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Key Developments in Estate Planning 2019

This program is an annual review of the changes that are most significant to California trusts and estates practitioners. The panelists analyze the key developments of 2019, including new legislation and court decisions. This excellent program provides 1.5 hours of MCLE credit, including specialization credit in estate planning, trust and probate law.

 

1.5 Hours MCLE Credit

Specialization: Estate Planning, Trust and Probate Law

This program is an annual review of the changes that are most significant to California trusts and estates practitioners. The panelists analyze the key developments of 2019, including new legislation and court decisions. This excellent program provides 1.5 hours of MCLE credit, including specialization credit in estate planning, trust and probate law.

This program is appropriate for all levels.

On Demand 200104-191

Recorded January 2020

 

This program is an annual review of the changes that are most significant to California trusts and estates practitioners. The panelists analyze the key developments of 2019, including new legislation and court decisions. This excellent program provides 1.5 hours of MCLE credit, including specialization credit in estate planning, trust and probate law.

This program is appropriate for all levels.

PATRICK A. KOHLMANN

PATRICK A. KOHLMANN

PATRICK A. KOHLMANN, Temmerman, Cilley & Kohlmann LLP, San Jose, is a specialist certified by the California State Bar Board of Legal Specialization in estate planning, trusts, and probate. Mr. Kohlmann is also a fellow of the American College of Trust and Estate Counsel (ACTEC). Mr. Kohlmann practices in the areas of estate planning, business planning, trust and decedent’s estate administration, probate, elder law planning, conservatorships, and related litigation. In addition to practicing as an attorney, Mr. Kohlmann is also licensed as a CPA by the California State Board of Accountancy. His combined legal and accounting experience extends more than 19 years. Mr. Kohlmann also serves as an expert witness and consultant on a wide range of estate planning and related issues. He has also served as a judge pro tempore for the Santa Clara County Superior Court. Mr. Kohlmann frequently lectures and has published a variety of articles on estate planning, probate, and trust law.

MELISSA R. KARLSTEN

MELISSA R. KARLSTEN

MELISSA R. KARLSTEN, is a shareholder of Aaron, Riechert, Carpol & Riffle, Redwood City, and has been practicing in the area of Estate Planning, Trust and Probate Law since 2002. The State Bar of California Board of Legal Specialization has certified Ms. Karlsten as a specialist in Estate Planning, Trust, and Probate Law. She has also trained as a mediator.

Ms. Karlsten is a native of the Bay Area. She attended St. Ignatius College Preparatory in San Francisco. After high school, she earned a B.A. in English Literature from Santa Clara University where she graduated Cum Laude in 1997. After teaching second grade at a San Jose grammar school, she went on to earn her J.D. at the University of San Francisco School of Law in 2002, where she also graduated Cum Laude. At U.S.F., Ms. Karlsten was a member of the McAuliffe Honor Society and served as the technical editor for the USF Law Review. In 1999, she received the CALI award for Legal Research and Writing.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Estate Planning
By Year 2020
By Month January
SPECIALIZATION Estate Planning, Trust and Probate Law
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Estate Planning
By Year 2020
By Month January
SPECIALIZATION Estate Planning, Trust and Probate Law