Robert Eugene Temmerman Jr

Robert Eugene Temmerman Jr

5.0
Rating: 10.0

Licensed for 45 years

Tax Lawyer at San Jose, CA
Practice Areas: Tax, Estate Planning, Trusts

2502 Stevens Creek Blvd., San Jose, CA

About Robert

Practice Areas

Fees and Rates

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Licenses

Licensed in California for 45 years

State: California

Acquired: 1980

Active

No misconduct found

Location

California Trust & Estate Counselors LLP

2502 Stevens Creek Blvd., San Jose, CA, 95128-1654

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Robert Eugene Temmerman Jr's Reviews

Avvo Review Score

5.0 /5.0

1 Client Review

5 star (1)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Mr.Dragomir | February 13, 2015

A highly skilled Trust, Estate and Probate Litigation Attorney

Attorney Temmerman has represented and continues to represent me as as a professional Trustee for over 14 years. He is among the best attorneys that I have retained to help me with complex Trust and Estate matters often involving litigation and complex tax issues. Mr. Temmerman is also very k...nowledgeable in most probate and tax law areas especially in large complex Trust matters involving business and tax planning, with the additional benefit of being a highly proficient litigator who has been able to advise me skillfully to avoid litigation and has been there to take action when it was unavoidable. I would highly recommend him as a Trust and Probate Litigation Attorney.

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Robert Eugene Temmerman Jr's Lawyer Endorsements

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Robert Paul Bergman headshot
Robert Bergman

Estate planning lawyer | Jan 18

Relationship: Fellow lawyer in community

"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."

Jon Scott Fox headshot
Jon Fox

Estate planning lawyer | Jun 24

Relationship: Fellow lawyer in community

"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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Experience

Rating:  10.0 (Superb)

Associations

1992 - Present

American College of Trust and Estate Counsel

Fellow

2011 - 2016

American College of Trust and Estate Counsel

California State Chair

1998 - 2001

California State Bar Estate Planning, Trust and Probate Law Section

Executive Committee Member or Technical Advisor

1997 - 1998

California State Bar Estate Planning, Trust and Probate Law Section

Chairman

1996 - 1997

California State Bar Estate Planning, Trust and Probate Law Section

Vice Chair

1994 - 1996

California State Bar Estate Planning, Trust and Probate Law Section: SubCommittee on Informal Administration Legislative Proposal

Co-Chairman

1993 - 1995

California State Bar Estate Planning, Trust and Probate Law Section: SubCommittee on Postmortem Trust Administration

Chairman

1990 - 1996

California State Bar Estate Planning, Trust and Probate Law Section

Executive Committee Member or Technical Advisor

1990 - 1992

California State Bar Estate Planning, Trust and Probate Law Section

California Law Revision Commission Liaison

1987 - 1987

Santa Clara County Bar Association

Chairman

1986 - 1986

Santa Clara County Bar Association

Vice Chair

Education

1980

Santa Clara Univ

JD - Juris Doctor

1975

Boston College

BA - Bachelor of Arts

1975

Boston College

BA - Bachelor of Arts

Speaking Engagements

2015

The Estate Planning Study Group: The CPE Forum & Monterey County Bar Association

Year in Review - Will You be Liable when Your Trustee Breaches his Duties? Recent Developments in Estate Planning, Administration, Litigation and Taxation

2015

State Bar of California, Continuing Education of the Bar

Estate Planning and Administration: Year in Review

2015

Silicon Valley Bar Association: Round Table Seminar

Guardianships for the Estate Planning Attorney - What You Need to Know

2015

Santa Clara County Estate Planning Council

Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships

2015

San Mateo County Bar Association

The Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update

2014

Santa Cruz County Estate Planning Council

The Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update

2014

Santa Clara University: 10th Annual Jerry A. Kasner Estate Planning Symposium

Current California Developments in Estate Planning

2014

Santa Clara County Estate Planning Council

Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships

2014

San Mateo County Estate Planning Council

Veteos, Taxes and Marriage for All

2014

Monterey Estate Planning Study Group

Vetoes, Taxes, and Marriage for All

2014

Loring Ward Advanced Symposium

Advanced Planning Panel

2014

California State Bar, Continuing Education of the Bar

Estate Planning & Administration: 28th Annual Recent Developments

2013

Santa Cruz County Estate Planning Council & Silicon Valley Bar Association

Veteos, Taxes, and Marriage for All

2013

Santa Clara University: 9th Annual Jerry A. Kasner Estate Planning Symposium

Recent California Developments in Estate Planning Administration

2013

Santa Clara County Estate Planning Council

Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships

2013

San Mateo County Estate Planning Council

The Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice

2013

California State Bar, Continuing Education of the Bar

Estate Planning & Administration: 27th Annual Recent Developments

2013

American College of Trust and Estate Counsel: Western Regional Meeting

Recent California Developments in Estate Planning and Administration

2012

Silicon Valley Bar Association & Santa Cruz County Estate Planning Council

The Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice

2012

Santa Clara County Estate Planning Council

Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships

2012

San Mateo County Estate Planning Council

Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse. Welcome to Tax Planning 2012

2012

California State Bar, Continuing Education of the Bar

Estate Planning & Administration: 27th Annual Recent Developments

2011

State Bar of California, Continuing Education of the Bar

Estate Planning & Administration: 26th Annual Recent Developments

2011

Standford University

Ethical Considerations When Dealing with Elderly Clients and Donors

2011

Silicon Valley Bar Association

The 2011 Tax Law: Guess Work and Other Challenges

2011

Silicon Valley Bar Association

Preventing Malpractice in the Estate Planning and Administration Arena - Tips to Sleep Soundly at Night

2011

Santa Cruz County Estate Planning Council & Silicon Valley Bar Association

San Mateo County Estate Planning Council

2011

Santa Clara University: 7th Annual Jerry A. Kasner Estate Planning Symposium

Current California Developments in Estate Planning and Administration

2011

Santa Clara County Estate Planning Council

Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships

2011

San Mateo County Estate Planning Council

The Giants Won the World Series and How Much Quack Can You Get from a Lame Duck?

2011

Professional Fiduciary Association of California

The Ethical Conundrum: Damned If You Do...damned if You Don't

2011

Monterey Estate Planning Study Group and CPE Forum

The Giants Won the World Series and How Much Quack Did We Get from a Lame Duck?

2010

State Bar of California, Continuing Education of the Bar

Estate Planning & Administration: 25th Annual Recent Developments

2010

Silicon Valley Bar Association & Santa Cruz County Estate Planning Council

The 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 Symposium

Current California Developments in Estate Planning and Administration

2010

Santa Clara County Estate Planning Council

Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships

2010

San Mateo County Bar Association

Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010

2010

Monterey Estate Planning Study Group

Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010

2009

State Bar of California, Continuing Education of the Bar

Estate Planning & Administration: 24th Annual Recent Developments

2009

Silicon Valley Bar Association & Santa Cruz County Estate Planning Council

Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010

2009

Santa Cruz County Estate Planning Council

Avoiding Potholes in the Road of Love

2009

Santa Clara University

5th Annual Jerry A. Kasner Estate Planning Symposium

2009

Santa Clara County Estate Planning Council

Annual Update

2009

San Mateo County Estate Planning Council

Estate Planning in the Brave (and Poorer) New World

2009

First National Bank Trust Department and Monterey Estate Planning Group

Estate Planning in the Brace (and Poorer) New World

2008

State Bar of California, Continuing Education of the Bar

Estate Planning and Administration: 23rd Recent Developments

2008

Silicon Valley Bar Association

Avoiding Potholes in the Road of Love

2008

Santa Cruz County Estate Planning Council & Silicon Valley Bar Association

Estate Planning in the Brave (and Poorer) New World

2008

Santa Clara University

4th Annual Jerry A. Kasner Estate Planning Symposium

2008

San Mateo County Bar Association

Changing Our Plans in 2008 New Laws, New Interpretaions and How to Handle the Transition

2008

First National Bank Trust Department and Monterey Estate Planning Group

Changing our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition

2008

California State Bar, Continuing Education of the Bar

30th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments

2007

The 12th Annual Advanced Estate Planning Symposium

Updates and Additions to Your Post Mortem Trust Administration Checklist

2007

State Bar of California, Continuing Education of the Bar

29th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments

2007

Silicon Valley Bar Association & Santa Cruz County Estate Planning Council

Changing Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition

2007

Silicon Valley Bar Association

Preventing Malpractice in the Estate Planning and Administration Arena

2007

Santa Cruz County Estate Planning Council

Changing Our Plans in 2007: New Laws, New Interpretations and How to Handle the Transition

2007

Santa Clara County Estate Planning Council

California Recent Developments

2007

San Mateo County Bar Association

Annual Update of Estate Related Cases and Laws

2007

Orange County Bar Association

Preventing Malpractice in the Estate Planning and Administration Arena

2007

Mount Diablo Estate Planning Council

Recent Developments in Federal and California Law

2007

33rd Annual Probate And Trust Conference

Quick Tips: Post Death Administration Checklist

2006

State Bar of California, Continuing Education of the Bar

Estate Planning and Administration: 21st Recent Developments

2006

State Bar of California, Continuing Education of the Bar

28th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments

2006

State Bar of California

Preventing Malpractice in the Estate Planning and Administration Arena - Tips to Sleep Soundly at Night

2006

Silicon Valley Bar Association & Santa Cruz County Estate Planning Council

Changing Our Plans in 2007: New Laws, New Interpretations and How to Handle the Transition

2006

Santa Clara University, School of Law

Recent California Case Law Developments

2006

Santa Clara County Estate Planning Council

California Recent Developments

2005

State Bar of California, Continuing Education of the Bar

Estate Planning and Administration: 20th Recent Developments

2005

Santa Cruz County Estate Planning Council & Silicon Valley Bar Association

Taxes, Trusts and Planning in Disastrous Times

2005

Santa Clara County Estate Planning Council

Significant Developments in 2005 of Interest to Estate Planners

2005

Professional Fiduciary Association of California

Reporting Duties of Trustees to Beneficiaries and Exercise of Trustee's Discretionary Powers

2004

Silicon Valley Bar Assocation & Santa Cruz County Bar Association

The Continuing Search fo WDM (Ways to Manage Death, Disability, and Dissolution)

2004

CEB

Estate Planning and Administration 19th Annual Recent Developments Program

2003

Silicon Valley Bar Association

The Good, the Bad and the Ugly - Recent Developments in Estate Planning, Trust and Tax Law

2003

Santa Cruz County Estate Planning Council

The 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 Century

2003

San Mateo County Bar Association

Update in Down Times: When the Bills Arrive

2003

Ronald McDonald House

Looking Through the Keyhole: Inside Scenes from your attorney's office

2003

California State Bar, The Continuting Education of the Bar

Estate Planning and Administration: 17th Recent Developments

2003

55th Annual Trust & Tax Forum

Northern Trust: Is There a New Trust Code in California's Future? A Comparison of the UTC with Current California Trust Laws

2002

State Bar of California, Winter Section Edcuational Institute

Joint Tenancy; What Form of Title is Right for Your Client?

2002

State Bar of California, Continuting Education of the Bar

Estate Planning and Administration: 16th Recent Developments

2002

Silicon Valley Bar Association

Looking Through the Keyhole: Inside Scenes from Your Attorney's Office

2002

Silicon Valley Bar Association

Uses and Abuses of Durable Powers of Attorney

2002

Santa Cruz County Estate Planning Council & Silicon Valley Bar Association

Update in Down Times: When the Bills Arrive

2002

Santa Cruz County Estate Planning Council

Uses and Abuses of Durable Powers of Attorney

2002

Professional Fiduciary Association of California

Uniform Prudent Investor Act and Discretionary Powers

2002

Northern Trusts 54th Annual Trust & Tax Forum

Uses and Abuses of Durable Powers of Attorney

2002

Johnson, Gaver & Leach, LLP

Recent Legislative and Case Law Developments: Tips and Tricks

2002

American Cancer Society, Sacramento

3rd Annual Estate Planning Seminar, Using the 2002 Gift and Estate Tax Changes to Your Clients' Advantage

2001

The State Bar of California

Community 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 Bar

Estate Planning and Administration: 15th Recent Developments

2001

State Bar of California, Continuing Education of the Bar

Conservatorships: The Basics

2001

Silicon Valley Bar Association

The New Minimum Distribution Rules: How They Work and How to Incorporate

2001

Santa Clara County Bar Association

The Future of the Estate Planning: When Should we Retire?

2001

Santa Clara County Bar Association

Update on Conservatorships: Probate, Dementia, Elder Abuse, LPS and Limited Conseravtorships

2001

Paralegal Association of Santa Clara County

Recent Development in California Legislation

2001

Japanese American National Museum

Managing Your Assets and Planning Your Estate to Saves Taxes and Achieve Your Goals

2000

State Bar of California, Continuing Education of the Bar

Estate Planning and Administration: 14th Recent Developments

1999

University of MIssouri - 11th Annual William F. Fratcher Trust and Estates Symposium

Antidotes for Estate Planning, Scams, Botched Trusts and Other Disasters

1999

State Bar of California, Continuing Education of the Bar

Estate Planning and Administration: 14th Recent Developments

1999

Santa Cruz County Bar Association & West Valley Bar Association

Trust Scams

1999

Santa Clara County Estate Planning Council

Living and Dying with QTIPs: Suggestions tothe New Millennium

1999

Santa Clara County Bar Association

Notification by Trustee Provision - Changes on the Horizon

1999

Professional Fiduciaries Association of California

Notification by Trustee: Statutory Analysis and Proposed Legislative Changes

1999

Northern Trust Company: The Mid Peninsula Trust Forum & Comerica Bank-California

Notification by Trustee: Statutory Analysis and Proposed Legislative Changes

1999

Estate Planning, Trust and Probate Law Section and the Taxation Section of the State Bar of California

Institute of Community Property

1999

Estate Planning Council of Stanislaus County

The Dynasty Trust: Background, State Statutes, Transfer Taxes, Creditor Protection and a Case History

1998

State Bar of California, Continuing Education of the Bar

Antidotes for Estate Planning, Scams, Botched Trusts, and Other Disasters

1998

State Bar of California, Continuing Education of the Bar

Antidotes for Estate Planning Scams, Botched Trusts and Other Disasters

1998

State Bar of California

Recent Probate and Trust Law Changes: Trust Law Changes: Trustee Notification

1998

Southern Alameda County EP Council

Trust Mills and Modifying Botched Irrevocable Trusts

1998

Santa Clara County Bar Association

Modifying Irrevocable Trusts

1998

Santa Clara County Bar Association

Law Office Management in an Active Trust and Estate Planning Practice

1998

Paralegal Association of Santa Clara County

Recent 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 It

1998

Northern California Trust Companies Association - Seventh Annual Education Program

The Unauthorized Practice of Law: A Statutory Analysis of Trustee Notification Statute

1998

IRS Collection Division & International Association of Financial Planners

Estate Planning Scams

1997

State Bar of California, Continuing Education of the Bar

Funding and Administering Revocable Trusts After a Granor's Death

1997

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Administration; 13th Annual Program

1997

State Bar of California, Continuing Education of the Bar

Recent Devlopments in Estate Planning and Administration; 12th Annual Program

1997

Santa Cruz County Bar Association

Estate Planning After Boggs

1997

Santa Clara County Estate Planning Council

Turf Wars on Working Together: An Update on Trust Mills and the Unauthorized Practice of Law

1997

Santa Clara County Bar Association

The Path Out of Boggs: ERISA and Community Property

1997

Santa Clara County Bar Association

The Impact of the U.S. Supreme Court Decision in Boggs on Estate Planning Practitioners

1997

San Mateo County Bar Association

New Probate Code Provisions on Notification of Trustee

1997

California CPA Education Foundation

The Surviving Spouse, Community Property and ERISA: The Path Out of Boggs and New Probate Code Provisions on Notification By Trustee

1997

California Center for Judicial Education & Research

The 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 Actions

1996

State Bar of California: Fall 1996 Section Education Institute

California Uniform Prudent Investor Act: A Practical Approach

1996

State Bar of California, Estate Planning, Trust and Probate Law Section: 20th Annual Fall Program

The New California Uniform Prudent Investor Act: A Practical Approach

1996

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Administration; 11th Annual Program

1996

State Bar of California, Continuing Education of the Bar

Funding and Administering Revocable Trusts After a Grantor's Death

1996

Santa Clara County Bar Association

Informal Administration: Is the Time Right for Legislative Change?

1996

Santa Clara County Bar Association

How the Uniform Prudent Investor Act (UPIA) Affects Our Estate Planning Practices

1995

State Bar of California, Continuing Education of the Bar

Funding and Administering Trusts after the Death of Trustor

1995

San Mateo County Bar Association

Informal Administration in California - A Legislative Proposal

1995

Peninsula Estate Planning Council

The Marketing of Living Trus by Non Attorneys

1995

American College of Trust and Estate Counsel, Western Regional Meeting

Legislative Proposal for Informal Administration in California

1994

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Administration; 9th Annual Program

1994

State Bar of California

Post Mortem Checklist; 18th Annual Fall Program

1994

State Bar of California

A Checklist for Adminstration of Living Trusts Following the Death of a Trustor; Fall Section Education Institute

1994

Stanislaus County Estate Planning Council

Post Mortem Trust Administration

1994

California Certified Public Accountants, Education Foundation: 45th Annual Tax Accouting Conference

Post Mortem Planning

1993

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Administration; 8th Annual Program

1993

State Bar of California, Continuing Education of the Bar

Estate Planning for the Unmarried

1992

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Administration; 7th Annual Program

1991

State Bar of California, Section on Estate Planning, Probate and Trust Law

Selected Current Case Developments; 15th Annual Fall Program

1991

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Adminstration; 6th Annual Program

1991

Santa Clara County Bar Association

Ablamis Special

1990

State Bar of California, Continuing Education of the Bar

Recent Developments in Estate Planning and Administration; 5th Annual Program

1989

Santa Clara County Estate Planning Council

Postmortem Tax Planning

1988

State Bar of California, Continuing Education of the Bar

Drafting Wills

1987

The Rutter Group

Handling Spousal Set Asides and Summary Administration under the New Probate Code

1987

Santa Clara County Bar Association

Planning and Administration under the new trust law

Publications

2003

State Bar of California Additional Property Transfer Obstacles for Married Persons and Reistered Domestic Partners

2000

California Trust & Estate Quarterly Is There a New Trust Code in California's Future?-A Comparison of the Recently Adopted Uniform Trust Code with Current California Trust Laws

1997

California State Bar Trusts and Estates Quarterly A Report on the Oral Argument Before the U.S. Supreme Court in Boggs v. Boggs

1997

California State Bar Trusts and Estates Quarterly U.S. Supreme Court Rules that ERISA Preempts Testamentary Rights Under State Community Property Laws

1996

20th Annual Program of the State Bar of California's Section on Estate Planning, Trust and Probate Law The New California Uniform Prudent Investor Act: A Practical Approach

1996

CEB's Action Guide Handling Post Mortem Trust Administration: A Checklist

1994

18th Annual Program of the State Bar of California's Section on Estate Planning, Probate and Trust Law Post Mortem Trust Administration Checklist

1992

Estate Planning, Trust and Probate Law News 5000-5032: Non-Probate Transfers of Community Property - The Legislature's Answer to the Supreme Court

1991

15th Annual Program of the State Bar of California's Section on Estate Planning, Probate and Trust Law Selected Recent Case Developments

1991

Estate Planning, Trust and Probate News Litigation Alert: Ablamis v. Roper

1988

Estate Planning, Trust and Probate News of the State Bar of California PROBATE checklist
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