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Sondra J. Allphin

Temmerman, Cilley & Kohlmann, LLP
2502 Stevens Creek Blvd.
San Jose, CA 95128-1654
Tel:(408) 998-9500
Fax:(408) 998-9700

email: sallphin@tcklawfirm.com

Legal Practice:

Ms. Allphin’s practice emphasizes estate planning, incapacity planning, and trust and decedent estate administration. Her estate planning practice includes the preparation of living trusts, wills, durable powers of attorney, charitable trusts and special needs trusts. Her administration practice includes estate and trust administration, conservatorships, tax planning, estate and gift tax return preparation, and trust and estate accountings.

Background

Ms. Allphin brings to her legal practice nine years of experience as a senior tax expert, specializing in complex individual income tax planning, at the Massachusetts CPA firm Anthony and Dodge, PC.

Professional Organizations/Memberships:

• Member, State Bar of California, Trusts and Estates Section.

• Member, Silicon Valley Bar Association.

Recent Lectures/Presentations

• Speaker, "Avoiding Potholes on the Road of Love," (Property Transfer Obstacles for Married Persons and Registered Domestic Partners), Silicon Valley Bar Association, Santa Clara (2008)

• Speaker, “Domestic Partners Part I: An Overview,” CEB (2005)

• Speaker, “Planning for Unmarried Couples After January 1, 2005,” Thirteenth Annual Estate and Gift Tax Conference, Beverly Hills and San Francisco (2005)

• Speaker, “The Nuts & Bolts of AB 205, and Its Impact on Domestic Partners & Estate Planning,” Silicon Valley Bar Association, San Jose (2004)

• Speaker, “Estate Planning for Unmarried Couples (Specifically for Registered Domestic Partners),” Annual Meeting of the California Tax Bar, San Jose (2004)

Published Articles/Books:

• Co-author of Chapter 11 of the CEB Attorney Practice Book “California Domestic Partnerships” entitled “Rights on Death and Estate Planning Issues,” Continuing Education of the Bar (2008)

• Co-author of Chapter 4 of the CEB Estate Planning Practice Book “California Estate Planning” entitled “Additional Property Transfer Obstacles for Married Persons and Domestic Partners,” Continuing Education of the Bar (2008)

• Author of “New Domestic Partnership Legislation and Its Impact on Estate Planning and Administration” published in the California Trusts and Estates Quarterly, Vol. 10., No. 1 (Spring 2004)

Education:

• Juris Doctor, magna cum laude, Santa Clara University, 2003

• Member, Order of the Coif

• Recipient of CALI Award and Witkin Award in Estate Planning

• Recipient of CALI Award in Federal Personal Income Tax

• Recipient of Fenwick and West Tax Prize

• Bachelor of Arts, Psychology, Salem State College, 1982