Upcoming Events

Patrick A. Kohlmann will speak at the Kasner Estate Planning Symposium on October 4, 2018 at 9 am.

Robert Temmerman will present “Recent Estate Planning Developments and Legislature” at the 38th Annual Estate Planning and Tax Forum On October 17.

Previous Events

Patrick A. Kohlmann presented “Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships” for Santa Clara Estate Planning Council on May 14, 2018 in Santa Clara, CA.

Patrick A. Kohlmann presented “Recent Developments” for Santa Cruz Estate Planning Council on May 16, 2018 in Santa Cruz, CA.

Patrick A. Kohlmann and Jennifer F. Scharre presented “BuzzFeed on 2018: Chaptered Bills: Planning and Practice Tips for New Legislation” at the Los Angeles State Bar Offices on April 18, 2018.

Patrick A. Kohlmann presented “Estate Planning Updates You Need to Know About” for CalCPA Estate and Trust Committee on January 18, 2018 in San Jose, CA.

Patrick A. Kohlmann presented “Trusts & Estates Developments” for CEB on January 19, 2018. Patrick A. Kohlmann will present “Recent Developments” for EBTEL on February 7, 2018.

Robert E. Temmerman, Jr. presented “The Year in Review” for SVBA on December 14, 2017 in Santa Clara, CA.

Jennifer F. Scharre presented “Trusts: The Ultimate Guide” for NBI  on December 14 and 15, 2017 in Walnut Creek, CA.

Patrick A. Kohlmann presented “Current Development Updates” for Santa Cruz Estate Planning Council on December 20, 2017 in Santa Cruz, CA.

Patrick A. Kohlmann presented “Recent Developments,” for Santa Clara County Estate Planning Council on May 15, 2017.

Patrick A. Kohlmann presented “The Exam and You – Estate Planning Through Administration and Litigation” for the State Bar of California in San Francisco on June 8, 2017.

Patrick A. Kohlmann presented “Estate Planning Strategies,” for Ameriprise in Saratoga on July 20, 2017.

Patrick A. Kohlmann presented “Hotter than Amazon Prime: 2017 California Recent Developments” for the State Bar of California in San Diego on August 18, 2017.

Patrick A. Kohlmann and Robert E. Temmerman co-presented “Recent Developments” for the Jerry Kasner Symposium in Santa Clara on September 9, 2017.

Patrick A. Kohlmann presented “the Year in Review” on January 27, 2017 for CEB. For more information visit ceb.com

Patrick A. Kohlmann presented “2704 and Other End-of-Life Options the Year in Review” on February 7, 2017 for the Estate Planning Study Group, the CPE Forum & Monterey County Bar Association – Trust & Estates. For more information visit montereytrust.com

Patrick A. Kohlmann presented “2704 and Other End-of-Life Options the Year in Review” on January 19, 2017 for San Mateo County Bar Association. For more information visit smcba.org.

Patrick A. Kohlmann presented “2704 and Other End-of-Life Options the Year in Review” on December 14, 2016 for Santa Cruz County Estate Planning Council. For more information visit montereytrust.com

Patrick A. Kohlmann presented “2704 and Other End-of-Life Options the Year in Review” on December 8, 2016 for Silicon Valley Bar Association. For more information visit svba.org

Robert E. Temmerman, Jr. presented Current Developments on September 29, 2016 and co-presented Expert Witnesses: Opinion from Either Side of the Aisle on September 30, 2016

Patrick A. Kohlmann spoke on “Estate Planning and Administration through Litigation,” The State Bar of California Trust and Estates Law Section Legal Specialization Exam, Millbrae, CA (06/26/15). For more information visit calbar.org

Cathy E. Nelson spoke on “Probate Proceedings” and “Litigation.”  Monterey, CA (9/3/15 and 9/4/15). For more information visit ceb.com

Robert E. Temmerman, Jr. spoke on “Recent Developments,” Santa Clara County Estate Planning Council, San Jose, CA (05/18/15). For more information visit scc-epc.org

Patrick A. Kohlmann spoke on “What the Kwok! I Killed My Client’s Title Insurance,” The State Bar of California Trust & Estates Law Section 2015 Spring Symposium, Costa Mesa, CA (05/15/15). For more information visit calbar.org

Robert E. Temmerman, Jr. spoke on “Recent Developments,” Tri-Valley Estate Planning Council, Pleasanton, CA (05/07/15). For more information visit tvepc.org

Patrick A. Kohlmann was a Moderator and Panelist for, “Ethical Issues for Trust and Estate Attorneys: Liability to Non-Clients, to Successor Fiduciaries Occupying the Office of the ‘Client,’ to Incapacitated Clients, and to Family Members,” State Bar of California, Trusts and Estates Section Webinar (1/21/15)

Patrick A. Kohlmann held a Lecturer on, “Has Your Estate Plan Killed Your Clients’ Title Insurance?,” Santa Cruz County Bar Association (Estate Planning Council), Santa Cruz, CA (1/21/15)

Robert E. Temmerman, Jr. was a moderator on Recent Estate Planning and Trust Administration Development on behalf of CEB. The title of his speech was “Estate Planning and Administration: Year in Review” on Friday, January 30, 2015 at Hyatt Regency Santa Clara. For more information visit www.ceb.com.

Patrick A. Kohlmann was a panelist on Recent Estate Planning and Trust Administration Development on behalf of CEB. The title of his speech was “Estate Planning and Administration: Year in Review” on Friday, January 23, 2015 at Parc 55 Wyndham San Francisco, Union Square. For more information visit www.ceb.com.

Robert E. Temmerman, Jr. was a panelist on Recent Estate Planning and Trust Administration Development on behalf of the San Mateo County Bar Association.  The title of his speech was “The Giants Win Again and other Excitement in the T&E World – Annual Estate Planning Update” on Thursday, January 15, 2015 at San Mateo Elks Lodge. For more information visit www.smcba.org.

Robert E. Temmerman, Jr. was a panelist on Recent Estate Planning and Trust Administration Development on behalf of the Santa Cruz County Estate Planning Council. The title of his speech was “The Giants Win Again and other Excitement in the T&E World – Annual Estate Planning Update” onWednesday, December 17, 2014 at DeLaveaga Golf & Lodge, Santa Cruz.

Robert E. Temmerman, Jr. was a panelist on Recent Estate Planning and Trust Administration Development on behalf of the Silicon Valley Bar Association.  The title of his speech was “The Giants Win Again and other Excitement in the T&E World – Annual Estate Planning Update” on Wednesday, December 3, 2014 at Marriott Santa Clara Hotel.  For more information visit www.svba.org