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Jennifer F. Scharre
profile
  • Senior Associate Attorney

Location:

San Jose, CA

Phone:

Fax:

408-998-9700

Email:

Jennifer F. Scharre is a Senior Associate with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate 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'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 estate planning, charitable giving, and special needs issues.

Mrs. Scharre is a Lecturer at Santa Clara School of Law. Most recently, she taught Wills & Trusts during the Spring 2019 and Summer 2019 terms. Mrs. Scharre is rated by Super Lawyers as a 2019 Rising Star.

Areas of Practice

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

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

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
  • 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

Classes/Seminars

  • Speaker, "Property Tax Tips and Tricks" New Attorney Round Table, Silicon Valley Bar Association, San Jose, CA, 04/10/2019 to 04/10/2019
  • Speaker, "Busing the Bypass Trust: Endless Options?", Lawline, 04/04/2019 to 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 to 03/02/2019
  • Speaker, "Trusts, Tax Returns, and the TCJA: Not Just a Tongue Twister", CalCPA SVSJ Trusts and Estates Group San Jose, CA, 01/17/2019 to 01/17/2019
  • Speaker, "Trusts and Estates Legislative Updates", Lawline, 02/04/2019 to 02/04/2019
  • Speaker, "Other Trust Structures and Issues", Trusts A to Z (NBI) San Jose, CA, 12/12/2018 to 12/12/2018
  • Speaker, “Recent Developments”, NAIFA, Mt. Diablo Chapter, Walnut Creek, CA (1/12/2018)
  • Speaker, "Charitable Trusts", Trusts A to Z (NBI) San Jose, CA, 12/12/2018 to 12/12/2018
  • Speaker, "Other Trust Structures and Issues", Trusts A to Z (NBI) San Jose, CA, 12/12/2018
  • Speaker, "Charitable Trusts", Trust A to Z (NBI) San Jose, CA, 12/12/2018
  • Speaker, "Income Tax Returns" Estate Administration (NBI) Santa Clara, CA, 11/29/2018 to 11/29/2018
  • Speaker, "Business Interests in Estate Administration" Estate Administration (NBI) Santa Clara, CA, 11/29/2018 to 11/29/2018
  • Speaker, "Legal Ethics in Estate Administration" Estate Administration (NBI) Santa Clara, CA, 11/29/2018 to 11/29/2018
  • Speaker, "Business Interest 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
  • Speaker, "Income Tax Returns", Estate Administration (NBI) Santa Clara, CA, 11/29/2018
  • Speaker, "We're (Almost) Model Citizens Now", 42nd Annual Fall Program, Lawyers Association, Trust & Estates Section, San Francisco, CA, 10/26/2018
  • 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 to 11/05/2018
  • 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, “Ethics in Estate Planning”, Lawline, Webinar (1/11/2018)
  • Speaker, "We're (Almost) Model Citizens Now" 42nd Annual Fall Program, California Lawyers Association, Trusts & Estates Section, San Francisco, CA , 10/26/2018 to 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” 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, “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 “Income Tax Returns” for Estate Administration Boot Camp, National Business Institute (NBI), San Jose, CA (10/4/2017)
  • Speaker “Business Interests in Estate Administration”, Estate Administration Boot Camp, National Business Institute (NBI), San Jose, CA (10/5/2017)
  • Speaker and Panelist, “Federal Estate Tax Issues” Silicon Valley Chapter of California Society of CPAs, Santa Cruz, CA (11/8/2017)

Professional Associations and Memberships

  • Silicon Valley Bar Association (SVBA), Executive Committee Chair, 2019
  • Silicon Valley Bar Association (SVBA), Education Co-Chair, 2017 to 2018
  • State Bar of California, Estate Planning, Trust and Probate Section, Member
  • Silicon Valley Bar Assocation (SVBA), Member

Languages

  • English