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April 4th Luncheon Seminar - Trustee Unchained: Decanting Has Come to California
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This program will review California’s recently enacted version of the Uniform Trust Decanting Act.

4/4/2019
When: April 4, 2019
Registration and Buffet Lunch: 11:30am; Presentation: 12:00 - 1:30pm
Where: Santa Clara Marriott Hotel - Seattle & Portland Conference Room
2700 Mission College Blvd
Santa Clara, California  95054
United States
Presenter: Patrick Kohlmann
Contact: Wendy Ikebe


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This seminar is SOLD OUT.  In person registration will not be available.

LUNCHEON SEMINAR: Trustee Unchained: Decanting Has Come to California

Description: 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.

General MCLE Credit for General Substantive Law: 1.5 Units
Specialization MCLE Credit for Estate Planning: 1.5 Units

Please note: This is a 1.5 hour presentation.

ABOUT THE PRESENTERS

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®).

 

We welcome Boston Private as sponsor for this luncheon

Boston Private provides highly personalized trust and fiduciary services customized to the individual needs of their clients and their beneficiaries. Their primary focus is protecting your wealth and ensuring that your estate plan is implemented as you direct with a high degree of customization, conscientious decision making, and commitment to objectivity

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Be sure to renew your membership prior to attending any event to receive the member discount.

Cost:
$ 50 - SVBA Members
$ 90 - Non-Members
$ 10 surcharge for registrations on the day of the event
Parking vouchers are provided as part of your registration fee for this event.
Due to financial commitments to the venue, we cannot offer refunds after March 28, 2019.

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