Presentations
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), [...]
Newsworthy & Important Items
Adam Streltzer, Quoted
Death alone does not render a debt uncollectable; rather it simply makes the process that more difficult. Adam provides a guide for understanding how California law provides a process for collecting from the dead. LINK: The Basic Principles of Collecting from the Dead (2011)
Adam Streltzer, Quoted
Adam Streltzer quoted in the Orange County Register newspaper: Kimberly Edds, "Public administrator overreached, heirs of TapouT co-founder say" View PDF
Cases & Decisions
Adam represented one of the prevailing respondents. The Court of Appeal was called upon to interpret and apply language in a trust instrument which directed the trustee to distribute certain real property to a beneficiary’s subtrust. That directive was merely a mechanism for funding that beneficiary’s residual gift, assuming the trustor still owned the property as of the trustor’s death. The reference to a specific source of funding—that certain property—did not make it a specific gift.
See Blech v. Blech (2018) 25 Cal.App.5th 989 (via Google Scholar).
Books & Publications
Chapter 17, 'Sales and Real Property Transactions' (Continuing Education of the Bar [CEB])
Chapter 23, 'Handling a Decedent's Business Interests' (CEB).
New Case Rulings
A revocable trust is a trust that may be revoked, altered or amended during the lifetime of the person who [...]
It is a well known principle of trust law that, if the trust provides for the trustee to be compensated [...]
Sometimes I wonder why cases ever get as far as they do in the appeal process considering the ever increasing [...]
