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Section | Probate and Estate Planning

Probate & Estate Planning Section Meeting


Trustee Unchained: Decanting Has Come to California

Speaker
Patrick Kohlmann, Esq. | Managing Partner, Temmerman, Cilley & Kohlmann, LLP

This program will review California’s recently enacted version of the Uniform Trust Decanting Act. Effective January 1, 2019, California will permit “decanting”. Decanting refers to the power to modify an existing trust, either by changing the terms of that trust or by distributing property from that trust to a second trust. The speaker will discuss when and how to decant, the benefits of decanting, as well as the risks and pitfalls practitioners may experience when using decanting in their practice.


1.0 CLE | General


Brown Bag Lunch

Contact

Mee Mee Wong | Email
Kirsten Ross | Email


07/17/2019 11:30 PM 07/17/2019 1:30 PM America/Los_Angeles Probate & Estate Planning Section Meeting Trustee Unchained: Decanting Has Come to California San Rafael Town Center Conference Room, 1050 Court St., San Rafael, CA, 94901 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Jul 15, 2019


Early Bird Members: $10.00
Early Bird Non-Members: $25.00

Members: $10.00
Non-Members: $25.00

Free to MCBA Probate Estate Section Members

Date and Location

Wednesday | July 17, 2019
11:30-1:30P

San Rafael Town Center Conference Room
1050 Court St.
Cross Street is Fifth Ave (Leasing Office for San Rafael Town Center)
San Rafael, CA 94901

Speaker Information

Patrick Kohlmann, Esq.

Managing Partner, Temmerman, Cilley & Kohlmann, LLP

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, 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 Trusts and Estates Section Executive Committee (TEXCOM) for the State Bar of California from 2015-2016. He continues to serve on the Executive Committee for the California Lawyers Association, 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, and has consistently been named a Northern California “Super Lawyer.” Patrick is a CPA, having practiced public accounting before becoming an attorney. He is recognized by his peers as a Best Attorney in America (Best Lawyers®).