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Charles Adam Shultz
also known as Charles A. Shultz, Charles Shultz
About Charles
Practice Areas
1
Practice Area
Estate Planning
100%
32 years
Fees and Rates
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Chat withLicenses
Licensed in California for 31 years
State: California
Acquired: 1994
No misconduct found
Licensed in New York for 28 years
State: New York
Acquired: 1997
No misconduct found
Location
No contact information is available for this lawyer
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Charles Adam Shultz's Reviews
Showing 1 - 5 of 5 client reviews from Avvo
Posted by Christopher | January 15, 2020 | Hired Attorney
This review is from a person who hired this attorney.
Disappointed
On 6/17 I was spat on assaulted! Charles was my lawyer at the time. He convinced me to drop the case do to it wouldn't be beneficial financially for us/him. Three yrs later because the case was initially denied by the insurance company for the company I worked for. They montgomery County is now comin...
Posted by Laurie | June 5, 2014
Excellent information provided regarding beneficiary of a trust
Mr. Shultz was specific with processes I needed to undertake in order to protect my interests. He spent his personal time giving me insight into the mis-handling of the other parties involved and gave me great ways to obtain information I was unable to get previously.
Posted by T. Rich | July 8, 2013
I slept better
I did use his services. He helped put my mind at rest. I had him on a conference call with the attorney I was using in another state. After that call I slept a lot better. I would recommend him.
Posted by Felicia | April 24, 2011
Trustee got you down? Let Charles handle it!
This time last year, my siblings and I were desperate to resolve my father's estate. It had been in litigation for four years and the end was nowhere in sight. That's when someone recommended we hire Charles. Within a few months, he'd basically untangled years of mendacity, bureaucracy and incompeten...
Posted by Vicki | April 13, 2011
Personable, Bright, Creative, Available...a thoughtful human being.
Charles has been our family attorney for several years. We have been very satisfied with the high quality legal expertise he has provided. He has helped us explore and resolve issues that come along with running a family business as well as dealing with our biggest concern, our estate planning. He i...
Charles Adam Shultz's Lawyer Endorsements
"I highly recommend Charles for any probate related matter, and particularly probate litigation. I had the pleasure of working with Charles on a hotly contested trust interpretation and breach of trust case where our respective clients had similar interests. While working together, I was able to see firsthand Charles utilize his knowledge and experience of probate and tax to create winning strategies for his clients."
"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."
"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."
"I endorse this lawyer."
"I endorse this lawyer. It is clear by reading the answers in the AVVO community that this lawyer is a top notch attorney who is highly respected in the legal community."
"I endorse this lawyer."
"I endorse this lawyer."
"I am impressed by the thoroughness and accuracy of Mr. Shultz's responses to legal inquiries. He addresses the issues while providing responses which are clear and in language which is understandable to the asker. I expect that these skills pour over into his practice in his community. I would recommend Mr. Schultz to individuals seeking competent counsel in his area."
"After reading many of Mr. Schultz's answers here on AVVO it is obvious this attorney has the knowledge and skill to serve clients. I recommend this attorney, without hesitation, as a knowledgeable practitioner and advocate."
"Excellent attorney. Mr. Shultz continues to provide valuable advice on Avvo each time that he responds to a question. Although I have been licensed and practicing for 24 years, including time spent as a judge and magistrate, I continually learn from his answers about different aspects of the law. I would recommend him to everyone."
"I endorse this lawyer."
"Excellent lawyer. Highly respected."
"I endorse Attorney Shultz. From his answers and time on Avvo, it is clear he is dedicated to serving those in need and his clients. It's rare that lawyers spend so much valuable time helping the community, for free, and I applaud him for doing it to such a great level. Kudos."
"Mr. Shultz has made a substantial number of contributions on avvo.com. I have read several of his contributions and have found them to be thoughtful, informative and practical. I endorse this lawyer's work."
"Based upon the answers to the questions Mr. Schultz has answered on AVVO, I heartily endorse this lawyer-- he has a solid grasp of the ins and outs of estate planning law."
"I endorse this lawyer. One of the sharpest and shrewdest attorneys I have seen to date on Avvo."
"Mr. Shultz consistently provides knowledgable and reasonable responses to questions on AVVO.com"
"Charles Adam Shultz is completely up-to-date on probate issues and is a frequent contributor to avvo. His answers reflect both his legal expertise and practical manner of addressing probate issues. I highly endorse this lawyer."
"Excellent answers on Avvo. I endorse this lawyer."
"I endorse this lawyer. I just joined AVVO but see Charles is one of a few attorneys I regularly see giving great answers to questions posed...I find myself agreeing with him on most matters presented."
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Experience
Honors
2014
Southern California Super Lawyers Estate and Trust Litigation, Super Lawyers Magazine
2013
Southern California Super Lawyer Estate and Trust Litigation, Super Lawyers Magazine
2012
Southern California Super Lawyer Estate and Trust Litigation, Super Lawyers Magazine
2012
Trusted Advisor, San Fernando Valley Business Journal
2011
Southern California Super Lawyer Estate and Trust Litigation, Southern California Super Lawyers
Work Experience
2014 - Present
Of Counsel, Glaser Weil Fink Jacobs Howard Avchen & Shapiro, LLP
2006 - Present
Partner, Wasserman, Comden, Casselman & Esensten
2003 - 2006
Owner, Law Offices of Charles A. Shultz
2000 - 2003
Senior Associate, Reish Luftman Reicher & Cohen, A Professional Corporation
1996 - 2000
Associate, McKenna & Cuneo
1995 - 1996
Staff - Family Wealth Planning, Arthur Anderson
Associations
2011 - Present
San Fernando Valley Bar AssociationBoard of Trustees
2009 - Present
San Fernando Valley Bar Association, Probate and Estate Planning SectionSection Chair
2006 - Present
San Fernando Valley Bar Association, Probate and Estate Planning SectionMember
2006 - Present
San Fernando Valley Bar AssociationMember
1997 - Present
New York State Bar AssociationMember
1996 - Present
Los Angeles County Bar Association, Trusts and Estates SectionMember
1996 - Present
Los Angeles County Bar AssociationMember
1994 - Present
State Bar of California, Trusts and Estates SectionMember
2006 - 2008
San Gabriel Valley Bar AssociationMember
2004 - 2007
Los Angeles County Bar Association, Trusts and Estates Section, Probate and Trust CommitteeExecutive Committee
1996 - 2000
Los Angeles Estate Planning CouncilMember
Sample of Legal Cases
Thottam v. Thottam
Judgment in Favor of Client
In Re The Yeh Family Trust
Judgment in Favor of Client
In re the Conservatorship of Charles E. Cather
Private Professional Appointed
Education
1994
New York University School of Law
Masters of Law in Taxation
1993
Loyola Law School
Juris Doctorate
1990
Univ of California at Los Angeles
BA - Bachelor of Arts
Speaking Engagements
2013
Rules of Trust Administration Seminar
Trust Proceedings in Probate Court and Trust Litigation
2012
Rules of Trust Administration Seminar
Trust Proceedings in Probate Court and Trust Litigation
2010
Practical Aspects of Practicing Law for
Practical Aspects of Practicing Law for
2009
Probate - An Introduction
Practical Aspects of Practicing Law for
2008
Probate - An Introduction
Practical Aspects of Practicing Law for
2007
Probate - An Introduction
Practical Aspects of Practicing Law for Newer Attorneys
Publications
2001
RLM&R Business Advisor Report
If the Estate Tax is Repealed, Do I Still Need a Trust
1998
McKenna & Cuneo, L.L.P., California Trusts & Estates Newsletter
Retirement Distribution Planning for Single Taxpayers
1996
California Trusts and Estates Quarterly
Estate Planning After Dad Dies: Should Mom Gift or Disclaim?
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Trust Administration - How to Transfer Assets with a Heggstad Order
27 Oct 2014
Q&A
Does an inventory of personal property and personal effects need to be done within an annual accounting or within an initial?
25 Oct 2014
Q&A
Does a "catch-all" clause in a trust allow a named beneficiary to withdraw money (probate free) from a bank account not listed?
28 Oct 2014