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Patrick A. Kohlmann
Temmerman, Cilley & Kohlmann, LLP
2502 Stevens Creek Blvd.
San Jose, CA 95128-1654
Tel: (408) 998-9500
Fax: (408) 998-9700
Email:
pkohlmann@tcklawfirm.com
Legal
Practice:
Patrick A. Kohlmann, JD, CPA
specializes in the areas of estate planning, business planning, trust and
decedent's estate administration, probate, elder law planning,
conservatorships, and related litigation. His combined legal and accounting
experience extends more than 14 years.
Mr. Kohlmann's estate planning practice includes the preparation of revocable
and irrevocable trusts, wills, powers of attorney, special needs trusts,
charitable trusts, and counseling on family wealth transfer. His business
planning practice includes small business counseling, formation of business
entities including limited liability companies, family limited partnerships
and corporations, and the preparation of buy-sell agreements. His
administration practice includes estate and trust administration, post-mortem
tax planning, and gift and estate tax return preparation. Mr. Kohlmann's
litigation practice includes all forms of trust and estate litigation. Mr.
Kohlmann also specializes in probate conservatorships, and has been appointed
by the court as private counsel for conservatees in numerous complex
conservatorship cases.
Mr. Kohlmann is a Member of The State Bar of California's Executive Committee,
Trusts
and Estates Section, and is actively involved in monitoring,
drafting, and critiquing legislation which affects trusts and estates
practioners, clients, and the general public.
Professional Organizations/Memberships:
• *Certified Specialist in Estate Planning, Trust and Probate Law, California
State Bar Board of Legal Specialization
• Licensed C.P.A., California State Board of Accountancy
• Member, State
Bar of California Executive Committee, Trusts and Estates Section.
• Member, State Bar of California, Estate Planning, Trust and Probate Section
• Member, Silicon Valley Bar Association
• Former Co-Chair, Young Tax Lawyers, State Bar of California, San Jose
Chapter
• Member, California Society of C.P.A.s |
Education:
• Juris Doctor, Santa Clara University, 2000
• Recipient of CALI Excellence Award for Achievement in the study of
Community Property
• Honored by Certification and Recognition to Who's Who Among American Law
Students
• Bachelor of Science, Accounting, summa cum laude, DeVry College,
Illinois, 1993
• University of Illinois, Certified Public Accountant Certification,
1994
Recent Lectures:
• Speaker, "Tax
& Legal Issues Update," The Santa Clara County Estate Planning
Council (2008)
•
Speaker, "Changing Our Plans in 2007: New Laws, New Interpretations, and How
to Handle the Transition," the Estate Planning Council of Southern Alameda
County (2007)
• Speaker, "2006 Tax Update for Trusts, Estates, & Fiduciaries, and a
Review of SB 754, Ch 100 - the "Unitrust Conversion," The Professional
Fiduciary Association of California, Santa Clara County Chapter (2006)
• Speaker, "The Revised Circular 230" and "California Property Tax
Assessment, Reassessment, and Valuation Reduction," Paralegal Association
of Santa Clara County Annual Educational Seminar (2005)
• Speaker, "The Uniform Prudent Investor Act & the Uniform Principal and
Income Act," The Professional Fiduciary Association of California Annual
Conference (2005)
• Speaker, "The Continuing Search for WMDs (Ways to Manage Death,
Disability and Dissolution)," the Monterey Estate Planning Group (2005)
• Speaker, "The Uniform Prudent Investor Act," California State
University, Fullerton, Extended Education, San Francisco and Oakland,
California (2004)
• Speaker, "The 'No-Sell '/Buy-Sell: Creative Business Succession
Planning, and 'Stretch-Out' Planning for Retirement Plans," American
Express Financial Advisors Megabranch, Las Vegas, Nevada (2003)
• Speaker, "Dynasty Trusts: Demystifying Multi-Generational Estate
Planning," California Society of Certified Public Accountants, Personal
Financial Planning Committee, San Jose, California (2003)
• Speaker, "Fundamentals of Estate Planning," Sterling Madison Education
Services, San Jose, California (2003)
• Speaker, "Estate Planning for Seniors - What Every Agent Should Know,"
Senior Real Estate Specialists Continuing Education, California Real
Estate Board, San Mateo, California (2002)
Professional Honors/Published Articles:
• Judge Pro Tempore, Santa Clara County Superior Court (2005)
• Author of "Fractional Interest Transfers of Life Insurance Policies by
Medi-Cal Applicants" published in the Legal Network News, CANHR, Vol. 16,
No. 1 (Spring 2005)
• Presidential Honors Society |
