Bart J. Schenone

Bart J. Schenone

Of Counsel
Location:
Danville, California
Phone:
408-780-1912
Fax:
408-998-9700
Email:

I am presently of counsel to Temmerman, Cilley & Kohlmann, LLP, having joined the firm in 2015. Preceding my tenure at Temmerman, Cilley & Kohlmann, I practiced as a solo practitioner for nearly 30 years.

I have been practicing in the area of post-mortem administration and estate planning for over 35 years,  encompassing the areas of trust and estate administration, probate, preparation of fiduciary income tax, gift and estate tax returns, real property transactions, formation of business entities to further estate plans, and advising on property tax, income and estate tax matters.

Along the way, I have acted and continue to act as a guardian ad litem and trust protector in many matters. I have also been appointed and served as a court-appointed fiduciary, referee, special master, and temporary Probate Commissioner. I have spoken on numerous subjects for CEB, the State Bar of California, and others.

I am a certified specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization of the State Bar of California since 1992, am rated "AV" by Martindale-Hubbell, and am a "Super Lawyer".

I am a Fellow with the American College of Trusts and Estates College.

I have served as Chair of the Executive Committee for the Trusts and Estates Section of The State Bar of California (2013-2014) and as a member of the Executive Committee from 2006-2017.

Areas of Practice

  • 60% Trust and Estate Administration
  • 40% Estate Planning

Certified Legal Specialties

  • Certified Specialist in Estate Planning, Trust and Probate, The California Board of Legal Specialization, 1992

Bar Admissions

  • California, 1974

Education

  • The University of Michigan Law School, Ann Arbor, Michigan
    • Juris Doctor - 1974
  • Stanford University, Stanford, California
    • B.A. - 1971
    • Honors: With Distinction
    • Major: Anthropology

Published Works

  • Co-author: Administering Insolvent Estates: Squabbling Over the Table Scraps, Estate Planning, Trust & Probate News, Vol. 14, No. 4, 1994
  • Co-author: Tripping Over the Gopher Holes: An Estate Planner's Guide to Proposition 13, California Trusts and Estates Quarterly, Vol. 2 No. 4, 1996
  • Co-Author, “2017 Legislation: From Planning to Partnerships, Principal and Income to Proofs of Service: a Plethora of Promulgated Principles Practitioners Must Practice Proficiently”, California Trusts and Estates Quarterly, Volume 24, Issue 2, 2018
  • Co-author, “Alice in Tulsa-Land: The Dobler Effect on Creditors of Revocable Trusts”
  • Co-author, CEB Action Guide

Classes/Seminars

  • Fundamentals of Estate Planning, California Continuing Education of the Bar, May, 1998
  • Fundamentals of Estate Planning, California Continuing Education of the Bar, February, 1999
  • The Other Taxes: Property Taxes and Transfer Taxes, State Bar of California, California CPA Education Foundation, October, 1996
  • The Other Taxes: Property Taxes and Transfer Taxes, State Bar of California, California CPA Education Foundation, November, 1996
  • The Other Taxes: Property Taxes and Transfer Taxes, State Bar of California, California CPA Education Foundation, June, 1997
  • ABCs of Drafting a Three-Trust Marital Deduction Plan, Co-Panelist: CEB, January, 1997
  • Using California Trusts,, Co-Panelist: CEB, November, 1994
  • Administering Insolvent Estates: Squabbling Over the Table Scraps, Northern Trust of California, April, 1994

Honors and Awards

  • Rated AV by Martindale-Hubbell
  • Fellow, American College of Trust and Estate Counsel
  • Northern California “Super Lawyer”

Professional Associations and Memberships

  • Alameda County Bar Association, Estate Planning, Trust, and Probate Law Section, Chair, 1996 - 1997
  • The State Bar of California, Trusts and Estates Section, Past Chair, Executive Committee, 2013 - 2014
  • Trusts and Estates Section California Lawyers, Member, 2017 - Present

Past Employment Positions

  • Schenone & Peck, Owner, 1985 - 2015

Languages

  • English (Primary)