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Charles Adam Shultz

Charles Adam Shultz

also known as Charles A. Shultz, Charles Shultz

Practice areas:

Probate, Litigation, Estate Planning, Trusts, Wills & Living Wills

Charles Shultz

About Me

I specialize in advising beneficiaries and fiduciaries in trust and probate litigation matters as well as administration of trusts and estates.  Utilizing a master's in tax law from New York University, my practice also incorporates sophisticated estate and post mortem tax planning.  My planning practice and tax background provide me a significant advantage in trust and probate litigation matters.  Similarly, my trial experience allows me to see, raise and address more issues for all my clients.


When I am not in the office, I enjoy playing golf, cooking, collecting wine and spending time with my family (we have twin girls).

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Practice Areas

Licensed since 1994

  1. Litigation: 25%
    21 years
  2. Probate: 25%
    21 years
  3. Trusts: 20%
    21 years
  4. Estate Planning: 20%
    21 years
  5. Wills & Living Wills: 10%
    21 years

Payment

Fees:

Contingent (25-45%), Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

39 total 

  • John M O'Brien

    An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend him to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of his clients and getting them the most favorable result possible.

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    John O'Brien Personal Injury Attorney
    Relationship: Fellow lawyer in community

  • Olga Vasilyevna Guzhva

    I endorse this lawyer. I have seen several answers Mr. Shultz has left on the AVVO website. He demonstrates an excellent knowledge of the law, as well as keen insight. He offers excellent advice.

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    Olga Guzhva Tax Attorney
    Relationship: Fellow lawyer in community

Contact Info

Glaser Weil Fink Jacobs Howard Avchen & Shapiro, LLP

10250 Constellation Boulevard
19th Floor
Los Angeles, CA, 90067

Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 199703/13/2015
CAActive199402/26/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Southern California Super Lawyers Estate and Trust LitigationSuper Lawyers Magazine2014
Southern California Super Lawyer Estate and Trust LitigationSuper Lawyers Magazine2013
Southern California Super Lawyer Estate and Trust LitigationSuper Lawyers Magazine2012
Trusted AdvisorSan Fernando Valley Business Journal2012
Southern California Super Lawyer Estate and Trust LitigationSouthern California Super Lawyers2011

Work Experience
TitleCompany NameDuration
Of CounselGlaser Weil Fink Jacobs Howard Avchen & Shapiro, LLP2014 - Present
PartnerWasserman, Comden, Casselman & Esensten2006 - Present
OwnerLaw Offices of Charles A. Shultz2003 - 2006
Senior AssociateReish Luftman Reicher & Cohen, A Professional Corporation2000 - 2003
AssociateMcKenna & Cuneo1996 - 2000
Staff - Family Wealth PlanningArthur Anderson1995 - 1996

Associations
Association NamePosition NameDuration
San Fernando Valley Bar AssociationBoard of Trustees2011 - Present
San Fernando Valley Bar Association, Probate and Estate Planning SectionSection Chair2009 - Present
San Fernando Valley Bar Association, Probate and Estate Planning SectionMember2006 - Present
San Fernando Valley Bar AssociationMember2006 - Present
San Gabriel Valley Bar AssociationMember2006 - 2008
Los Angeles County Bar Association, Trusts and Estates Section, Probate and Trust CommitteeExecutive Committee2004 - 2007
New York State Bar AssociationMember1997 - Present
Los Angeles County Bar Association, Trusts and Estates SectionMember1996 - Present
Los Angeles Estate Planning CouncilMember1996 - 2000
Los Angeles County Bar AssociationMember1996 - Present
State Bar of California, Trusts and Estates SectionMember1994 - Present

Legal Cases
Case NameOutcome
Thottam v. ThottamJudgment in Favor of Client
In Re The Yeh Family TrustJudgment in Favor of Client
In re the Conservatorship of Charles E. CatherPrivate Professional Appointed

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Publications
Publication NameTitleDate
RLM&R Business Advisor ReportIf the Estate Tax is Repealed, Do I Still Need a Trust2001
McKenna & Cuneo, L.L.P., California Trusts & Estates NewsletterRetirement Distribution Planning for Single Taxpayers1998
California Trusts and Estates QuarterlyEstate Planning After Dad Dies: Should Mom Gift or Disclaim?1996

Education
School NameMajorDegreeGraduated
New York University School of LawN/AMasters of Law in Taxation1994
Loyola Law SchoolN/AJuris Doctorate1993
Univ of California at Los AngelesEconomicsBA - Bachelor of Arts1990

Speaking Engagements
Conference NameTitleDate
Rules of Trust Administration SeminarTrust Proceedings in Probate Court and Trust Litigation2013
Rules of Trust Administration SeminarTrust Proceedings in Probate Court and Trust Litigation2012
Practical Aspects of Practicing Law forPractical Aspects of Practicing Law for2010
Probate - An IntroductionPractical Aspects of Practicing Law for2009
Probate - An IntroductionPractical Aspects of Practicing Law for2008
Probate - An IntroductionPractical Aspects of Practicing Law for Newer Attorneys2007