Attorney Profiles


Charles A. Shultz 
Los Angeles Office (Home Office)
5567 Reseda Boulevard
Suite 330
Tarzana, California 91356
 

Communication Center 
Phone: (818) 705-6800 (Tarzana Office)
E-mail: Email Me
Fax: (818) 996-8266 (Direct Fax)
(818) 345-0162 (Firm Fax)
Web site: http://www.wcclaw.com
http://www.wccelaw.com


PositionAreas of PracticeEducation
HonorsPublished WorksAffiliations


 

Trust, Probate, Estate, Elder Law Attorney (Planning and Litigation)

Charles A. Shultz is a Certified Specialist in Estate, Trust and Probate Law by the State Bar of California and leads the firm's Trust Litigaiton, Probate, Estate Planning and Elder Law practice group.  Mr. Shultz assists the firm's clients in probate and trust litigation and administration matters, estate planning, conservatorships, and other legal issues involving family wealth and succession planning as well as alternative dispute resolution.

Utilizing a master's degree in tax law from New York University, Mr. Shultz is able to handle sophisticated estate planning and post mortem tax issues.  In addition, Mr. Shultz's trial experience allows him to see, raise and address more issues for the firm's estate planning clients.  Similarly, Mr. Shultz's planning practice and tax background provide him a significant advantage in trust and probate litigation.  Mr. Shultz represents clients in probate courts throughout Los Angeles County and Ventura county in probate and trust litigation.  Mr. Shultz also have a unique talent in being able to effectively take over complex matters from other counsel. 

Mr. Shultz approaches each matter differently and adapts well to each particular situation.  Mr. Shultz is very results oriented and strives to find common ground where appropriate.  While he believes in mediation and settlement, Mr. Shultz is not afraid to try matters.  

Professional Experience

In addition to his work with Wasserman, Comden, Casselman & Esensten, LLP, since 2006, Mr. Shultz previously maintained his own office, as well as spent time at two prestigious Los Angeles law firms: Reish Luftman Reicher & Cohen and McKenna & Cuneo, L.L.P.  Mr. Shultz also gained significant planning and consulting experience while working in the family wealth planning group at Arthur Andersen, L.L.P.  Mr. Shultz' roots in the Ventura community stem from his first legal position in a small firm in Camarillo, California, in the mid-90's. 

During his employment with Arthur Andersen, Mr. Shultz was principally involved in estate tax analysis and planning for very high net worth clients.  At Arthur Andersen, Mr. Shultz consulted with clients on sophisticated planning techniques, including the use of GRATS, defective trusts, family limited partnerships, irrevocable trust, dynasty trust, and qualified personal residence trusts.  Mr. Shultz continues to utilize those sophisticated planning techniques. 

Mr. Shultz serves as a volunteer Mediator for the Los Angeles Superior Court, Probate Department in Van Nuys and is on the Probate Volunteer Panel for the Los Angeles Superior Court.  He is a member of the bar in the State of California and the State of New York and is admitted to practice before the U.S. Court of Appeals for the Ninth Circuit and the U.S. District Court for the Central District of California.

Mr. Shultz is a past Chair of the San Fernando Valley Bar Association Trusts, Probate and Estate Section and currently serves as a Trustee on the Board of Trustees for the San Fernando Valley Bar Association.  Mr. Shultz previously served on the Executive Committee for the Los Angeles County Bar Association Trusts, Probate and Estates section. 

Current Employment Position(s):
Partner, since February 15, 2006
Areas of Practice:
Trusts and Estates
21% Trust Litigation
20% Probate Litigation
10% Elder Law
10% Corporate, Business Consulting - Succession Planning, Organization, Management, Employment, Purchase, Sale
19% Probate
20% Estate Planning
Litigation Percentage:
60% of Practice Devoted to Litigation
Certification/Specialties:
Estate Planning, Trust & Probate Law, California Board of Legal Specialization of the State Bar of California, 2011


Bar Admissions:
California, 1994
New York, 1997
U.S. District Court
Education:
New York University School of Law, New York, New York, 1994
LL.M.
Major:  Taxation


Loyola Law School, Los Angeles, California, 1993
J.D.
Honors: St. Thomas More New Honor Society


University of California at Los Angeles (UCLA), Los Angeles, California, June, 1990
B.A.
Major:  Economics


Published Works:
Estate Planning After Dad Dies! Should Mom Gift or Disclaim, California Trusts & Estates Quartely (California State Bar), Summer, 1996


(Co-Author)


Classes/Seminars Taught:
Practical Aspects of Practicing Law for Newer Attorneys: Probate - An Introduction, Beverly Hills Bar Associations (Barristers)


Trust Proceedings in Probate Court and Trust Litigation, Lorman Educational Services


Honors and Awards:
2011 Super Lawyers : Southern California - Trust Litigation, Estate Litigation (Probate), January 1, 2011 - Present


2012 Super Lawyers : Southern California - Trust Litigation, Estate Litigation (Probate), January 1, 2012 - Present


Trusted Advisor - San Fernando Valley Business Journal, August 7, 2012 - Present


Professional Associations and Memberships:
Los Angeles County Bar Association, Trusts & Estates, 2004 - 2007
Executive Committee


Friends of Sheba Medical Center, 2002 - 2008
Executive Vice President, Board of Directors


San Fernando Valley Bar Association, Trusts & Estates Section, February 28, 2006 - Present
Past Chair, Member


Los Angeles County Bar Association, Trusts & Estates Section, December 1, 1996 - Present
Member


San Fernando Valley Bar Association Board of Trustees, September 1, 2011 - Present
Trustee


Languages:
English (Primary)

Los Angeles Office
5567 Reseda Boulevard
Suite 330
P.O. Box 7033
Tarzana, California 91357

Phone: (818) 705 - 6800

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