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Jennifer F. Scharre
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Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, wealth transfer planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.

Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre practice includes work with high net worth clients to address issues related to estate and gift tax, generation skipping transfer tax, income tax, and property tax to ensure transfers are made tax efficiently. 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 including preparation of trust accountings and estate tax returns.

Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Ms. Scharre earned her J.D. degree from Santa Clara University School of Law.

Jennifer not only gives back to the legal community through speaking and presentations for professional organizations but also participates in her local community by providing informative presentations regarding tax planning, estate planning, and charitable giving.

Mrs. Scharre is a Guest Lecturer at UCSC Extension and a Lecturer at Santa Clara School of Law. Mrs. Scharre has been consistently rated as a Super Lawyers as a Rising Star since 2019.

Areas of Practice

  • Estate Planning
  • Probate and Trust Administration
  • Conservatorships & Guardianships

Certified Legal Specialties

  • Estate Planning, Trust & Probate Law, California Board of Legal Specialization, 2021.

Bar Admissions

  • California

Education

  • Santa Clara University School of Law, Santa Clara, California
    • Juris Doctorate
    • 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
    • Honors: Dean's List
    • Major: Accounting

Honors and Awards

  • Super Lawyer Rising Star, 2019-2021
  • Top Women Faculty of 2019 by Lawline.com

View the profile for Jennifer F. Scharre on Super Lawyers

Published Works

  • Co-Author “Strategic Considerations Regarding Medical Record Privacy and the Deceased”, CEB, 2020
  • CEB, Estate Planning, Chapter 4, Update Co-Author, 2020
  • Co-Author "Both Attorney and Trustee: Doubling Down or a Bad Bet?", California Trusts and Estates Quarterly, Vol. 25, Issue 3, 2019
  • Co-Author, "2018 Legislation: From Transfer on Death Deeds to Decanting, What a Year, What a Year!", California Trusts and Estates Quarterly, Vol. 25, Issue 1, 2019
  • Co-Author, "The 'Empty Chair': How to Account for the Rights of Contingent Remainder Beneficiaries in the Event of Incapacity", California Trusts and Estate Quarterly, Vol. 24, Issue 4, 2018
  • 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, “Don’t Answer that! Spouses, Families, and Privilege”, California Trusts and Estates Quarterly, Volume 23, Issue 4, 2017

Classes/Seminars

  • Speaker, “Proposition 19: New Guidance and Great Rewrite", 2021 Tax & Estate Planning Forum, 10/28/2021
  • Speaker, “Recent Developments in Federal Estate and Gift Tax Law and California Trusts & Estates”, California Society of Tax Consultants, 9/29/2021
  • Panelist, “California Recent Developments: A Look Back at the Remote Times”, Santa Clara County Estate Planning Council, 5/25/2021
  • Speaker, “Intro to Trust Alphabet Soup”, Silicon Valley Bar Association, 6/9/2021
  • Speaker, “Proposition 19: What We Know SO Far A Chane In Property Tax, Inheritance, And Retirement!”, Santa Clara County Association of Realtors, 3/19/2021
  • Speaker, “California Recent Developments: A Break from Vaccines, Congressional Hearings, and New Hobbies”, California NAELA, 3/11/2021
  • Speaker, "Property Tax: Pitfalls, Proposition 19, and Proper Future Planning", Lawline. 1/14/21
  • Speaker, "A Look Back at 2020: The Good Times, California Case and Legislative Developments", Lawline, 1/12/21
  • Speaker, "Property Taxes: Pitfalls, Practical Solutions, and Advising Clients on Pros & Cons of Prop 19", Santa Clara County Estate Planning Council, 1/5/21
  • Panelist, "PROPOSITION 19: What Property Tax Laws it Changed, and What To Do Now", Marcum, LLP, 12/17/20
  • Speaker, "Property Taxes: Pitfalls, Practical Solutions, & Advising Clients on Pros & Cons of Proposition 19", California Lawyers Association, 12/16/20
  • Speaker, "Property Taxes: Practical Solutions, and Advising Clients on Pros & Cons of Prop 19", NAELA Southern California Chapter, 12/2/20
  • Speaker, "Property Taxes: Pitfalls, Practical Solutions, and (maybe) Passed Proposition 19", Silicon Valley Bar Association, 11/19/20
  • Speaker, "California Estate Planning Essentials", NBI, 11/16/20
  • Panelist, "A Review of Important Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel", Santa Cruz County Bar Association, 11/12/20
  • Speaker, "Property Tax: Common Misconceptions, Lurking Pitfalls, and Creative Solutions", Sacramento County Bar Association, 9/15/20
  • Speaker, "Property Tax: Common Misconceptions, Lurking Pitfalls, and Creative Solutions", San Mateo Bar Association, 8/20/20
  • Speaker, "Property Taxes: Tips and Tricks", Silicon Valley Bar Association, New Attorney Round Table, 7/9/20
  • Panelist, “New Trust and Estate Cases in Brave “Novel” World”, Santa Clara County Estate Planning Council, Santa Clara, CA, 5/18/2020
  • Speaker, “Hindsight is Always 2020: What Did We Learn in 2019”, NAELA, California NAELA Summit, San Diego, CA, 3/07/2020
  • Speaker, “Property Tax and Holding Title” CalCPA, Silicon Valley Chapter, Estate and Trust Committee, San Jose, CA, 2/20/2020
  • Panelist, “The Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel”, Santa Cruz County Estate Planning Council, Santa Cruz, CA, 2/11/2020
  • Panelist, “California Recent Developments: Trustees Behaving Badly, Second Chances, and Jumping the Gun”, Santa Clara County Estate Planning Council, Santa Clara, CA, 5/13/2019
  • Speaker, "Property Tax Tips and Tricks", New Attorney Round Table, Silicon Valley Bar Association, San Jose, CA, 04/10/2019
  • Speaker, "Busting the Bypass Trust: Endless Options?", Lawline, 04/04/2019
  • Speaker, "New Ethical Rules, New Tax Law, and New Cases, OH MY!", California NAELA 2018 Summit, San Francisco, CA, 03/02/2019
  • Speaker, "Trusts and Estates Legislative Updates", Lawline, 02/04/2019
  • Speaker, "Trusts, Tax Returns, and the TCJA: Not Just a Tongue Twister", CalCPA SVSJ Trusts and Estates Group, San Jose, CA, 01/17/2019
  • Speaker, "Charitable Trusts", Trusts A to Z (NBI), San Jose, CA, 12/12/2018
  • Speaker, "Other Trust Structures and Issues", Trusts A to Z (NBI), San Jose, CA, 12/12/2018
  • Speaker, "Income Tax Returns", Estate Administration (NBI), Santa Clara, CA, 11/29/2018
  • Speaker, "Business Interests in Estate Administration", Estate Administration (NBI), Santa Clara, CA, 11/29/2018
  • Speaker, "Legal Ethics in Estate Administration", Estate Administration (NBI), Santa Clara, CA, 11/29/2018
  • Panelist, "We're Model Citizens Now: A Primer on California's New Rules of Professional Conduct", Silicon Valley Bar Association, Santa Clara, CA, 11/05/2018
  • Speaker, "We're (Almost) Model Citizens Now", 42nd Annual Fall Program, California Lawyers Association, Trusts & Estates Section, San Francisco, CA, 10/26/2018
  • 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”, Probate Boot Camp (NBI), San Jose, CA, 5/10/18
  • 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, “Tax Deduction with Trusts” for Trusts: The Ultimate Guide, National Business Institute (NBI), Walnut Creek, CA, 12/15/2017
  • Speaker, “Special Needs Trusts”, 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”, Estate Administration Boot Camp, National Business Institute (NBI), San Jose, CA, 10/4/2017

Professional Associations and Memberships

  • Silicon Valley Bar Association (SVBA), Board of Trustees, 2020-2021
  • Silicon Valley Bar Association (SVBA), Executive Committee Chair, 2019
  • Silicon Valley Bar Association (SVBA) (Education Committee Co-Chair, 2017 and 2018)
  • State Bar of California, Estate Planning, Trust and Probate Section, 2015 – Present (Member)
  • Silicon Valley Bar Assocation (SVBA), 2015 – Present (Member)

Languages

  • English
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