Jennifer F. Scharre

Jennifer F. Scharre

Associate Attorney
Location:
San Jose, California
Phone:
408-780-1912
Fax:
408-998-9700
Email:

Jennifer F. Scharre joined Temmerman, Cilley & Kohlmann, LLP in 2014. Mrs. Scharre provides representation in the areas of estate planning, conservatorship matters, guardianship matters and trust and estate administration and litigation.

Her estate planning practice includes the preparation of revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and related estate planning documents. Mrs. Scharre also assists clients with advanced estate planning strategies to reduce estate tax, property tax, and income tax.

Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate. She also assists trustees and personal representatives with the preparation of trust accountings and estate tax returns.

Mrs. Scharre's practice also includes conservatorships and guardianships, including assisting with the establishment of conservatorship matters in the court system, as well as representation of clients who have preexisting conservatorship and guardianship matters.

Areas of Practice

  • 40% Estate Planning
  • 40% Probate and Trust Administration
  • 20% Conservatorships & Guardianships

Litigation Percentage

  • 10% of Practice Devoted to Litigation

Bar Admissions

  • California, 2018

Education

  • Santa Clara University School of Law, Santa Clara, California
    • J.D.
    • Honors: Assistant Director, Santa Clara Honors Moot Court Competition
    • Honors: Chair, Santa Clara Honors Moot Court, Galloway Competition
    • Honors: Recipient of the Best Oral Advocate Award
    • Honors: Semi Finalist, Santa Clara Honors Moot Court Competition
    • Honors: Dean’s List
  • University of San Diego, San Diego, California
    • Bachelor of Accountancy - 2012
    • Honors: Dean's List
    • Major: Accounting

Published Works

  • Co-Author, “Don’t Answer that! Spouses, Families, and Privilege”, California Trusts and Estates Quarterly, Volume 23, Issue 4, 2017
  • 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

Classes/Seminars

  • Speaker, “What is a Meme?! – Ethics Rules and Social Media” The business of a Trust & Estates Practice, California Lawyers Association, Trusts & Estates Section, San Francisco, CA (6/29/2018)
  • Speaker and Panelist, “Federal Estate Tax Issues” Santa Cruz County Estate Planning Council, Santa Cruz, CA (5/16/18)
  • Speaker, “Post-Mortem Planning, Trust Administration, and Tax Hurdles” for Probate Boot Camp (NBI) San Jose, CA (5/10/18)
  • Speaker, “Ethics” for Probate Boot Camp (NBI) San Jose, CA (5/10/18)
  • Speaker and Panelist, “2017 Legislation Update”, California Lawyers Association, Trusts & Estates Section, Los Angeles, CA (4/18/2018)
  • Speaker, “Recent Developments”, California NAELA 2018 Summit, San Diego, CA (2/2/2018)
  • Speaker, “Recent Developments”, NAIFA, Mt. Diablo Chapter, Walnut Creek, CA (1/12/2018)
  • Speaker, “Ethics in Estate Planning”, Lawline, Webinar (1/11/2018)
  • Speaker, “Tax Deduction with Trusts” for Trusts: The Ultimate Guide, National Business Institute (NBI) Walnut Creek, CA (12/15/2017)
  • Speaker, “Special Needs Trusts” for Trusts: The Ultimate Guide, National Business Institute (NBI) Walnut Creek, CA (12/14/2017)
  • Speaker, “Fundamentals of Estate Planning”, Lawline, Webinar (12/12/2017)
  • Speaker and Panelist, “Federal Estate Tax Issues” Silicon Valley Chapter of California Society of CPAs, Santa Cruz, CA (11/8/2017)
  • Speaker “Business Interests in Estate Administration”, Estate Administration Boot Camp, National Business Institute (NBI), San Jose, CA (10/5/2017)
  • Speaker “Income Tax Returns” for Estate Administration Boot Camp, National Business Institute (NBI), San Jose, CA (10/4/2017)

Professional Associations and Memberships

  • Silicon Valley Bar Association, Education Committee Co-Chair, 2017 - Present
  • California Bar, Trust and Estates, Member, 2015 - Present

Languages

  • English (Primary)
  • Spanish