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Patrick A. Kohlmann
profile
  • Managing Partner

Location:

San Jose, CA

Phone:

Fax:

(408) 998-9700

Email:

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley, & Kohlmann. He specializes in the areas of estate and business planning, trust and decedent's estate administration, property tax planning, probate, conservatorships, and related trust and estate litigation.

Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling.

Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California (now known as the California Lawyers Association) from 2015-2016, and continues to serve on the Executive Committee, which allows him to be actively involved in monitoring, drafting, and critiquing legislation that affects trusts and estates practitioners, clients, and the general public. He is also a member of the Judicial Council's Probate and Mental Health Advisory Committee, a Fellow of the American College of Trust and Estates Counsel (ACTEC), and has consistently been named a Northern California "Super Lawyer." Patrick is a CPA, and practiced public accounting before becoming an attorney. He is recognized by his peers as a Best Attorney in America (Best Lawyers®).

Patrick is a frequent lecturer for many professional education programs such as the California Lawyers Association, the Continuing Education of the Bar, and others. He has published a variety of articles on estate planning, probate, and trust law.

Patrick is an avid marathoner, having run Boston, New York, Chicago, Big Sur, and many others.

Areas of Practice

  • Estate Planning
  • Trust and Estate Administration
  • Property Tax Planning
  • Business Planning
  • Conservatorship
  • Trust and Estate Litigation
  • Expert Witness
  • Probate
  • Tax Planning (estate, gift, and income taxes)

Certified Legal Specialties

  • Estate Planning, Trust & Probate Law, California Board of Legal Specialization, 2006

Bar Admissions

  • U.S. Court of Appeals 9th Circuit, 2001
  • California, 2000

Education

  • Santa Clara University School of Law, Santa Clara, California
    • Juris Doctor

Published Works

  • Author of “Fractional Interest Transfers of Life Insurance Policies by Medi-Cal Applicants” published in the Legal Network News, CANHR, Vol. 16, No. 1 (Spring 2005)
  • Author of “Carrying on in 2010: The Modified Carryover Basis Regime and Complying With Reporting Requirements” published in the California Trusts and Estates Quarterly, Vol. 16, Issue 1, Spring 2010
  • Author of “The Trust Creditors Claims Procedure: To Do or Not To Do, That Is The Question” published in the California Trusts and Estates Quarterly, Vol. 17, Issue 1, Spring 2011
  • Author of “Kwok v. Transnation Title Insurance Company: Another Thing for Estate Planners to Worry About” published in the California Trusts and Estates Quarterly, Vol. 18, Issue 2, Spring 2012
  • Author of “‘Friending,’ ‘Tweeting,’ and ‘Connecting:’ Ethical Issues Arising from Social Media” published in the California Trusts and Estates Quarterly, Vol. 18, Issue 3, Spring 2012
  • Author, The State of Title Insurance Five Years After Kwok, California Trusts and Estates Quarterly, Vol. 20, Issue 4, 2014
  • Co-Author, “Don’t Answer that! Spouses, Families, and Privilege”, California Trusts and Estates Quarterly, Volume 23, Issue 4, 2017
  • 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, 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
  • Editor of the Third Edition of the “Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel,” published by the State Bar of California Trust and Estates Section
  • Co-Author of "Both Attorney and Trustee: Doubling Down or a Bed Bet?", published in the California Trusts and Estates Quarterly, Vol. 25, Issue 3, 2019

Classes/Seminars

  • Speaker and Panelist, "Recent Developments (2019)," Continuing Education of the Bar (CEB), San Jose, California (1/14/2020)
  • Speaker and Panelist, "Only T&E Developments (...No Whistleblower or Impeachment Updates)," Bar Association of San Francisco, San Francisco, California (1/8/2020)
  • Speaker and Panelist, "Only T&E Developments (...No Whistleblower or Impeachment Updates)," Santa Cruz Estate Planning Council, Santa Cruz, California (12/18/19)
  • Speaker and Panelist, "Only T&E Developments (...No Whistleblower or Impeachment Updates)," Silicon Valley Bar Association, San Jose, California (12/5/19)
  • Speaker and Panelist, “The Exam and You - Estate Planning through Administration and Litigation,” State Bar of California, San Diego, California (8/23/19)
  • Speaker, “Trustee Unchained: Decanting Comes to California,” Marin County Bar Association, Corte Madera, California (7/17/19)

Honors and Awards

  • Fellow, American College of Trust and Estates Counsel
  • Northern California “Super Lawyer”
  • Best Attorney in America (Best Lawyers®)
  • Peer Review Rated AV® Preeminent™ by Martindale Hubbell
  • Judge Pro Tempore, Santa Clara County Superior Court, 2005
  • Presidential Honors Society

Professional Associations and Memberships

  • American College of Trust and Estate Counsel (ACTEC), Fellow, 2011 to Present
  • California Lawyers Association, Executive Committee, Trust and Estates Section, Member, 2008 to Present
  • California Lawyers Association, Estate Planning, Trust and Probate Section, Member, 2000 to Present
  • Member, Silicon Valley Bar Association, 2000 to Present
  • Member, California Society of CPA’s
  • Former Co-Chair, Young Tax Lawyers, State Bar of California, San Jose Chapter
  • The State Bar of California’s Executive Committee, Trusts and Estates Section, Chair, 2015 to 2016

Pro Bono Activities

  • Member, Judicial Council’s Probate and Mental Health Advisory Committee

Languages

  • English
State Bar Of California | California board of legal specialization
AV Peer Review Rated
Super Lawyers
Super Lawyers