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Section | Estate Planning, Trust and Probate

Probate & Estate Planning and Probate Litigation Sections Meeting (virtual)


2022 Year In Review – A Trivalent Dose for the Tridemic

Speaker
Patrick A. Kohlmann | Temmerman, Cilley, & Kohlmann
John W. Prokey | Ramsbacher Prokey Leonard LLP
Steven P. Braccini | Sheppard Mullin

Join the MCBA Probate and Estate Planning and Probate Litigation Sections for a virtual Year in Review of Recent Probate Case Law. As this will be a Zoom Meeting, your video/picture will appear in a small box on screen

Steven Braccini, Patrick Kohlmann, and John Prokey will present the most important (from their perspective) 2022 developments in California estate planning, probate, elder and trust law, and Federal and California tax developments affecting estate planners.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is not watchable, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

1.5 CLE General/Estate Trust Probate Legal Specialization Credit will be provided for this discussion.

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.5 HOUR. ELIGIBLE TOWARDS General/Estate Trust Probate Legal Specialization Credit.

To receive MCLE credit, you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411.

People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.


1.5 CLE | General


Contact

Denise Belli | Email
Mee Mee Wong | Email


03/15/2023 12:00 PM 03/15/2023 1:30 PM America/Los_Angeles Probate & Estate Planning and Probate Litigation Sections Meeting (virtual) 2022 Year In Review – A Trivalent Dose for the Tridemic Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Mar 15, 2023


Members: $40
Non-Members: $60

$30 for MCBA Probate & Estate Planning or Probate Litigation Section Members.

Date and Location

Wednesday | March 15, 2023
12:00-1:30P

Zoom Webinar

Speaker Information

Patrick A. Kohlmann

Temmerman, Cilley, & Kohlmann

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. 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 CLA) from 2015-2016, and served on TEXCOM from 2008-2019. He is a Fellow of the American College of Trust and Estates Counsel, was formerly a member of the Judicial Council’s Probate and Mental Health Advisory Committee, and has consistently been named a Northern California “Super Lawyer,” including recognition as one of the top 100 lawyers in Northern California (2021-2022). Patrick practiced public accounting as a CPA before pursuing a legal career.

Website

John W. Prokey

Ramsbacher Prokey Leonard LLP

John Prokey is a partner of Ramsbacher Prokey Leonard LLP. John’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of John’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. John also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations. John’s law practice includes representing taxpayers in all levels of federal tax controversy, including IRS examination and Appeals, and before the U.S. Tax Court. Clients, their families, and other practitioners rely on John for dispute resolution in these arenas, including serving as a mediator.

John is a Fellow of The American College of Trust and Estate Counsel. He is also a member of the California Lawyers Association. He served on the Trusts and Estates Section Executive Committee and the Taxation Section Executive Committee of the California State Bar; and also served as Chair (2004-2005) of the Taxation Section’s Estate and Gift Tax Sub-Committee. John is a member of the Silicon Valley, Santa Clara County, and American Bar Associations.

John is a frequent lecturer and guest speaker at numerous seminars and conferences throughout California and elsewhere, and is an author on various tax and estate planning topics. Speaking engagements include the Heckerling Institute on Estate Planning, Jerry A. Kasner Estate Planning Symposium, AICPA Advanced Estate Planning Conference, CalCPA Advanced Estate Planning Institute, Annual Estate Planning Symposium, Tax and Update Planning Conference, the San Diego Tax and Estate Planning Forum, the Hawaii Tax Institute, CEB/UCLA Estate Planning Conference, Continuing Education of the Bar Estate Planning and Administration, San Francisco, San Mateo County, and Silicon Valley Bar Associations, East Bay, Orange County, Sacramento, Santa Clara County, Santa Cruz County, and Stanislaus County Estate Planning Councils, CPE Forum of the Central Coast, East Bay Trust & Estates Lawyers Seminar, and Paralegal Association of Santa Clara County.
John received his Baccalaureate of Science degree from Santa Clara University in 1994 and his Juris Doctor degree from Santa Clara University School of Law in 1999, graduating cum laude in both undergraduate and law school studies.

Website

Steven P. Braccini

Sheppard Mullin

Steven P. Braccini is a partner in the Business Trial Practice Group in the firm's Silicon Valley office.

Areas of Practice: Steve's practice focuses on trust, probate and conservatorship litigation including, but not limited to:

Will contests
Trust contests
Removal and surcharge actions
Contested conservatorships
Accounting disputes
Financial elder abuse actions
Reformation or modification actions
Tax controversy
Related “civil” claims

Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.

Website