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David Emmanuel Rosen

Estate planning Attorney at Needham, MA

5.0   19 reviews

also known as David E. Rosen

  • State Years
    Massachusetts - MA 11 years
    California - CA 15 years
  • Licensed for 11 years
    State MA
    Acquired 2012
    Status
    Active No misconduct found
  • Licensed for 15 years
    State CA
    Acquired 2008
    Status
    Resigned No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About David

Learn David’s areas of practice.

David Rosen’s legal practice provides an integrated approach to estate planning. He focuses on providing clients with the peace-of-mind knowing that their life-savings will be preserved for their family and their wishes will be fulfilled.

Originally from Worcester, Massachusetts, Mr. Rosen graduated from Georgetown University Law Center in Washington, DC. His passion for estate planning began during his time in law school where he provided legal assistance to elderly clients at the D.C. Legal Aid Society. Upon his graduation, Georgetown University recognized Mr. Rosen with a pro-bono service award for outstanding contribution to low-income families.

Before forming Rosen Law Group, Mr. Rosen had a wide range of legal experience including a background in business law and trial work. Mr. Rosen worked in the corporate department of Latham & Watkins, LLP. He also served as a legal extern for the Honorable Reginald C. Lindsay, a federal judge for the District of Massachusetts.

Prior to law school, Mr. Rosen worked in the White House where he was responsible for the planning, coordination, and execution of official social events for the President and First Lady.

These experiences give Mr. Rosen a unique perspective while helping families plan their estate. Mr. Rosen’s knowledge in civil trial law, business law, and the inter-play of the federal government helps him advise clients on how best to realize their goals while decreasing problems related to taxes, legal fees, family disputes, publicity, and other difficulties.

His overriding objective has always been, and continues to be, ensuring each client is satisfied throughout the estate planning process, an objective which is achieved through his personalized approach, knowledgeable advice and dedicated service.

Photos and videos

Location

Rosen Law Group
75 Second Ave
Suite 605
Needham, MA, 02494

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Reviews

5.0 / 5.0
  19 customer reviews
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Posted by Felicia | August 5, 2013
A great firm
David is down-to-earth and professional. He didn't charge us for phone calls which is different from a lot of other law firms. All of his colleagues are professional too. I would recommend this firm to anyone looking for will, living trust, or an estate plan.
Posted by Michelle | August 5, 2013
He gave me piece of mind
I have investment properties, so I was curious how to protect those things in the event I pass away. David set it up so that one of my children is in charge of the properties. We created a revocable living trust. Another one of my concerns, was the living will. I don't want to be put on life support. He made sure that wouldn't happen.
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Posted by Maria | August 5, 2013
He helped me with my trusts
I set up some trusts for my children, the type of trust I set up protects against a divorce and if my children get sued in the future -- but you will have to ask him the legal term because I can't remember what it's called.
Posted by Brandon | August 5, 2013
Worth every penny
I thought about doing a living trust online, but after attending attorney Rosen's seminar you realize that it's not a good idea to do it yourself. You need a professional. I'm kind of a pain in the butt because I ask a lot of questions! It’s not my fault though because I’m an engineer. Anyway, he took the time to answer every single one. Very much worth the price.
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Posted by anonymous | August 5, 2013
He walked me through the estate planning process, step by step
I encourage you to reach out to him! I highly recommend David Rosen for estate planning services. He will walk you step-by-step through the process. As our needs or priorities change in life, we plan to continue working with David to help advise us to make necessary changes.
Posted by Ernest | August 5, 2013
He helped me prevent legal fees my parents experienced
After going through probate with my mother's estate I knew that it was about time to get my own affairs in order. The probate took about a year and a half before the court released my mother's house. The living trust -- means that my children are not going to have to go to probate when I pass away. That's worth something.
Posted by anonymous | August 5, 2013
He will keep my children from bickering when I pass
I met with David at his office and he asked me about the problems I was having with my children who fight a lot – God Bless them! He helped me come up with a revocable trusts so they don't fight after I pass away. Very professional and I would recommend him to anyone.
Posted by Peggy | August 5, 2013
He handled a probate for me
I had a probate matter because my husband died suddenly. I live out of state but I had a bank account in Boston for our child who goes to college in Boston. Attorney Rosen did the probate for me.
Posted by Derek | August 5, 2013
We protected our assets from death taxes and nursing homes
Very hard-working and professional. We interviewed other lawyers but we liked him best. We got a revocable trusts and irrevocable trust. The revocable trust will protect our assets from government taxes while the irrevocable trust will keep our care costs down.
Posted by John | August 5, 2013
He helped me when I was in need of good help
I had a positive experience with David Rosen. He helped me out of a difficult circumstance. Thank you
Posted by stevejma300 | August 5, 2013
He helped us create a plan that was long overdue
He helped us set up a living trust. We went to one of his seminars and he explained complex information in a way that made it simple. It felt really good to get the planning out of the way because we have been thinking about doing our estate planning for many years. So yeah -- definitely five stars.
Posted by Rose | August 5, 2013
He manages his buisness well.
We really enjoyed working with attorney Rosen because he returned our phone calls quickly and answered all our questions. We were satisfied with the services he preformed and would hire him again.
Posted by Edith | August 5, 2013
He helped my father and I couldn't be more grateful
I lived out of state, but my father lives in Massachusetts and he is elderly. I worked with attorney Rosen to help protect my father's assets from the nursing homes. I found Rosen Law group over the Internet, but after speaking with attorney Rosen I felt comfortable that he was the person to help my father. I give him five stars. Edith, M., New Jersey.
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Posted by Carol | July 24, 2013
We were very pleased with his service.
David was very professional, a pleasure to do business with. When explaining his estate plan for us he was very easy to understand. David expressed himself well which helped our understanding. He was very thorough with his plan for us and made sure to learn as much about our situation as he could. We wound up on a first name basis with David because he now knows more about us then our doctors, in this situations that is a very good thing!
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Posted by Alex | July 24, 2013
Very Attentive
My family had David create an Estate Plan for us. We were very impressed with what he created for us. David puts his clients first, he was very attentive to my family’s needs and provided above and beyond what was expected.
Posted by Marilyn | July 21, 2013
We Liked His Approach
I would definitely give David a 5 [out of 5 Stars], my husband says 6 out of 5 Stars! We like David, we think he did a wonderful job; we were very happy with him and found that he was very patient. He explained things well and was thorough. .We had met with other attorney’s but liked his approach more.
Posted by Sandy | March 4, 2013
Exceptional Service
David and his staff are very helpful and hospitable. My daughter and son-in-law are now doing their estate planning with his office. When my husband got sick, they helped me through a very difficult time.
Posted by Wolvin | November 18, 2012
Reviewing of closing material
I’m very satisfied with the work that David did reviewing my closing documents. He identified a few areas where I wasn’t fully protected and pointed out some documents that needed to be changed. Additionally, David had time to hop on a phone call with me to explain the changes, and negotiated a super resolution. I’m glad I hired David to review the transaction.
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Posted by Monica | November 18, 2012
Client Review
I highly recommend this attorney. He was very friendly and knowledgeable and reasonably priced. He did an estate plan for the entire family and we were all very pleased with the results. Thanks Rosen!
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Cost

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Contact for Details

Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • Owner
  • Rosen Law Group
  • 2012 - Present
  • Associate
  • Latham & Watkins, LLP
  • 2007 - 2008
  • Summer Associate
  • Proskauer Rose
  • 2006 - 2006
  • Extern
  • U.S. District Court, D. Mass.
  • 2005 - 2005
  • Social Office
  • The White House
  • 1999 - 2000
View all work experience

Education

  • Georgetown Univ Law Ctr
  • JD, Cum Laude
  • 2007
  • American Univesity
  • BA, Magna Cum Laude
  • 2003

Sample of Legal Cases

  • Former Employee vs National Restaurant Chain
  • Defense Jury Verdict
  • Telecommunications Company vs Former Employee
  • Jury Verdict in the amount of $658,000
  • National Bank vs Community Bank
  • Defense Judgment

Associations

  • Massachusetts Bar Association
  • Member
  • 2012 - Present

Languages Spoken

  • English

Honors and Awards

  • Rising Star
  • Super Lawyers Magazine
  • 2015
  • Rising Star
  • SuperLawyers
  • 2014
  • Pro Bono Service Award
  • Georgetown University Law Center
  • 2007

Speaking Engagements

  • West on Center
  • Wills, Trusts, & Nursing Home Asset Protection
  • 2013
  • The Westin Hotel
  • Wills, Trusts, and Nursing Home Asset Protection
  • 2013
  • The Brigham House
  • Wills, Trusts, and Nursing Home Asset Protection
  • 2013
  • Son's of Italy
  • Wills, Trusts, & Nursing Home Asset Protection
  • 2013
  • Rogerson House
  • Wills, Trusts, & Nursing Home Asset Protection
  • 2013
  • Rogerson House
  • Medicaid Pre-planning and Crisis Planning
  • 2013
  • Belmont Street Center
  • Why Most Estate Plans Fail, and What to Do About It.
  • 2013
  • Annabelle's
  • Wills, Trusts, & Nursing Home Asset Protection
  • 2013
View all speaking engagements

Attorney endorsements

Received (24)
Given (76)
Endorse David
Estate planning Attorney | Jan 19
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Apr 02
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Nov 12
Relationship: Other
"I endorse this lawyer. As a fellow member of the American Academy of Estate Planning Attorneys, I know that David is duly qualified to help address all aspects of estate planning for families and individuals."
Estate planning Attorney | Oct 28
Relationship: Friend
"I endorse this lawyer."
Estate planning Attorney | Oct 24
Relationship: Fellow lawyer in community
"I've known David through our affiliation with a national organization of estate planning attorneys that fosters professional excellence. David is a compassionate and knowledgeable estate planning attorney. He cares about his clients and makes complicated estate planning concepts easy to understand. I endorse him as an exceptional estate planning attorney."
Estate planning Attorney | Oct 18
Relationship: Fellow lawyer in community
"I endorse this lawyer. I know Ryan as a colleague in the American Academy of Estate Planning Attorneys. He wants to help families."
Estate planning Attorney | Oct 18
Relationship: Fellow lawyer in community
"David is a passionate and caring advocate for his clients. I know David's work through the American Academy of Estate Planning Attorneys. I would highly recommend his work to any client needing legal guidance and assistance."
Unknown Attorney | Sep 21
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Aug 19
Relationship: Other
"I endorse this lawyer."
Elder law Attorney | Aug 14
Relationship: Friend
"I endorse this lawyer. Fast and relaible. Highly recommended."
Estate planning Attorney | Aug 09
Relationship: Fellow lawyer in community
"David is intelligent, hardworking, and responsive. All things that make him a great lawyer. On top of that, he is a spectacular estate planning attorney."
Estate planning Attorney | Aug 07
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | Aug 06
Relationship: Fellow lawyer in community
"I endorse this lawyer. They are an expert in the field of estate planning."
Estate planning Attorney | Aug 05
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Aug 04
Relationship: Other
"I endorse this lawyer. David is bright, energetic and devoted to his clients. Persons seeking estate planning expertise would be well served by David and his firm."
Estate planning Attorney | Jul 24
Relationship: Fellow lawyer in community
"I've known David through our affiliation with a national estate planning organization. David is a compassionate estate planning attorney. He makes complicated estate planning concepts easy to understand. I endorse his ability in estate planning."
Estate planning Attorney | Jul 23
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jul 22
Relationship: Fellow lawyer in community
"I have come to know David through the American Academy of Estate Planning Attorneys. Not only is he knowledgable, he is absolutely delightful. I would recommend David without reservation to anyone in his area for competent, professional estate planning representation."
Estate planning Attorney | Jul 22
Relationship: Fellow lawyer in community
"I endorse fellow attorney David Rosen. I know David through this membership in the American Academy of Estate Planning Attorneys. David possesses the knowledge and skills for helping people achieve their estate plan objectives."
Estate planning Attorney | May 08
Relationship: Fellow lawyer in community
"I endorse this lawyer."
View more endorsements
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Elder law
Estate planning
Wills and living wills