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Patrick Allen Kohlmann
About Patrick
Practice Areas
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Practice Area
Fees and Rates
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Chat withLicenses
Licensed in California for 25 years
State: California
Acquired: 2000
No misconduct found
Location
Law Offices of Patrick Allen Kohlmann
2502 Stevens Creek Blvd, San Jose, CA, 95128-1654
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Patrick Allen Kohlmann's Reviews
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1 Client Review
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Practice Areas
Showing 1 - 1 of 1 review | Practice Area Knowledge
Posted by Mr.Dragomir | February 13, 2015 | Estate Planning
An excellent and proactive Trust, Estate & Tax Attorney
I have retained (and continue to retain) Mr. Kohlmann and his firm as my attorney for over 15 years in my capacity as a professional trustee, conservator, attorney in fact, agent, executor, general partner and probate administrator. Patrick is among the best attorneys that I have worked with and is ...
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Experience
Associations
2014 - Present
State Bar of California Executive Comittee, Trusts and Estates SectionVice Chair
2011 - Present
American College of Trust and Estate CounselFellow
2006 - Present
State Bar of California, Trusts and Estates SectionCertified Specialist
2001 - Present
California Society of Certified Public AccountantsMember
2001 - Present
California State Board of AccountancyLicensed C.P.A.
2000 - Present
State Bar of California, Estate Planning, Trust and Probate SectionMember
2000 - Present
Silicon Valley Bar AssociationMember
2011 - 2014
State Bar of California Executive Comittee, Trusts and Estates SectionAdvisor
2008 - 2011
State Bar of California Executive Comittee, Trusts and Estates SectionMember
Education
2000
Santa Clara University School of Law
JD - Juris Doctor
1993
DeVry University College of Business Management
BS - Bachelor of Science
Speaking Engagements
2015
State Bar of California: 23rd Annual Estate & Gift Tax Conference
Ethics: to Tweet or Not? Ethics in Social Media
2015
State Bar of California, Trusts and Estates Section: 2015 Spring Symposium
What the Kwok! I I Killed My Client's Title Insurance
2015
State Bar of California
Ethical Issues for Trust and Estate Attorneys: Liability to Non-Clients, to Successor Fiduciaires Occupying the Office of the 'Client,' to Incapacitated Clients, and To Family Members
2015
Santa Cruz County Bar Association
Has Your Estate Plan Killed Your Client's Title Insurance?
2015
Professional Fiduciary Association of California: 20th Annual Educational Conference
Did You Know Revocable Trusts are Post-Mortem Asset Protection Plans?
2015
Continuing Professional Education
Has Your Estate Plan Killed Your Client's Title Insurance?
2015
Continuing Education of the Bar
Estate Planning Year in Review
2015
California Society of Certified Public Accountants
Selected Recent Developments Applicable to CPAs
2014
State Bar of California
Fundamentals of Trusts and Estates Practice I: Wills
2014
Silicon Valley Bar Association
Has Your Estate Plan Killed Your Client's Title Insurance?
2014
Professional Fiduciary Association of California: 19th Annual Educational Conference
Ficuciary Records - Liability and Breach of Fiduciary Duty
2014
East Bay Trusts and Estates Lawyers: 5th Annual Spring Symposium
Who Wants Title Insurance Anyway?
2014
East Bay Trusts and Estates Lawyers
Recent Developments
2014
Continuing Education of the Bar
Estate Planning and Administration: Year in Review
2014
Bar Association of San Francisco
Ethical Issues in the Life Cycle of an Engagement
2014
American College of Trust and Estate Counsel
Recent California Case Law and Legislative Developments
2013
State Bar of California: 86th Annual Meeting
Did You Know Revocable Trusts are Post-Mortem Asset Protection Plans?
2013
State Bar of California: 86th Annual Meeting
American Taxpayer Relief Act: Estate Planning Under the New Law
2013
State Bar of California: 37th Annual Fall Program
Did You Know Revocable Trusts are Post-Moretem Asset Protection Plans?
2013
State Bar of California
Legal Specialist Exam: Estate Planning, Trust and Probate Law
2013
Silicon Valley Bar Association
Creditor's Claims
2013
Professional Fiduciary Association of California: 18th Annual Education Conference
Trust Me and My Records
2013
Continuing Education of the Bar
Resolving Problems in Probate and How to Avoid Them in the First Place
2013
California Society of Certified Public Accountants
Estate Planning Under the New Law
2012
State Bar of California: 85th Annual Meeting
Trust Me and My Records
2012
State Bar of California
Anderson v. Hunt, The 2011 Case of the Year
2012
Santa Cruz County Bar Association
Trust Me and My Records
2012
San Mateo County Bar Association
Property Tax Planning for Business Entities
2012
Professional Fiduciary Association of California: Northern California Region Education Day
Trust Me and My Records
2012
Monterey Estate Planning Group
Trust Me and My Records
2012
Diablo Valley Estate Planning Counsel
$5,120,000 Lifetime Gift Tax Exemption - Too Good To Last!
2012
Contra Costa County Bar Association: Mechanics Bank Annual Symposium
Trust Me and My Records
2012
Continuing Education of the Bar of California
Practical Problems in Trust Administration
2012
California Society of Certified Public Accountants
The Income Taxation of Trusts & Estates
2012
California Society of Certifed Public Accountant: 11th Annual Estate Planning Symposium
$5,120,000 Lifetime Gift Tax Exemption - Too Good To Last!
2012
2012 Annual Meeting of the California Tax Bar & California Tax Policy Conference
One Small Click; One Giant Ethical Violation
2011
State Bar of California: 84th Annual Meeting & 35th Annual Fall Program
The Issues with 'I Love You' trusts, and Other Community/Separate Property Problems Confronting Married Couples
2011
State Bar of California: 84th Annual Meeting
The 2010 Tax Act: An Estate Planning and Administrative Update
2011
Professional Fiduciary Association of California: 16th Annual Educational Conference
Limiting Fiduciary Risk in Administering 2010 Estates
2011
Professional Fiduciary Association of California
Understanding and Limiting Fiduciary Risk Administering 2010 Estates and New Laws for 2011
2011
Continuing Education of the Bar of California
Practical Problems in Probate
2011
Continuing Education of the Bar of California
Planning for and Dealing with a Client's Incapacity & Elder Law Remedies for Financial Abuse
2011
California Society of Certified Public Accountants: 2011 Annual Estate and Trust Conference
Trust Me and My Records
2011
California Society of Certified Public Accountants
Update on New Estate Law
2010
State Bar of California: 83rd Annual Meeting
Hot Topics in Conservatorships: Three Years Post-Reform
2010
Silicon Valley Bar Association
Death, Debts, and Taxes: Creditors' Claims
2010
Continuing Education of the Bar of California
Practical Problems in Trust Administration
2010
Continuing Education of the Bar of California
Practical Estate Asset Management in Today's Economy
2010
California Society of Certified Public Accountants
Modified Carryover Basis Rules for the Estates of 2010 Decedents
2009
San Mateo County Bar Association
Property Tax Planning for Business Entities
2009
Professional Fiduciary Association of California
Key Language in Trusts to Protect Trustees - 4 Key Things Fiduciaries Should Look For
2009
Continuing Education of the Bar of California
Pratical Problems in Probate
2009
Continuing Education of the Bar of California
Fundamentals of Probate and Other Nontrust Administration
2009
Continuing Education of the Bar of California
Death, Debts, and Taxes: Creditors' Claims Against a Decdent
2008
Santa Clara County Estate Planning Council
Tax & Legal Issues Update
2008
Professional Fiduciary Association of California: Annual Conference
Petitioning for Insturctions - When and Why
2007
Estate Planning Council of Southern Alameda County
Changing Our Plans in 2007: New Laws, New Interpretations, and How to Handle the Transition
2006
Professional Fiduciary Assocation of California
2006 Tax Update for Trusts, EStates, & Fiduciaries, and a Review of SB 754, Ch. 100 - The Unitrust Conversion
2005
Professional Fiduciary Association of California: Annual Conference
The Uniform Prudent Investor Act & The Uniform Principal and Income Act
2005
Paralegal Association of Santa Clara County: Annual Educational Seminar
The Revised Circular 230 and Calfiornia Property Tax Assessment, Reassessment, and Valuation Reduction
2005
Monterey Estate Planning Group
The Continuing Search for WMDs (Ways to Manage Death, Disability and Dissolution)
2004
California State University, Fullerton: Extended Education
Professional Fiduciary Managment for Trustees
2003
Sterling Madison Education Services
Fundamentals of Estate Planning
2003
California Society of Certified Public Accountants
Dynasty Trusts: Demystifying Multi-Generational Estate Planning
2002
Senior Real Estate Specialist Continuing Education
Estate Planning for Seniors - What Every Agent Should Know
Publications
2012
California Trust & Estate Quarterly
'Friending,' 'Tweeting,' and 'Connecting:' Ethical Issues Arising from Social Media
2012
California Trust & Estate Quarterly
Kwok v. Transnation Title Insurance Company: Another Thing for Estate Planners to Worry About
2011
California Trust & Estate Quarterly
The Trust Creditors Claims Procedure: To Do or Not to Do, That is the Question
2010
California Trust & Estate Quarterly
Carrying on in 2010: the Modified Carryover Basis Regime and Complying with Reporting Requirements
2005
Legal Network News, California Advocates for Nursing Home Reform
Fractional Interest Transfers of Life Insurance Policies by Medi-Cal Applicants