here. Jeff and his team provide the comfortable and complete solution to make you and your family feel well protected. Couldn't recommend anyone more.

Michelle Milazzo

I am so grateful we found Jeff Rosen to handle our trust. He broke down what everything meant, made us very comfortable, and really guided us. He was incredibly professional and we know our future is in good hands should anything go wrong.

Kelly Whitmire

First, we recommended my mother in-law who was completely satisfied. Then our family had Jeff take care of our own living trust. Besides being completely qualified, Jeff was very thoughtful and committed to our needs. Our family has used his services twice and could not be happier. We highly recommend this law firm.

Kathy Marsh

I was extremely happy with my experience at Rosen Trust Law Firm. Jeffrey Rosen, in particular, was wonderful to work with—knowledgeable, compassionate, and incredibly helpful. I came to him after the loss of my husband, during a very difficult time, and he guided me through the legal steps I needed to take with clarity and care. Jeffrey helped me create a thoughtful and comprehensive special needs trust for my family, addressing important considerations I hadn’t even thought of. Thanks to his expertise, I now have peace of mind knowing that my loved ones are protected and my wishes will be honored. I feel truly prepared for whatever comes next, and I’m deeply grateful for his support and professionalism.

Rachel Parker

Jeff Rosen Trust Law goes above and beyond to make sure his clients feel heard, respected and well taken care of. Jeff was always present when speaking with us and never distracted by other clients. He made the whole process of setting up a Trust incredibly easy. We are forever grateful for his advice, time and for helping us laugh while working on something so serious. We could not be happier with what a great experience he has made this.

Samantha Feher

Jeff and his team made this seemingly daunting and overwhelming task so easy! From the moment I walked in, I was met with kindness, patience and unwavering law knowledge & professionalism. He helped breakdown each task in layman's terms with reassuring guidance. Jeff's continued support after completion is unheard of in this industry; with no lawyer stopwatch for calls or emails, delivering on his promise to help with any and all post set-up inquires and tasks. I would highly recommend to anyone in need of estate planning, will, health directives or trusts. I will be back when it's time for my children to setup their financial and personal safeguards.

Marshall Caswell

I've known Rosen Trust Law for over five years, and I couldn’t be more pleased with the experience. Jeffrey Rosen helped me with my estate planning and will, and the entire process was smooth, thorough, and handled with genuine care and professionalism. Since then, I’ve referred seven or eight friends to him, and every single one has come back saying how happy they were with his service. One of the things I especially appreciate is that Jeffrey stays in touch and keeps me informed about changes in estate laws, so I’m always up to date. It's rare to find someone you can trust with something this important, but Rosen Trust Law truly delivers. Highly recommended!

Jacqueline Lennon

To date, I have referred five clients to Jeff Rosen. The work he has done for myself, My family and friends has been exceptional.

Thomas King

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
ROSEN TRUST LAW

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A man is hugging a woman in a hospital bed.

NJ nursing home tried to personally sue power of attorney for mother’s bills and lost

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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