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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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Trust Administration

Comprehensive support to ensure your trust is managed
efficiently and in accordance with California laws.

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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

A second-generation attorney, Jeff is a proud UCLA Bruin and graduate of the Pepperdine Caruso School of Law, where he was inducted into Phi Delta Phi for his academic excellence. Inspired by both his grandfather, a distinguished attorney, and his favorite tax law professor, Jeff built his career around tax, estate planning, trust, and creditor protection law.

Jeff’s experience spans from straightforward incapacity and probate avoidance planning to complex family wealth and business transfer strategies.

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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 had a great experience with Jeff and his law firm. We never felt pressured or pushed and he helped guide us make the best decisions for our family. He was a pleasure to work with very informative, knowledgeable and kind. We look forward to building a great relationship with him for any law needs our family may need in the future.
 

Andrea Hansen

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

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

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

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

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

ROSEN TRUST LAW

Let Us Help Put Your
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31200 Via Colinas, Suite 101
Westlake Village, CA 91362

Beverly Hills | Satellite Office
(By Appointment Only)

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