A Litigator’s List of Hot Topics Tending to Bring Trust Administration into Court
Adam presented a detailed discussion of some of ‘hot topics’ that have recently tended to create problems, issues, and disputes during the court of non-judicially supervised trust administrations that need to be addressed in probate court proceedings. Topics included surety bond requirements for successor trustees, Heggstad petitions, and financial elder abuse allegations in connection with the work of estate planning attorneys, financial advisors, and other planning and administration professionals who assist in the procurement of donative transfers and testamentary acts.
A Litigator’s List of Hot Topics Tending to Bring Trust Administration into Court, San Fernando Valley Estate Planning Council (SFVEPC) (2024)
About the Author: Adam Streltzer
Adam is a member of the State Bar of California, Los Angeles County Bar Association, Beverly Hills Bar Association, and Commercial Law League of America. He is admitted to practice before all of the courts of the State of California, U.S. Court of Appeals for the Ninth Circuit, U.S. District Court for all federal court districts in California (Central, Northern, Southern, and Eastern), and the U.S. Tax Court. He is also an active member of the Los Angeles County Superior Court’s appointed counsel (formerly Probate Volunteer Panel (PVP)) program and volunteers his time at the Los Angeles County Superior Court.
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