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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 - 5 of 12 reviews | Practice Area Knowledge
Posted by Edith | August 08, 2013 | Elder Law
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 ...
Posted by stevejma300 | August 08, 2013 | Estate Planning
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 Derek | August 08, 2013 | Trusts
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 Peggy | August 08, 2013 | Probate
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 anonymous | August 08, 2013 | Estate Planning
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.
"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