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December 5, 2019 - Luncheon Seminar: Annual Update - 2019 in Review @ The Hyatt Santa Clara
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Please join the Silicon Valley Bar Association for our annual holiday luncheon event, featuring: Steve Braccini, Patrick Kohlmanm and John Prokey.

When: December 5, 2019
Registration and Buffet Lunch: 11:30 am; Presentation: 12:00 - 1:30 pm
Where: Hyatt Regency Santa Clara, Grand Ballroom
5101 Great America Pkwy
Santa Clara, California  95054
United States
Contact: Wendy Ikebe

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Please join the Silicon Valley Bar Association for our annual holiday luncheon event, featuring guest presenters: Steve Braccini, Patrick Kohlmann and John Prokey

Only T&E Current Developments (…No Whistleblower or Impeachment Updates)
The panelists will present their annual review of the latest legislative, case, and tax developments most significant to California trusts and estates practitioners.
The program will include analysis and discussion to assist practitioners incorporate these developments into their practice.

We are pleased to have Exchange Bank as sponsor for this seminar.

General MCLE Credits: 1.5 Unit(s)
Specialization MCLE Credit in Estate Planning: 1.5 Unit(s)
New! CPE Credits are now available for CPA and Financial planners

$ 60 SVBA Members
$ 100 Non-Members
$ 10 surcharge for registrations on the day of the event
Due to financial commitments to the venue, we cannot offer refunds after November 28, 2019


Steven P. Braccini

Steven P. Braccini is a partner in the Business Trial Practice Group in Sheppard Mullin’s Silicon Valley office.

Mr. Braccini’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, and related “civil” claims. Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.

Steven received his JD from Santa Clara University in 2003. He was a judicial extern for Magistrate Judge Edward A. Infante of the U.S. District Court, Northern District of California and named a Northern California Super Lawyer, Super Lawyers, 2019.

Patrick A. Kohlmann

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 Executive Committee of the Trusts and Estates Section of the State Bar of California (TEXCOM) from 2015-2016, and served on the Executive Committee from 2008-2019. He is 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, and practiced public accounting before becoming an attorney. He is recognized by his peers as a Best Attorney in America (Best Lawyers®).

Mr. Kohlmann frequently competes in half and full marathons. He has qualified for the Boston Marathon multiple times, and has run Boston, New York, Chicago, and many other major marathons.

John W. Prokey

John Prokey is a partner of Ramsbacher Prokey Leonard LLP. Mr. Prokey'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 Mr. Prokey’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. Mr. Prokey also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations. Mr. Prokey’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 Mr. Prokey for dispute resolution in these arenas, including serving as a mediator.

Mr. Prokey 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.

Mr. Prokey 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.

Mr. Prokey 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.

The SVBA Luncheon Seminars are generally held the first Thursday of each month.

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Aug. 20th Webinar: Tax Strategies and Implications when Settling a Trust or Estate Dispute

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