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Practice areas

Licensed

  1. Tax: 34%
  2. Trusts: 33%
  3. Estate Planning: 33%

Attorney endorsements

2 total 

Are you an attorney? Endorse this lawyer

  • Robert Paul Bergman

    I've known Bob Temmerman since we were classmates at Santa Clara Law School. He is considered one of the top experts in the field of estate planning, wills, and trusts, and often speaks at professional events on the subject.

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    Robert Bergman Trusts Attorney
    Relationship: Fellow lawyer in community

  • Jon Scott Fox

    I have known Bob Temmerman for over 25 years. It was obvious even in law school that Bob wuold be a stellar attorney. It is no surprise that he is rated a "10." When I practiced in San Jose, Bob was spoken of with the highest regard by his fellow attorneys. That remains true today. He brings a wealth of experience and knowledge to every case. I would refer a client to Bob Temmerman without hesitation.

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    Jon Fox DUI and DWI Attorney
    Relationship: Fellow lawyer in community

Contact info

California Trust & Estate Counselors LLP

2502 Stevens Creek Blvd.

San Jose, CA, 95128-1654

Resume

License
StateStatusAcquiredUpdated
CAActive198005/23/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Associations
Association namePosition nameDuration
American College of Trust and Estate CounselFellow1992 - Present
American College of Trust and Estate CounselCalifornia State Chair2011 - 2016
California State Bar Estate Planning, Trust and Probate Law SectionExecutive Committee Member or Technical Advisor1998 - 2001
California State Bar Estate Planning, Trust and Probate Law SectionChairman1997 - 1998
California State Bar Estate Planning, Trust and Probate Law SectionVice Chair1996 - 1997
California State Bar Estate Planning, Trust and Probate Law Section: SubCommittee on Informal Administration Legislative ProposalCo-Chairman1994 - 1996
California State Bar Estate Planning, Trust and Probate Law Section: SubCommittee on Postmortem Trust AdministrationChairman1993 - 1995
California State Bar Estate Planning, Trust and Probate Law SectionExecutive Committee Member or Technical Advisor1990 - 1996
California State Bar Estate Planning, Trust and Probate Law SectionCalifornia Law Revision Commission Liaison1990 - 1992
Santa Clara County Bar AssociationChairman1987 - 1987
Santa Clara County Bar AssociationVice Chair1986 - 1986
Publications
Publication nameTitleDate
State Bar of CaliforniaAdditional Property Transfer Obstacles for Married Persons and Reistered Domestic Partners2003
California Trust & Estate QuarterlyIs There a New Trust Code in California's Future?-A Comparison of the Recently Adopted Uniform Trust Code with Current California Trust Laws2000
California State Bar Trusts and Estates QuarterlyA Report on the Oral Argument Before the U.S. Supreme Court in Boggs v. Boggs1997
California State Bar Trusts and Estates QuarterlyU.S. Supreme Court Rules that ERISA Preempts Testamentary Rights Under State Community Property Laws1997
CEB's Action GuideHandling Post Mortem Trust Administration: A Checklist1996
20th Annual Program of the State Bar of California's Section on Estate Planning, Trust and Probate LawThe New California Uniform Prudent Investor Act: A Practical Approach1996
18th Annual Program of the State Bar of California's Section on Estate Planning, Probate and Trust LawPost Mortem Trust Administration Checklist1994
Estate Planning, Trust and Probate Law News5000-5032: Non-Probate Transfers of Community Property - The Legislature's Answer to the Supreme Court1992
Estate Planning, Trust and Probate NewsLitigation Alert: Ablamis v. Roper1991
15th Annual Program of the State Bar of California's Section on Estate Planning, Probate and Trust LawSelected Recent Case Developments1991
Estate Planning, Trust and Probate News of the State Bar of CaliforniaPROBATE checklist1988
Education
School nameMajorDegreeGraduated
Santa Clara University School of LawLawJD - Juris Doctor1980
Boston CollegePolitical ScienceBA - Bachelor of Arts1975
Boston CollegeEconomicsBA - Bachelor of Arts1975
Speaking engagements
Conference nameTitleDate
The Estate Planning Study Group: The CPE Forum & Monterey County Bar AssociationYear in Review - Will You be Liable when Your Trustee Breaches his Duties? Recent Developments in Estate Planning, Administration, Litigation and Taxation2015
State Bar of California, Continuing Education of the BarEstate Planning and Administration: Year in Review2015
Silicon Valley Bar Association: Round Table SeminarGuardianships for the Estate Planning Attorney - What You Need to Know2015
Santa Clara County Estate Planning CouncilRecent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships2015
San Mateo County Bar AssociationThe Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update2015
Santa Cruz County Estate Planning CouncilThe Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update2014
Santa Clara University: 10th Annual Jerry A. Kasner Estate Planning SymposiumCurrent California Developments in Estate Planning2014
Santa Clara County Estate Planning CouncilRecent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships2014
San Mateo County Estate Planning CouncilVeteos, Taxes and Marriage for All2014
Monterey Estate Planning Study GroupVetoes, Taxes, and Marriage for All2014
Loring Ward Advanced SymposiumAdvanced Planning Panel2014
California State Bar, Continuing Education of the BarEstate Planning & Administration: 28th Annual Recent Developments2014
Santa Cruz County Estate Planning Council & Silicon Valley Bar AssociationVeteos, Taxes, and Marriage for All2013
Santa Clara University: 9th Annual Jerry A. Kasner Estate Planning SymposiumRecent California Developments in Estate Planning Administration2013
Santa Clara County Estate Planning CouncilRecent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships2013
San Mateo County Estate Planning CouncilThe Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice2013
California State Bar, Continuing Education of the BarEstate Planning & Administration: 27th Annual Recent Developments2013
American College of Trust and Estate Counsel: Western Regional MeetingRecent California Developments in Estate Planning and Administration2013
Silicon Valley Bar Association & Santa Cruz County Estate Planning CouncilThe Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice2012
Santa Clara County Estate Planning CouncilRecent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships2012
San Mateo County Estate Planning CouncilCongress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse. Welcome to Tax Planning 20122012
California State Bar, Continuing Education of the BarEstate Planning & Administration: 27th Annual Recent Developments2012
State Bar of California, Continuing Education of the BarEstate Planning & Administration: 26th Annual Recent Developments2011
Standford UniversityEthical Considerations When Dealing with Elderly Clients and Donors2011
Silicon Valley Bar AssociationThe 2011 Tax Law: Guess Work and Other Challenges2011
Silicon Valley Bar AssociationPreventing Malpractice in the Estate Planning and Administration Arena - Tips to Sleep Soundly at Night2011
Santa Cruz County Estate Planning Council & Silicon Valley Bar AssociationSan Mateo County Estate Planning Council2011
Santa Clara University: 7th Annual Jerry A. Kasner Estate Planning SymposiumCurrent California Developments in Estate Planning and Administration2011
Santa Clara County Estate Planning CouncilRecent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships2011
San Mateo County Estate Planning CouncilThe Giants Won the World Series and How Much Quack Can You Get from a Lame Duck?2011
Professional Fiduciary Association of CaliforniaThe Ethical Conundrum: Damned If You Do...damned if You Don't2011
Monterey Estate Planning Study Group and CPE ForumThe Giants Won the World Series and How Much Quack Did We Get from a Lame Duck?2011
State Bar of California, Continuing Education of the BarEstate Planning & Administration: 25th Annual Recent Developments2010
Silicon Valley Bar Association & Santa Cruz County Estate Planning CouncilThe Giants Won the World Series and How Much Quack Can You Get from a Lame Duck?2010
Santa Clara University: 6th Annual Jerry A. Kasner Estate Planning SymposiumCurrent California Developments in Estate Planning and Administration2010
Santa Clara County Estate Planning CouncilRecent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships2010
San Mateo County Bar AssociationPigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 20102010
Monterey Estate Planning Study GroupPigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 20102010
State Bar of California, Continuing Education of the BarEstate Planning & Administration: 24th Annual Recent Developments2009
Silicon Valley Bar Association & Santa Cruz County Estate Planning CouncilPigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 20102009
Santa Cruz County Estate Planning CouncilAvoiding Potholes in the Road of Love2009
Santa Clara University5th Annual Jerry A. Kasner Estate Planning Symposium2009
Santa Clara County Estate Planning CouncilAnnual Update2009
San Mateo County Estate Planning CouncilEstate Planning in the Brave (and Poorer) New World2009
First National Bank Trust Department and Monterey Estate Planning GroupEstate Planning in the Brace (and Poorer) New World2009
State Bar of California, Continuing Education of the BarEstate Planning and Administration: 23rd Recent Developments2008
Silicon Valley Bar AssociationAvoiding Potholes in the Road of Love2008
Santa Cruz County Estate Planning Council & Silicon Valley Bar AssociationEstate Planning in the Brave (and Poorer) New World2008
Santa Clara University4th Annual Jerry A. Kasner Estate Planning Symposium2008
San Mateo County Bar AssociationChanging Our Plans in 2008 New Laws, New Interpretaions and How to Handle the Transition2008
First National Bank Trust Department and Monterey Estate Planning GroupChanging our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition2008
California State Bar, Continuing Education of the Bar30th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments2008
The 12th Annual Advanced Estate Planning SymposiumUpdates and Additions to Your Post Mortem Trust Administration Checklist2007
State Bar of California, Continuing Education of the Bar29th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments2007
Silicon Valley Bar Association & Santa Cruz County Estate Planning CouncilChanging Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition2007
Silicon Valley Bar AssociationPreventing Malpractice in the Estate Planning and Administration Arena2007
Santa Cruz County Estate Planning CouncilChanging Our Plans in 2007: New Laws, New Interpretations and How to Handle the Transition2007
Santa Clara County Estate Planning CouncilCalifornia Recent Developments2007
San Mateo County Bar AssociationAnnual Update of Estate Related Cases and Laws2007
Orange County Bar AssociationPreventing Malpractice in the Estate Planning and Administration Arena2007
Mount Diablo Estate Planning CouncilRecent Developments in Federal and California Law2007
33rd Annual Probate And Trust ConferenceQuick Tips: Post Death Administration Checklist2007
State Bar of California, Continuing Education of the BarEstate Planning and Administration: 21st Recent Developments2006
State Bar of California, Continuing Education of the Bar28th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments2006
State Bar of CaliforniaPreventing Malpractice in the Estate Planning and Administration Arena - Tips to Sleep Soundly at Night2006
Silicon Valley Bar Association & Santa Cruz County Estate Planning CouncilChanging Our Plans in 2007: New Laws, New Interpretations and How to Handle the Transition2006
Santa Clara University, School of LawRecent California Case Law Developments2006
Santa Clara County Estate Planning CouncilCalifornia Recent Developments2006
State Bar of California, Continuing Education of the BarEstate Planning and Administration: 20th Recent Developments2005
Santa Cruz County Estate Planning Council & Silicon Valley Bar AssociationTaxes, Trusts and Planning in Disastrous Times2005
Santa Clara County Estate Planning CouncilSignificant Developments in 2005 of Interest to Estate Planners2005
Professional Fiduciary Association of CaliforniaReporting Duties of Trustees to Beneficiaries and Exercise of Trustee's Discretionary Powers2005
Silicon Valley Bar Assocation & Santa Cruz County Bar AssociationThe Continuing Search fo WDM (Ways to Manage Death, Disability, and Dissolution)2004
CEBEstate Planning and Administration 19th Annual Recent Developments Program2004
Silicon Valley Bar AssociationThe Good, the Bad and the Ugly - Recent Developments in Estate Planning, Trust and Tax Law2003
Santa Cruz County Estate Planning CouncilThe Million Dollar Filing Fee "The Mike, Jim & Bob Report"2003
Santa Clara County Estate Planning Council and State Bar of California, S.F.Elder Abuse: The Domestic Violence and Financial Embezzlement Problem of the 21st Century2003
San Mateo County Bar AssociationUpdate in Down Times: When the Bills Arrive2003
Ronald McDonald HouseLooking Through the Keyhole: Inside Scenes from your attorney's office2003
California State Bar, The Continuting Education of the BarEstate Planning and Administration: 17th Recent Developments2003
55th Annual Trust & Tax ForumNorthern Trust: Is There a New Trust Code in California's Future? A Comparison of the UTC with Current California Trust Laws2003
State Bar of California, Winter Section Edcuational InstituteJoint Tenancy; What Form of Title is Right for Your Client?2002
State Bar of California, Continuting Education of the BarEstate Planning and Administration: 16th Recent Developments2002
Silicon Valley Bar AssociationLooking Through the Keyhole: Inside Scenes from Your Attorney's Office2002
Silicon Valley Bar AssociationUses and Abuses of Durable Powers of Attorney2002
Santa Cruz County Estate Planning Council & Silicon Valley Bar AssociationUpdate in Down Times: When the Bills Arrive2002
Santa Cruz County Estate Planning CouncilUses and Abuses of Durable Powers of Attorney2002
Professional Fiduciary Association of CaliforniaUniform Prudent Investor Act and Discretionary Powers2002
Northern Trusts 54th Annual Trust & Tax ForumUses and Abuses of Durable Powers of Attorney2002
Johnson, Gaver & Leach, LLPRecent Legislative and Case Law Developments: Tips and Tricks2002
American Cancer Society, Sacramento3rd Annual Estate Planning Seminar, Using the 2002 Gift and Estate Tax Changes to Your Clients' Advantage2002
The State Bar of CaliforniaCommunity Property, Community Property with Right of Survivorship and Joint Tenancy; What Form of Title is Right for Your Client?2001
State Bar of California, Continuing Education of the BarEstate Planning and Administration: 15th Recent Developments2001
State Bar of California, Continuing Education of the BarConservatorships: The Basics2001
Silicon Valley Bar AssociationThe New Minimum Distribution Rules: How They Work and How to Incorporate2001
Santa Clara County Bar AssociationThe Future of the Estate Planning: When Should we Retire?2001
Santa Clara County Bar AssociationUpdate on Conservatorships: Probate, Dementia, Elder Abuse, LPS and Limited Conseravtorships2001
Paralegal Association of Santa Clara CountyRecent Development in California Legislation2001
Japanese American National MuseumManaging Your Assets and Planning Your Estate to Saves Taxes and Achieve Your Goals2001
State Bar of California, Continuing Education of the BarEstate Planning and Administration: 14th Recent Developments2000
University of MIssouri - 11th Annual William F. Fratcher Trust and Estates SymposiumAntidotes for Estate Planning, Scams, Botched Trusts and Other Disasters1999
State Bar of California, Continuing Education of the BarEstate Planning and Administration: 14th Recent Developments1999
Santa Cruz County Bar Association & West Valley Bar AssociationTrust Scams1999
Santa Clara County Estate Planning CouncilLiving and Dying with QTIPs: Suggestions tothe New Millennium1999
Santa Clara County Bar AssociationNotification by Trustee Provision - Changes on the Horizon1999
Professional Fiduciaries Association of CaliforniaNotification by Trustee: Statutory Analysis and Proposed Legislative Changes1999
Northern Trust Company: The Mid Peninsula Trust Forum & Comerica Bank-CaliforniaNotification by Trustee: Statutory Analysis and Proposed Legislative Changes1999
Estate Planning, Trust and Probate Law Section and the Taxation Section of the State Bar of CaliforniaInstitute of Community Property1999
Estate Planning Council of Stanislaus CountyThe Dynasty Trust: Background, State Statutes, Transfer Taxes, Creditor Protection and a Case History1999
State Bar of California, Continuing Education of the BarAntidotes for Estate Planning, Scams, Botched Trusts, and Other Disasters1998
State Bar of California, Continuing Education of the BarAntidotes for Estate Planning Scams, Botched Trusts and Other Disasters1998
State Bar of CaliforniaRecent Probate and Trust Law Changes: Trust Law Changes: Trustee Notification1998
Southern Alameda County EP CouncilTrust Mills and Modifying Botched Irrevocable Trusts1998
Santa Clara County Bar AssociationModifying Irrevocable Trusts1998
Santa Clara County Bar AssociationLaw Office Management in an Active Trust and Estate Planning Practice1998
Paralegal Association of Santa Clara CountyRecent Developments (AB 2069 and AB 2801), Notification by Trustee: A Statutory Analysis, Why and How to Seek Court Approval of Selected Trust Issues Under PC 17200, and Modifying Your Irrevocable Trust: How To Do It1998
Northern California Trust Companies Association - Seventh Annual Education ProgramThe Unauthorized Practice of Law: A Statutory Analysis of Trustee Notification Statute1998
IRS Collection Division & International Association of Financial PlannersEstate Planning Scams1998
State Bar of California, Continuing Education of the BarFunding and Administering Revocable Trusts After a Granor's Death1997
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Administration; 13th Annual Program1997
State Bar of California, Continuing Education of the BarRecent Devlopments in Estate Planning and Administration; 12th Annual Program1997
Santa Cruz County Bar AssociationEstate Planning After Boggs1997
Santa Clara County Estate Planning CouncilTurf Wars on Working Together: An Update on Trust Mills and the Unauthorized Practice of Law1997
Santa Clara County Bar AssociationThe Path Out of Boggs: ERISA and Community Property1997
Santa Clara County Bar AssociationThe Impact of the U.S. Supreme Court Decision in Boggs on Estate Planning Practitioners1997
San Mateo County Bar AssociationNew Probate Code Provisions on Notification of Trustee1997
California CPA Education FoundationThe Surviving Spouse, Community Property and ERISA: The Path Out of Boggs and New Probate Code Provisions on Notification By Trustee1997
California Center for Judicial Education & ResearchThe 1998 California Probate & Mental Health Institute: Probate 201: AnIn Depth Analysis of Substituted Judgment, Heggsted Petitions and Post Mortem Trust Funding, Modification of Irrevocable Trusts, Will and Trust Contest and Declaratory Relief Actions1997
State Bar of California: Fall 1996 Section Education InstituteCalifornia Uniform Prudent Investor Act: A Practical Approach1996
State Bar of California, Estate Planning, Trust and Probate Law Section: 20th Annual Fall ProgramThe New California Uniform Prudent Investor Act: A Practical Approach1996
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Administration; 11th Annual Program1996
State Bar of California, Continuing Education of the BarFunding and Administering Revocable Trusts After a Grantor's Death1996
Santa Clara County Bar AssociationInformal Administration: Is the Time Right for Legislative Change?1996
Santa Clara County Bar AssociationHow the Uniform Prudent Investor Act (UPIA) Affects Our Estate Planning Practices1996
State Bar of California, Continuing Education of the BarFunding and Administering Trusts after the Death of Trustor1995
San Mateo County Bar AssociationInformal Administration in California - A Legislative Proposal1995
Peninsula Estate Planning CouncilThe Marketing of Living Trus by Non Attorneys1995
American College of Trust and Estate Counsel, Western Regional MeetingLegislative Proposal for Informal Administration in California1995
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Administration; 9th Annual Program1994
State Bar of CaliforniaPost Mortem Checklist; 18th Annual Fall Program1994
State Bar of CaliforniaA Checklist for Adminstration of Living Trusts Following the Death of a Trustor; Fall Section Education Institute1994
Stanislaus County Estate Planning CouncilPost Mortem Trust Administration1994
California Certified Public Accountants, Education Foundation: 45th Annual Tax Accouting ConferencePost Mortem Planning1994
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Administration; 8th Annual Program1993
State Bar of California, Continuing Education of the BarEstate Planning for the Unmarried1993
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Administration; 7th Annual Program1992
State Bar of California, Section on Estate Planning, Probate and Trust LawSelected Current Case Developments; 15th Annual Fall Program1991
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Adminstration; 6th Annual Program1991
Santa Clara County Bar AssociationAblamis Special1991
State Bar of California, Continuing Education of the BarRecent Developments in Estate Planning and Administration; 5th Annual Program1990
Santa Clara County Estate Planning CouncilPostmortem Tax Planning1989
State Bar of California, Continuing Education of the BarDrafting Wills1988
The Rutter GroupHandling Spousal Set Asides and Summary Administration under the New Probate Code1987
Santa Clara County Bar AssociationPlanning and Administration under the new trust law1987