Patrick A. Kohlmann
Free Consultation
Top Rated Family Law Attorney with 23 years of experience
Estate Planning, Trusts, Business Law, Child Custody, Probate
2502 Stevens Creek Boulevard, San Jose, CA 95128
About Patrick A. Kohlmann
Practice Areas
- Estate Planning
- Trusts
- Business Law
- Child Custody
- Probate
Education
- Santa Clara University School of Law, Santa Clara, CaliforniaJuris Doctor
Languages
- English (Primary)
Classes and Seminars
- Speaker and Panelist, “Locking Down on Recent Developments,” California Lawyers Association (CLA), California (2/24/2022)
- Speaker and Panelist, “Recent Developments in Trust and Estate Law,” East Bay Trust and Estate Lawyers (EBTEL), California (2/9/2022)
- Speaker, “Recent Developments in Trusts and Estates Law,” Tri-Valley Estate Planning Council, Zoom, California (2/3/2022)
- Speaker, “Empty Chair,” Bar Association of San Francisco (BASF), California (2/1/2022)
- Speaker and Panelist, “Community Service Alert: Annual Updates Have Always Been Endemic!,” San Mateo County Bar Association (SMCBA), California (1/20/2022)
- Speaker and Panelist, “Key Developments in Estate Planning,” Continuing Education of the Bar (CEB) (1/11/2022)
- Speaker and Panelist, “2020-2021 Recent Developments,” East Bay Trust and Estate Lawyers (EBTEL), California (1/4/2022)
- Speaker and Panelist, “Community Service Alert: Annual Updates Have Always Been Endemic!,” Santa Cruz Estate Planning Council, California (12/8/2021)
- Speaker and Panelist, “Community Service Alert: Annual Updates Have Always Been Endemic!,” Silicon Valley Bar Association, California (12/2/2021)
- Speaker and Panelist, “Locking Down on Recent Developments,” American College of Trust and Estate Counsel (ACTEC), California (11/6/2021)
- Speaker, “California 2020-2021 Legislation/Developments in Estate Planning, Trusts, and Probate Law,” 41st Annual Tax & Estate Planning Forum, California (10/26/2021)
- Speaker and Panelist, “Locking Down on Recent Developments,” 2021 Jerry A. Kasner Symposium, California (10/8/2021)
- Speaker, “Primer on Prop 19,” Los Angeles Financial Planning Association (LA FPA), California (6/30/2021)
- Speaker and Panelist, “Standards for Ethical Behavior,” Silicon Valley Financial Planning Association (SV FPA), California (5/14/2021)
- Speaker and Panelist, “COVID, Remote Working, Zooming, Elections and Gridlock. The New Normal: 2020 Recent Developments and Post-Election Planning,” Monterey Trust Management, California (2/25/2021)
- Speaker and Panelist, “COVID, Remote Working, Zooming, Elections and Gridlock. The New Normal: 2020 Recent Developments and Post-Election Planning,” East Bay Trust and Estates Lawyers (EBTEL), California (2/17/2021)
- Speaker and Panelist, “COVID, Remote Working, Zooming, Elections and Gridlock. The New Normal: 2020 Recent Developments and Post-Election Planning,” San Mateo County Bar Association (SMCBA), California (1/21/2021)
- Speaker and Panelist, “COVID, Remote Working, Zooming, Elections and Gridlock. The New Normal: 2020 Recent Developments and Post-Election Planning,” Bar Association of San Francisco (BASF), California (1/6/2021)
- Speaker and Panelist, “COVID, Remote Working, Zooming, Elections and Gridlock. The New Normal: 2020 Recent Developments and Post-Election Planning,” Santa Cruz Estate Planning Council, California (12/16/2020)
- Speaker and Panelist, “COVID, Remote Working, Zooming, Elections and Gridlock. The New Normal: 2020 Recent Developments and Post-Election Planning,” Silicon Valley Bar Association, California (12/8/2020)
- Speaker and Panelist, “Key Developments in Estate Planning 2020,” CEB, California (12/8/2020)
- Speaker and Panelist, “2020 Recent Developments…Delivered Via Instacart,” American College of Trust and Estate Counsel (ACTEC), California (12/1/2020)
- Speaker and Panelist, “Ethical Issues for Trust & Estate Planning Attorneys,” Santa Cruz Estate Planning Forum, California (11/12/2020)
- Speaker and Panelist, “California 2019-2020 Developments Affecting Estate Planning, Trusts, Probate, Conservatorships, and Guardianships,” 40th Annual Tax & Estate Planning Forum, California (9/26/2020)
- Speaker and Panelist, “2020 Recent Developments…Delivered Via Instacart,” 2020 Jerry A. Kasner Symposium, California (9/25/2020)
- Speaker and Panelist, “Case Law and Other Changes in Trusts and Estates Practices,” 2020 Virtual Annual Meeting, California Lawyers Association, California (9/11/2020)
- Speaker, “Trustee Unchained: Decanting has Come to California,” Professional Fiduciary Association of California (6/24/2020)
- Speaker and Panelist, “Ethical Issues for Trust and Estate Planning Attorneys,” Santa Cruz Estate Planning Council, Santa Cruz, California (2/12/2020)
- Speaker and Panelist, “Only T&E Developments (…No Whistleblower or Impeachment Updates),” East Bay Trusts and Estates Lawyers (EBTEL), Oakland, California (2/11/2020)
- Speaker and Panelist, “Only T&E Developments (…No Whistleblower or Impeachment Updates),” Monterey Trust Management, Monterey, California (1/21/2020)
- Speaker and Panelist, “Only T&E Developments (…No Whistleblower or Impeachment Updates),” San Mateo Bar Association, San Mateo, California (1/16/2020)
- 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, “Legal Update in Probate and Mental Health,” California Probate and Mental Health Institute, Garden Grove, California (10/30/19)
- Speaker and Panelist, “Recent Developments in Trusts and Estates- Caveat: This Won’t Get You Into Stanford or USC”, State Bar of California, 43rd Annual Fall Road show, San Francisco, California (10/25/19)
- Speaker and Panelist, “Basis is (Almost) Everything,” 2019 Jerry A. Kasner Estate Planning Symposium, Santa Clara, California (10/17/19)
- Speaker and Panelist, “Caveat: This Won’t Get You Into An Elite University – Recent Developments That All T&E Lawyers Should Know About,” 2019 Jerry A. Kasner Estate Planning Symposium, Santa Clara, California (10/17/19)
- Speaker and Panelist, “Caveat: This Won’t Get You Into An Elite University – Recent Developments That All T&E Lawyers Should Know About,” California Lawyers Association, Monterey, California (10/12/19)
- Speaker, “California 2019 Developments Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships,” 39th Annual Tax & Estate Planning Forum, San Diego, California (10/11/19)
- 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)
- Speaker, “Trustee Unchained: Decanting Comes to California,” East Bay Trust and Estates Lawyers, Oakland, California (5/9/19)
- Speaker, “Trustee Unchained: Decanting Comes to California,” Bar Association of San Francisco, San Francisco, California (5/7/19)
- Speaker, “Trustee Unchained: Decanting Comes to California,” Silicon Valley Bar Association, Santa Clara, California (4/4/19)
- Speaker, “The New California Trust Decanting,” Santa Cruz Estate Planning Council, Santa Cruz, California (3/20/19)
- Speaker, “Trustee Unchained: Decanting Has Come to California,” National Academy of Elder Law Attorneys (NAELA), San Francisco, California (3/1/19)
- Speaker and Panelist, “2018 Year in Review Estate Planning and Administration Recent Developments,” EBTEL, Oakland, California (2/6/19)
- Speaker and Panelist, “Recent Developments in Estate Planning and Administration,” Bar Association of San Francisco, San Francisco, California (1/9/19)
- Speaker and Panelist, “Trump Updated it All – What Can We Say,” Bar Association of San Francisco, San Francisco, California (1/9/19)
- Speaker and Panelist, “Trump Updated it All – What Can We Say,” Santa Cruz Estate Planning Council, Santa Cruz, CA (12/9/18)
- Speaker and Panelist, “Highlights of 2018: The Winter Olympics, A Royal Wedding and Recent Developments in Trusts and Estates,” State Bar of California, 42nd Annual Fall Program, San Francisco, CA (10/26/18)
- Speaker and Panelist, “Highlights of 2018: The Winter Olympics, A Royal Wedding and Recent Developments in Trusts and Estates,” Santa Clara Law and Santa Clara University Office (10/4/18)
- Speaker and Panelist, “Highlights of 2018: The Winter Olympics, A Royal Wedding and Recent Developments in Trusts and Estates,” State Bar of California 90th Annual Meeting, San Diego, California (9/14/18)
- Speaker and Panelist, “Federal Estate Tax Issues,” Santa Cruz County Estate Planning Council, Santa Cruz, California (5/16/18)
- Speaker and Panelist, “Recent California Case Law Affecting Trusts, Estates, and Conservatorships,” Santa Clara County Estate Planning Council, Santa Clara, California (5/14/18)
- Speaker and Panelist, “The Buzzfeed on 2017 Chaptered Bills: Planning and Practice Tips for New Legislation,” State Bar of California, Los Angeles, California (4/18/18)
- Speaker and Panelist, “2017- Year In Review- Estate Planning and Administration Recent Developments,” East Bay Trust and Estates Lawyers, Oakland, California (2/7/18)
- Speaker and Panelist, “Estate Planning and Administration – 2017 Year in Review,” Continuing Education of the Bar (CEB), San Francisco, California (1/19/18)
- Speaker and Panelist, “Current Development Updates,” Santa Cruz Estate Planning Council, Santa Cruz, California (12/20/17)
- Speaker, “Recent Developments in Property Tax Issues and Business Entities,” San Mateo County Bar Association, San Mateo, California (11/16/17)
- Speaker and Panelist, “Trustee v. Remainder Beneficiaries, and the Struggle to Deal with an Aging Population,” Bar Association of San Francisco, San Francisco, California (11/7/17)
- Speaker, “CA 2017 Legislation Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships,” Tax & Estate Planning Forum, San Diego, California (10/27/17)
- Speaker and Panelist, “Hotter Than Amazon Prime: 2017 California Recent Developments,” State Bar of California 41st Annual Roadshow Meeting, San Francisco, California (9/27/17)
- Speaker, “Current California Developments in Estate Planning And Administration,” Santa Clara Law and Santa Clara University Office, Santa Clara, California (9/7/17)
- Speaker and Panelist, “Hotter Than Amazon Prime: 2017 California Recent Developments,” State Bar of California 89th Annual Meeting, San Diego, California (8/18/17)
- Speaker and Panelist, “The Exam and You – Estate Planning Through Administration and Litigation,” State Bar of California, Los Angeles, California (6/8/17)
- Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships,” Estate Planning Council, Santa Clara, California (5/15/17)
- Speaker, “Selected Recent Developments,” Silicon Valley Chapter of the Society of Financial Service Professionals, San Jose, California (4/20/17)
- Speaker and Panelist, “Trustees v. Remainder Beneficiaries, and the Struggle to Deal with an Aging Population,” East Bay Trust and Estates Lawyers, Oakland, California (4/19/17)
- Speaker and Panelist, “2704 & Other End-Of-Life Options,” East Bay Trust and Estates Lawyers, Oakland, California (2/15/17)
- Speaker and Panelist, “2704 & Other End-Of-Life Options,” East Bay Trust and Estates Lawyers, Oakland, California (2/8/17)
- Speaker and Panelist, “2704 & Other End-Of-Life Options,” Monterey Estate Planning Study Group, Monterey, California (2/7/17)
- Speaker and Panelist, “Is There a Silver Lining in Every Dark Cloud?,” Bar Association of San Francisco, San Francisco, California (2/1/17)
- Speaker and Panelist, “Estate Planning and Administration: 2016 Year in Review,” Continuing Education of the Bar (CEB), San Francisco, California (1/27/17)
- Speaker and Panelist, “2704 & Other End-Of-Life Options,” San Mateo County Bar Association, San Mateo, California (1/19/17)
- Speaker and Panelist, “Is There a Silver Lining in Every Dark Cloud?,” Santa Cruz County Estate Planning Council, Santa Cruz, California (12/14/16)
- Speaker and Panelist, “2704 & Other End-Of-Life Options,” Silicon Valley Bar Association, Santa Clara, California (12/8/16)
- Speaker, “Trustees v. Remainder Beneficiaries, and the Struggle to Deal with an Aging Population,” Santa Cruz County Bar Association, Santa Cruz, California (10/19/16)
- Speaker and Panelist, “Trustees v. Remainder Beneficiaries, and the Struggle to Deal with an Aging Population,” State Bar of California 89th Annual Meeting, San Diego, California (9/30/16)
- Speaker and Panelist, “The Only Constant is Change: Giraldin, Drake v. Pinkham and an Aging Population,” State Bar of California Webinar (5/11/16)
- Moderator and Speaker, “To Tweet or Not to Tweet ‘Ethics in Social Media’,” State Bar of California Trust & Estates Webinar (4/13/16)
- Speaker and Panelist, “The Only Constant is Change: Giraldin, Drake v. Pinkham and an Aging Population,” San Mateo, California (2/18/16)
- Speaker and Panelist, “Recent Developments,” East Bay Trusts and Estates Lawyers, Oakland, California (2/17/16)
- Speaker and Panelist, “Recent Developments,” East Bay Trusts and Estates Lawyers, Oakland, California (2/10/16)
- Speaker and Panelist, “Estate Planning Year in Review,” Continuing Education of the Bar (CEB), San Francisco, California (2/3/16)
- Speaker and Panelist, “Estate Planning Year in Review,” Continuing Education of the Bar (CEB), San Francisco, California (1/29/16)
- Moderator and Panelist, “Ethics in Social Media,” Bar Association of San Francisco (1/7/16)
- Speaker and Panelist, “The Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel,” State Bar of California 39th Annual Fall Program, San Francisco, California (11/20/15)
- Speaker and Panelist, “The Only Constant is Change: Giraldin, Drake v. Pinkham and an Aging Population,” Monterey Estate Planning Study Group, Monterey, California (10/20/15)
- Speaker and Panelist, “Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel,” State Bar of California 88th Annual Meeting, Anaheim, California (10/9/15)
- Panelist, “The Exam and You – Estate Planning Through Administration and Litigation,” State Bar of California, Millbrae, California (6/26/15)
- Lecturer, “What the Kwok! I Killed My Client’s Title Insurance,” State Bar of California Trust & Estates Law Section 2015 Spring Symposium, Costa Mesa, California (5/15/15)
- Lecturer, “Did You Know Revocable Trusts Are Post-Mortem Asset Protection Plans?,” PFAC 20th Annual Educational Conference, Burlingame, California (4/23/15)
- Lecturer, “What the Kwok! I Killed My Client’s Title Insurance,” San Mateo County Bar Association, San Mateo, California (4/16/15)
- Lecturer, “Selected Recent Developments Applicable to CPAs,” California Society of Certified Public Accounts (CalCPA), Trust and Estate Committee, Campbell, California (3/19/15)
- Lecturer, “Has Your Estate Plan Killed Your Client’s Title Insurance?,” Continuing Professional Education Forum of the Central Cost, Salinas, California (3/17/15)
- Speaker and Panelist, “Ethics: To Tweet or Not? Ethics in Social Media,” State Bar of California 23rd Annual Estate & Gift Tax Conference, San Francisco, California (2/27/15)
- Speaker and Panelist, “Recent Developments,” East Bay Trusts and Estates Lawyers, Oakland, California (2/18/15)
- Panelist, “Recent Developments,” East Bay Trusts and Estates Lawyers, Oakland, California (2/11/15)
- Speaker and Panelist, “Recent Developments in Estate Planning, Probate and Trust Law,” The Bar Association of San Francisco, San Francisco, California (2/4/15)
- Speaker and Panelist, “Estate Planning Year in Review,” Continuing Education of the Bar (CEB), San Francisco, California (1/23/15)
- Lecturer, “Has Your Estate Plan Killed Your Clients’ Title Insurance?,” Santa Cruz County Bar Association, Santa Cruz, California (1/21/15)
- Speaker and Panelist, “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 (1/21/15)
- Speaker and Panelist, “Ethical Issues in the Life Cycle of an Engagement,” The Bar Association of San Francisco (BASF), San Francisco, California (12/2/14)
- Speaker and Panelist, “Recent California Case Law and Legislative Developments,” American College of Trust and Estate Counsel (ACTEC), Pasadena, California (11/14/14)
- Lecturer, “Has Your Estate Plan Killed Your Client’s Title Insurance?,” Silicon Valley Bar Association, San Jose, California (7/16/14)
- Moderator and Panelist, “Fundamentals of Trusts and Estates Practice I: Wills,” State Bar of California (7/15/14)
- Lecturer, “Who Wants Title Insurance Anyway?,” East Bay Trusts and Estates Lawyers 5th Annual Spring Symposium, Oakland, California (6/3/14)
- Lecturer, “Fiduciary Records – Liability and Breach of Fiduciary Duty,” PFAC 19th Annual Educational Conference, San Diego, California (4/24/14)
- Speaker and Panelist, “Recent Developments,” East Bay Trusts and Estates Lawyers, Oakland, California (2/19/14)
- Speaker and Panelist, “Recent Developments,” East Bay Trusts and Estates Lawyers, Oakland, California (2/12/14)
- Speaker and Panelist, “Estate Planning and Administration: Year in Review,” Continuing Education of the Bar (CEB), San Francisco, California (1/24/14)
- Lecturer, “Did You Know Revocable Trusts are Post-Mortem Asset Protection Plans?,” State Bar of California 37th Annual Fall Program, Marina del Rey, California (11/15/13)
- Speaker and Panelist, “American Taxpayer Relief Act: Estate Planning Under the New Law,” State Bar of California 86th Annual Meeting, San Jose, California (10/11/13)
- Lecturer, “Did You Know Revocable Trusts are Post-Mortem Asset Protection Plans?,” State Bar of California 86th Annual Meeting, San Jose, California (10/10/13)
- Speaker and Panelist, “Estate Planning Under the New Law,” California Society of Certified Public Accounts (CalCPA), Taxation & Estates and Trusts Committee, San Jose, California (8/1/13)
- Speaker and Panelist, “Legal Specialist Exam: Estate Planning, Trust and Probate Law,” State Bar of California, San Francisco, California (6/14/13)
- Moderator and Panelist, “Resolving Problems in Probate and How to Avoid Them in the First Place,” Continuing Education of the Bar of California (CEB), San Francisco, California (4/26/13)
- Lecturer, “Trust Me and My Records,” The Professional Fiduciary Association of California (PFAC) 18th Annual Education Conference, Monterey, California (4/25/13)
- Speaker and Panelist, “Creditor’s Claims,” Silicon Valley Bar Association, Santa Clara, California (2/20/13)
- Lecturer, “The Income Taxation of Trusts & Estates,” California Society of Certified Public Accounts (CalCPA), Trust & Estate Committee Meeting, Palo Alto, California (11/8/12)
- Speaker and Panelist, “One Small Click; One Giant Ethical Violation,” 2012 Annual Meeting of the California Tax Bar & California Tax Policy Conference, San Diego, California (11/2/12)
- Lecturer, “$5,120,000 Lifetime Gift Tax Exemption – Too Good To Last!,” Diablo Valley Estate Planning Counsel, Lafayette, California (10/17/12)
- Lecturer, “Trust Me and My Records,” State Bar of California 85th Annual Meeting, Monterey, California (10/12/12)
- Lecturer, “Trust Me and My Records,” The Professional Fiduciary Association of California (PFAC) Northern California Region Education Day, San Francisco, California (9/6/12)
- Lecturer, “Trust Me and My Records,” Monterey Estate Planning Study Group, Monterey, California (8/16/12)
- Lecturer, “Property Tax Planning for Business Entities,” San Mateo County Bar Association, San Mateo, California (7/19/12)
- Speaker and Panelist, “$5,120,000 Lifetime Gift Tax Exemption – Too Good To Last!,” California Society of Certified Public Accounts (CalCPA), Peninsula & San Jose Chapters’ 11th Annual Estate Planning Symposium, San Jose, California (7/11/12)
- Lecturer, “Trust Me and My Records,” Mechanics Bank Annual Symposium, Contra Costa County Bar Association, Walnut Creek California (4/26/12)
- Lecturer, “Trust Me and My Records,” Santa Cruz County Bar Association, Santa Cruz, California (3/21/12)
- Moderator and Panelist, “Andersen v. Hunt, The 2011 ase of the Year,” State Bar of California (2/22/12)
- Moderator and Panelist, “Practical Problems in Trust Administration,” Continuing Education of the Bar of California (CEB), Santa Clara and San Francisco, California (1/20/12 and 1/27/12)
- Speaker and Panelist, “The Issues with ‘I Love You’ Trusts, and Other Community/Separate Property Problems Confronting Married Couples,” State Bar of California 35th Annual Fall Program, San Francisco, California (11/18/11)
- Speaker and Panelist, “The Issues with ‘I Love You’ Trusts, and Other Community/Separate Property Problems Confronting Married Couples,” State Bar of California 84th Annual Meeting, Long Beach, California (9/17/11)
- Speaker and Panelist, “The 2010 Tax Act: An Estate Planning and Administrative Update,” State Bar of California 84th Annual Meeting, Long Beach, California (9/16/11)
- Speaker and Panelist, “Planning for and Dealing with a Client’s Incapacity & Elder Law Remedies for Financial Abuse,” Continuing Education of the Bar of California (CEB), San Francisco, California (7/22/11)
- Lecturer, “Trust Me and My Records,” California Society of Certified Public Accountants (CalCPA) 2011 Annual Estate and Trust Conference, Burbank and San Francisco, California (6/16/11 and 6/17/11)
- Lecturer, “Update on New Estate Laws,” California Society of Certified Public Accountants (CalCPA), San Jose, California (5/19/11)
- Lecturer, “Limiting Fiduciary Risk in Administering 2010 Estates,” The Professional Fiduciary Association of California, 16th Annual Educational Conference, Monterey, California (5/6/11)
- Lecturer, “Understanding and Limiting Fiduciary Risk Administering 2010 Estates and New Laws for 2011,” The Professional Fiduciary Association of California, Santa Clara County Chapter, Campbell, California (2/25/11)
- Moderator and Panelist, “Practical Problems in Probate,” Continuing Education of the Bar of California (CEB), Santa Clara and San Francisco, California (1/21/11 and 1/28/11)
- Lecturer, “Modified Carryover Basis Rules for the Estates of 2010 Decedents,” California Society of Certified Public Accountants (CalCPA), San Jose, California (11/18/10)
- Speaker and Panelist, “Death, Debts, and Taxes: Creditors’ Claims,” Silicon Valley Bar Association, Santa Clara, California (10/28/10)
- Moderator and Panelist, “Hot Topics in Conservatorships: Three Years Post-Reform,” State Bar of California 83rd Annual Meeting, Monterey, California (9/25/10)
- Moderator and Panelist, “Practical Estate Asset Management in Today’s Economy,” Continuing Education of the Bar of California (CEB), San Francisco, California (6/4/10)
- Moderator and Panelist, “Practical Problems in Trust Administration,” Continuing Education of the Bar of California (CEB), Santa Clara and San Francisco, California (1/22/10 and 1/29/10)
- Lecturer, “Property Tax Planning for Business Entities,” San Mateo County Bar Association, Estate Planning Section, San Mateo, California (11/20/09)
- Speaker and Panelist, “Death, Debts, and Taxes: Creditors’ Claims Against a Decedent,” Continuing Education of the Bar of California (CEB), Santa Clara, California (7/31/09 and 8/7/09)
- Speaker and Panelist, “Fundamentals of Probate and Other Nontrust Administration,” Continuing Education of the Bar of California (CEB), San Francisco, California (5/29/09 and 5/30/09)
- Lecturer, “Key Language in Trusts to Protect Trustees – 4 Key Things Fiduciaries Should Look For,” The Professional Fiduciary Association of California, Santa Clara County Chapter, Campbell, California (5/22/09)
- Speaker and Panelist, “Practical Problems in Probate,” Continuing Education of the Bar of California (CEB), Santa Clara, California (1/10/09)
- Lecturer, “Tax & Legal Issues Update,” The Santa Clara County Estate Planning Council, Santa Clara, California (5/19/08)
- Lecturer, “Petitioning for Instructions – When and Why,” Professional Fiduciary Association of California, Annual Conference, Burlingame, California (5/10/08)
- Lecturer, “Changing Our Plans in 2007: New Laws, New Interpretations, and How to Handle the Transition,” Estate Planning Council of Southern Alameda County, Fremont, California (1/11/07)
- Lecturer, “2006 Tax Update for Trusts, Estates, & Fiduciaries, and a Review of SB 754, Ch. 100 – the Unitrust Conversion,” Professional Fiduciary Association of California, Silicon Valley Chapter, Campbell, California (1/27/06)
- Lecturer, “‘The Revised Circular 230′ and ‘California Property Tax Assessment’, Reassessment, and Valuation Reduction’,” Paralegal Association of Santa Clara County, Annual Educational Seminar, San Jose, California (10/15/05)
- Lecturer, “The Uniform Prudent Investor Act & the Uniform Principal and Income Act,” The Professional Fiduciary Association of California Annual Conference, Millbrae, California (5/3/05)
- Speaker and Panelist, “The Continuing Search for WMDs (Ways to Manage Death, Disability and Dissolution),” the Monterey Estate Planning Study Group, Monterey, California (2/17/05)
- Lecturer, “Professional Fiduciary Management for Trustees,” California State University, Fullerton, Extended Education, San Francisco and Oakland, California (6/26/04 and 10/9/04)
- Lecturer, “Fundamentals of Estate Planning,” Sterling Madison Education Services, San Jose, California (6/5/03)
- Lecturer, “Dynasty Trusts: Demystifying Multi-Generational Estate Planning,” California Society of Certified Public Accountants, Personal Financial Planning Committee, San Jose, California (3/5/03)
- Speaker, “Estate Planning for Seniors – What Every Agent Should Know,” Senior Real Estate Specialists Continuing Education, California Real Estate Board, San Mateo, California (2002)
Qualifications
Bar Admissions
- U.S. Court of Appeals 9th Circuit, 2001
- California, 2000
Other Affiliations
- American College of Trust and Estate Counsel (ACTEC), 2011 - Present (Fellow)
- California Lawyers Association, Executive Committee, Trust and Estates Section, 2008 - 2019 (Member)
- California Lawyers Association, Estate Planning, Trust and Probate Section, 2000 - Present (Member)
- Member, Silicon Valley Bar Association, 2000 - Present
- Member, California Society of CPAs
- 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, 2015 - 2016 (Chair)
Articles
Published Works
- Author, “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, “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, “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, “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, “‘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, "Both Attorney and Trustee: Doubling Down or a Bad Bet?", published in the California Trusts and Estates Quarterly, Vol. 25, Issue 3, 2019
Office Info
Other Colleagues
- Associate Attorney
Nearby Lawyers
- Estate Planning
- Trusts
- Business Law
- Child Custody
- 1.6 miles away
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- 1 mile away
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