GAL Pals: Guardians ad litem in the Brave New World of 2026
In this presentation to the members of the Woodland Hills [...]
To Serve Or Not To Serve: Navigating the Challenges and Uncertainties of Modern Conservatorship / Guardianship Practice
PFAC (Professional Fiduciaries Association of California) Professional Education Conference (May [...]
California Probate Workflow Manual Revised (CEB) (2023-)
Chapter 3, 'Gathering and Maintaining Information'
Medical Testimony in Contested Conservatorship Appointments
As part of the 2025 Aviva K. Bobb Advanced CAC [...]
A Litigator’s List of Hot Topics Tending to Bring Trust Administration into Court
Adam presented a detailed discussion of some of 'hot topics' [...]
What to Know After the Spears Case Ruling; No Not That One
Spears v. Spears (2023) 97 Cal.App.5th 1294 The California [...]
The Basic Principles of Collecting from the Dead
Death alone does not render a debt uncollectable; rather it [...]
Trustee Notice Pursuant to P.C. Section 16061.7; Don’t Overlook the Mundane
Don't overlook the mundane! Adam presented an interesting discussion of [...]
Tumultuous Terrain of the Trustee
Adam and his co-presenter Willow A. Mc Jilton discussed [...]
GAL and CAC: The Intersection of Differing Methods to Effect Adequate Representation in the Courthouse
Adam and his co-presenter Lawrence Lebowsky discussed the overlapping [...]
Ethical Guidelines for Los Angeles County Probate Court Appointed Counsel (CAC): Or, What Am I Supposed to Do Now That I Am Someone’s CAC?
Part of the 2022 CAC Training: The Fundamentals program. [...]
Evolving Dynamics in California Conservatorships; Use and Abuse of the Preferred Nominee Status Pursuant to Conservatorship of Ramirez (2001)
Recent changes to the Probate Code have encouraged the [...]
The Role of a Conservatee’s Counsel and Changes to Probate Code §1471
Adam and his co-presenter Bryan Wittlin discussed the evolving [...]
To Waive or Not to Waive, That is the Question: Handling Waiver, Appearances, and the Reading of Rights
Conservatees are required to receive notice of the proceedings, [...]
Interesting New Developments in Judgment Enforcement Law for Trust and Estate Practitioners: There’s No Place Like Home(stead)!
Presenter, Author, Interesting New Developments in Judgment Enforcement Law for [...]
New Developments in Bankruptcy Law and Debtor-Creditors Relations Affecting Estate and Financial Planning
Co-Presenter, Co-Author, New Developments in Bankruptcy Law and Debtor-Creditors Relations [...]
That Isn’t a Good Idea and I Can’t Help You With That” (Judgment Enforcement Issues for Trust and Estate Practitioners)
Attorneys risk disciplinary action, and the evidentiary privileges otherwise [...]
The Impact of Recent Trust & Estate Case Law Being Developed in Non-Probate Court Forums
California has a sophisticated, well-developed body of case law [...]
