Patrick Allen Kohlmann
Experience:
25 years
Patrick Allen Kohlmann | Managing Partner
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About Patrick
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 Fellow of the American College of Trust and Estates Counsel, and has consistently been named a Northern California “Super Lawyer”, including being voted as one of the top 100 lawyers in Northern California (2021-2023). 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®).
Patrick is a frequent lecturer for many professional education programs such as the California Lawyers Association, the Continuing Education of the Bar, the Southern California Tax and Estate Planning Forum, and others. He has published a variety of articles on estate planning, probate, and trust law.
Patrick is an avid marathoner, having run Boston, New York, Chicago, Big Sur, and many others.
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 Fellow of the American College of Trust and Estates Counsel, and has consistently been named a Northern California “Super Lawyer”, including being voted as one of the top 100 lawyers in Northern California (2021-2023). 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®).
Patrick is a frequent lecturer for many professional education programs such as the California Lawyers Association, the Continuing Education of the Bar, the Southern California Tax and Estate Planning Forum, and others. He has published a variety of articles on estate planning, probate, and trust law.
Patrick is an avid marathoner, having run Boston, New York, Chicago, Big Sur, and many others.
Admission
California
2000
Education
DeVry Inst of Tech
Bachelor
Recognitions & Achievements
Associations
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American College of Trust and Estate Counsel (ACTEC), – (Fellow)2011 / Present
-
California Lawyers Association, Executive Committee, Trust and Estates Section, – (Member)2008 / 2019
-
California Lawyers Association, Estate Planning, Trust and Probate Section, – (Member)2000 / Present
-
Member, Silicon Valley Bar Association, –2000 / Present
-
Member, California Society of CPAs
-
Former Co-Chair, Young Tax Lawyers, State Bar of California, San Jose Chapter
-
The State Bar of California’s Executive Committee, Trusts and Estates Section, – (Chair)2015 / 2016
Honors / Awards
-
Fellow, American College of Trust and Estates Counsel
-
Northern California “Super Lawyer”, –2013 / 2018
-
Best Attorney in America (Best Lawyers®)
-
Peer Review Rated AV® Preeminent™ by Martindale Hubbell
-
Judge Pro Tempore, Santa Clara County Superior Court2005
-
Presidential Honors Society
Notable Work
Publications
Author, “Fractional Interest Transfers of Life Insurance Policies by Medi-Cal Applicants” published in the Legal Network News, CANHR, Vol. 16, No. 1 (Spring )
2005
Author, “Carrying on in : The Modified Carryover Basis Regime and Complying With Reporting Requirements” published in the California Trusts and Estates Quarterly, Vol. 16, Issue 1, Spring
2010 / 2010
Author, “The Trust Creditors Claims Procedure: To Do or Not To Do, That Is The Question” published in the California Trusts and Estates Quarterly, Vol. 17, Issue 1, Spring
2011
Author, “Kwok v. Transnation Title Insurance Company: Another Thing for Estate Planners to Worry About” published in the California Trusts and Estates Quarterly, Vol. 18, Issue 2, Spring
2012
Author, “‘Friending,’ ‘Tweeting,’ and ‘Connecting:’ Ethical Issues Arising from Social Media” published in the California Trusts and Estates Quarterly, Vol. 18, Issue 3, Spring
2012
Author, "The State of Title Insurance Five Years After Kwok, California Trusts and Estates Quarterly, Vol. 20, Issue 4,
2014
Co-Author, “Don’t Answer That! Spouses, Families, and Privilege”, California Trusts and Estates Quarterly, Volume 23, Issue 4,
2017
Co-Author, "The 'Empty Chair': How to Account for the Rights of Contingent Remainder Beneficiaries in the Event of Incapacity", California Trusts and Estate Quarterly, Vol. 24, Issue 4,
2018
Co-Author, Legislation: From Transfer on Death Deeds to Decanting, What a Year, What a Year!, California Trusts and Estates Quarterly, Vol. 25, Issue 1,
2018 / 2019
Editor of the Third Edition of the “Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel,” published by the State Bar of California Trust and Estates Section
Co-Author, "Both Attorney and Trustee: Doubling Down or a Bad Bet?", published in the California Trusts and Estates Quarterly, Vol. 25, Issue 3,
2019
Temmerman, Cilley & Kohlmann, LLP Highlights
Estate, Trusts, Estate Planning, Elder Law, Estate Administration
Firm Size:
1
Firm Locations:
1
Languages:
English