In this presentation to the members of the Woodland Hills Tax & Estate Planning Council, Adam discusses the impacts of [...]
PFAC (Professional Fiduciaries Association of California) Professional Education Conference (May 2025) - "To Serve Or Not To Serve: Navigating the [...]
As part of the 2025 Aviva K. Bobb Advanced CAC Training Program presented by the Los Angeles County Bar Association [...]
Adam presented a detailed discussion of some of 'hot topics' that have recently tended to create problems, issues, and disputes [...]
Spears v. Spears (2023) 97 Cal.App.5th 1294 The California Court of Appeal’s recent decision in Spears v. Spears created [...]
Don't overlook the mundane! Adam presented an interesting discussion of the obligation for the trustee to serve notice to heirs, [...]
Adam and his co-presenter Willow A. Mc Jilton discussed who actually is a Trustee, what it means to be [...]
Adam and his co-presenter Lawrence Lebowsky discussed the overlapping roles, duties, and obligations of lawyers (CAC) and representatives (GAL), [...]
Part of the 2022 CAC Training: The Fundamentals program. Adam and his co-presenter Lawrence Lebowsky discussed ethical issues when [...]
Recent changes to the Probate Code have encouraged the trial courts to give more weight to the preferences of [...]
Adam and his co-presenter Bryan Wittlin discussed the evolving role, in light of changes to California Probate Code §1471, [...]
Conservatees are required to receive notice of the proceedings, appear at the hearing, and be informed of their rights. [...]
Presenter, Author, Interesting New Developments in Judgment Enforcement Law for Trust and Estate Practitioners: "There's No Place Like Home(stead)!", South [...]
Co-Presenter, Co-Author, New Developments in Bankruptcy Law and Debtor-Creditors Relations Affecting Estate and Financial Planning, Estate Counselors Forum, Estate Planning, [...]
Attorneys risk disciplinary action, and the evidentiary privileges otherwise generally afforded to attorneys will not shelter communications, where the [...]
California has a sophisticated, well-developed body of case law and statutory authorities, supplemented by detailed procedural court rules, which [...]
Parties to a Family Law case are often at the extremes of litigant behavior. It is not a surprise [...]
Spendthrift trusts provide that a beneficiary's interest may not be alienated, assigned to creditors, or otherwise anticipated by the [...]
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