December 6th Annual Meeting and Seminar: Are You Ready For the Latest Misinformation and Lies?

Please join the Silicon Valley Bar Association for our annual year-in-review event, featuring guest presenters: Steven Braccini, Patrick Kohlmann and John Prokey.

Please note: This seminar and luncheon are being held in-person at the Santa Clara Marriott. We are also making it possible to attend the seminar via Zoom.

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

About the Presenters: Steven P. Braccini, Patrick A. Kohlmann, and John W. Prokey

Steven P. Braccini
Steven P. Braccini is a fellow in the American College of Trust and Estate Counsel (ACTEC).  He is the Managing Partner of Sheppard, Mullin, Richter & Hampton LLP’s Silicon Valley Office and is a member of his Firm’s Business Trial Practice Group.  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.

Patrick A. 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 being voted as one of the top 100 lawyers in Northern California (2021, 2022 and 2023).

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.

This event is being sponsored by:

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

The registration fee is the same price whether you attend in-person or virtually (via Zoom). Be sure to register as an in-person attendee if you will be joining us at the Santa Clara Marriott and enjoying the luncheon buffet.
$ 60 - SVBA Members
$ 100 - Non-Members

In-person registrations, occurring on the day of the event, will be charged an additional $50.
We cannot offer refunds after December 1st, 2024.