Attorney Profile
ROBERT E. TEMMERMAN, JR. *
Legal Practice:
Mr. Temmerman specializes in estate planning, incapacity planning and decedent estate administration, focusing on estate planning for both large and moderate estates with specific emphasis on family wealth preservation. His administration practice includes postmortem trust administration, trust reformations, tax planning, federal estate and gift tax return preparation, complex trust and estate accountings, incapacity planning and conservatorships, fiduciary litigation, as well as mediation and alternative dispute resolution in all types of trust and estate matters.
Professional Organizations/Memberships:
- California State Chair of the American College of Trust and Estate Counsel (2011-2015)
- Fellow of the American College of Trust and Estate Counsel
- * Certified Specialist in Estate Planning, Trust and Probate Law, California State Bar Board of Legal Specialization
- Chair, California State Bar Estate Planning, Trust and Probate Law Section (1997 1998), Vice Chair (1996 1997)
Chair, California State Bar Estate Planning, Trust and Probate Law Section Committee on Postmortem Trust Administration (1993 1995) - Chair, Santa Clara County Bar Association Estate Planning, Probate and Trust Law Section (1987); Vice Chair (1986)
- Member, Silicon Valley Bar Association (2000 to present)
- Member, American Bar Association, Real Property, Trust and Estate Law Section (1980 to present)
- Member, Santa Clara County Estate Planning Council (1982 to present)
Education:
- Juris Doctor, magna cum laude, Santa Clara University, 1980
- Bachelor of Arts in Economics and Political Sciences, magna cum laude, Boston College, 1975
Recent Lectures/Presentations:
- Speaker, "Estate Planning & Administration: 27th Annual Recent Developments," CEB (2012)
- Speaker, "Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse." Welcome to Tax Planning, 2012, Silicon Valley Bar Association, Santa Cruz County Estate Planning Council, San Mateo County Estate Planning Council and Monterey Estate Planning Group, (2011 and 2012)
- Speaker, "Current California Developments in Estate Planning and Administration," 7th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2011)
- Speaker, "Ethical Considerations When Dealing with Elderly Clients and Donors," Stanford University (2011)
- Speaker, "Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships," Santa Clara County Estate Planning Council (2011)
- Speaker, "Estate Planning & Administration: 26th Annual Recent Developments," CEB (2011)
- Speaker, "Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010," Silicon Valley Bar Association, Santa Cruz County Estate Planning Council, San Mateo County Bar Association and Monterey Estate Planning Study Group (2010-2011)
- Speaker, "Estate Planning & Administration: 25th Annual Recent Developments," CEB (2010)
- Speaker, "Current California Developments in Estate Planning and Administration," 6th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2010)
- Speaker, "Current California Developments in Estate Planning and Administration," 5th Annual Jerry A. Kasner Estate Planning Symposium," SCU (2009)
- Speaker, "Avoiding Potholes in the Road of Love," SVBA and Santa Cruz County Estate Planning Council (2009)
- Speaker, "Annual Update," Santa Clara County Estate Planning Council (2009)
- Speaker, "Estate Planning & Administration: 24th Annual Recent Developments," CEB (2009)
- Speaker, "Estate Planning in the Brave (and Poorer) New World," San Mateo County Estate Planning Council, Santa Cruz County Estate Planning Counsel, Silicon Valley Bar Association, First National Bank Trust Department (2009-2010)
- Speaker, "Highlights of Current Developments," 30th Annual UCLA/CEB Estate Planning Institute (2008)
Published Articles/Books/Briefs:
- Co-author of Chapter 4 entitled "Property Transfer Obstacles for Married Persons" published in California Estate Planning, Continuing Education of the Bar (2003); Updated in 2004 and every year thereafter through the present
- Co author of "Is There a New Trust Code in California's Future? A Comparison of the Recently Adopted Uniform Trust Code with Current California Trust Laws" published in the California Trusts and Estates Quarterly, Vol 6., No. 4, Winter 2000
- Counsel of Record, amicus curiae brief filed with the U.S. Supreme Court on behalf of the California State Bar Estate Planning, Trust and Probate Law Section in Boggs v. Boggs (1996)
