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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.
Mr. Kohlmann's adminstration practice includes trustee representation, tax planning, federal estate and gift tax return preparation, and complex trust and estate accountings. His combined legal and accounting experience extends more than 14 years. 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 practitioners, clients, and the general public.

Professional Organizations/Memberships:

• *Certified Specialist in Estate Planning, Trust and Probate Law, California State Bar Board of Legal Specialization
• Member, State Bar of California Executive Committee, Trusts and Estates Section
• Licensed C.P.A., California State Board of Accountancy
• 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 and Moderator, "Practical Estate Asset Management in Today's Economy," Continuing Education of the Bar of California (CEB) (2010)
• Speaker and Moderator, "Practical Problems in Trust Administration," Continuing Education of the Bar of California (CEB) (2010)
• Speaker, "Property Tax Planning for Business Entities," San Mateo County Bar Association, Estate Planning Section (2009)
• Speaker, "Death, Debts, and Taxes: Creditors' Claims Against a Decedent," Continuing Education of the Bar of California (CEB) (2009)
• Speaker, "Fundamentals of Probate and Other Nontrust Administration," Continuing Education of the Bar of California (CEB) (2009)
• Speaker, "Key Language in Trusts to Protect Trustees - 4 Key Things Fiduciaries Should Look For," The Professional Fiduciary Association of California, Santa Clara County Chapter (2009)
• Speaker, “Practical Problems in Probate,” Continuing Education of the Bar of California (CEB) (2009)
• 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, "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

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


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