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also known as David E. Rosen
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.
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Chat withState: Massachusetts
Acquired: 2012
No misconduct found
State: California
Acquired: 2008
No misconduct found
75 Second Ave, Suite 605, Needham, MA, 02494
19 Client Reviews
Showing 1 - 4 of 4 reviews | Communication Style
Posted by Rose | August 08, 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 anonymous | August 08, 2013 | Estate Planning
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 Carol | July 25, 2013 | Estate Planning
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...
Posted by Wolvin | November 19, 2012 | Real Estate
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...
"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."
"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."
"I endorse this lawyer. I know Ryan as a colleague in the American Academy of Estate Planning Attorneys. He wants to help families."
"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."
"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."
"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."
"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."
"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."
"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."
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2015
Rising Star, Super Lawyers Magazine
2014
Rising Star, SuperLawyers
2007
Pro Bono Service Award, Georgetown University Law Center
2012 - Present
Owner, Rosen Law Group
2007 - 2008
Associate, Latham & Watkins, LLP
2006 - 2006
Summer Associate, Proskauer Rose
2005 - 2005
Extern, U.S. District Court, D. Mass.
1999 - 2000
Social Office, The White House
2012 - Present
Massachusetts Bar AssociationMember
Defense Jury Verdict
Jury Verdict in the amount of $658,000
Defense Judgment
2007
JD, Cum Laude
2003
BA, Magna Cum Laude
2013
Wills, Trusts, & Nursing Home Asset Protection
2013
Wills, Trusts, and Nursing Home Asset Protection
2013
Wills, Trusts, and Nursing Home Asset Protection
2013
Wills, Trusts, & Nursing Home Asset Protection
2013
Wills, Trusts, & Nursing Home Asset Protection
2013
Medicaid Pre-planning and Crisis Planning
2013
Why Most Estate Plans Fail, and What to Do About It.
2013
Wills, Trusts, & Nursing Home Asset Protection
2010
2008
English
Legal Answers