Jennifer F. Scharre

Jennifer F. Scharre is a Partner 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. Mrs. Scharre earned her J.D. degree from Santa Clara University School of Law. Mrs. Scharre is a Certified Specialist in the area of Estate Planning, Trust & Probate Law by the California Board of Legal Specialization.

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 Guest Lecturer at UCSC Extension and 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 Rising Star from 2019 through 2022.

Admissions
• Estate Planning, Trust & Probate Law, California Board of Legal Specialization, 2021
• California, 2015

Professional Organizations/Memberships:
• Treasurer (2022-Present), Silicon Valley Bar Association (SVBA)
• Trustee, Board of Trustees (2020-Present), Silicon Valley Bar Association (SVBA)
• Executive Committee Chair (2019), Silicon Valley Bar Association (SVBA)
• Education Co-Chair (2017, 2018), Silicon Valley Bar Association (SVBA)
• Member, State Bar of California, Estate Planning, Trust and Probate Section, 2015 to Present
• Member, Silicon Valley Bar Association (SVBA), 2015 to Present

Honors and Awards
• Super Lawyer Rising Star, 2019 - 2022
• Top Women Faculty of 2019 by Lawline.com

Publications
• CEB, Estate Planning, Chapter 4, Update Co-Author, 2021
• 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, Volume 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, Volume 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 Estates Quarterly, Volume 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

Recent Lectures:
• Speaker, "California Property Tax Update Now that Prop 19 is Here to Stay" 2021 Tax & Estate Planning Forum, (10/26/22)
• Speaker, "Irrevocable Trust Alphabet Soup", 2021 Tax & Estate Planning Forum, (10/26/22)
• Panelist, "The Nuts and Bolts of Conservatorship Law", CLA, (10/19/22)
• Speaker, "Irrevocable Trust Alphabet Soup", CEB, (9/12/22)
• Speaker, "So, You Finally Bought into Crypto, Now What?", Far West Roundup, (8/12/22)
• Speaker, "Current Developments in Federal Estate and Gift Tax and California Trusts and Estates", California Society of Tax Consultants Annual Conference, (6/13/22)
• Panelist, "Recent Developments", Santa Clara County Estate Planning Council, (5/24/22)
• Speaker, "Property Tax and Further Planning: Proposition 19 and its Impact", CEB, (5/17/22)
• Speaker, "What to Do with All Those Schedules: Form 706 & 709", Silicon Valley Bar Association, (5/12/22)
• Panelist, "Valuation of Fractional Interests", Norcal Appraisal Institute Spring Conference, (3/3/22)
• Speaker, "Intro to Trust Alphabet Soup", Santa Cruz Estate Planning Council, (11/10/21)
• 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)
• Speaker, "Intro to Trust Alphabet Soup", Silicon Valley Bar Association (6/9/2021)
• Speaker, "Proposition 19: What We Know So Far a Change 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 Annual Update (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 Tax/Gift Tax Return" Silicon Valley Bar Association, San Jose, CA (11/19/2020)
• Speaker, "California Estate Planning Essentials", NBI, San Jose, CA (11/16/2020
• 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 (11/12/2020)
• Speaker, "Property Tax: Common Misconceptions, Lurking Pitfalls, and Creative Solutions" Sacramento County Bar Association, San Jose, CA (9/15/2020)
• Speaker, "Property Tax: Common Misconceptions, Lurking Pitfalls, and Creative Solutions" San Mateo County Bar Association, San Jose, CA (8/20/2020)
• Speaker, "Property Tax Tips and Tricks" New Attorney Round Table, Silicon Valley Bar Association, San Jose, CA (7/9/2020)
• 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 (5/13/2019)
• Speaker, "Property Tax Tips and Tricks" New Attorney Round Table, Silicon Valley Bar Association, San Jose, CA (4/10/2019)
• Speaker, "Busing the Bypass Trust: Endless Options?" Lawline (4/4/2019)
• Speaker, "New Ethical Rules, New Tax Law, and New Cases, OH MY!" California NAELA 2018 Summit, San Francisco, CA (3/2/2019)
• Speaker, "Trusts and Estates Legislative Updates" Lawline (2/4/2019)
• Speaker, "Trusts, Tax Returns, and the TCJA: Not Just a Tongue Twister" CalCPA SVSJ Trusts and Estates Group San Jose, CA (1/17/2019)
• 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, "Legal Ethics in Estate Administration" 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, "Income Tax Returns" 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 (11/5/2018)
• 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" 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 (2/2/18)
• Speaker, "2017 The Year of the Meme - And Some Other Fun Developments", NAIFA (1/12/2018)
• Speaker, "Ethics in Estate Planning", Lawline (1/11/2018)
• Speaker, "Special Needs Trusts and Tax Deduction with Trusts" for Trusts: The Ultimate Guide, National Business Institute (NBI) (12/14-15/2017)
• Speaker, "Fundamentals of Estate Planning", Lawline (12/12/2017)
• Panelist, "Federal Estate Tax Issues" Silicon Valley Chapter of California Society of CPAs (11/8/2017)
• Speaker "Income Tax Returns and Business Interests in Estate Administration" for Estate Administration Boot Camp, National Business Institute (NBI), San Jose, CA (10/4-5/2017)