4/19/23 Estate Planning Council of Diablo Valley IN PERSON Joint Council Meeting

  • Wednesday, April 19, 2023
  • 6:00 PM - 8:00 PM
  • Lafayette Park Hotel 3287 Mount Diablo Boulevard, Lafayette, CA 94549


  • Active Member of EPC Diablo Valley
  • Current Council Member of any Estate Planning Council

PO Box 245, Walnut Creek, CA 94596

T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com

Wednesday, April 19, 2023

"2022 In Review: Please

Please Hold While I Try That


Presented by:
Patrick A. Kohlmann, Esq.
Erin A. Norcia, Esq.
Jennifer F. Scharre, Esq.
Temmermen, Cilley & Kohlmann, LLP

Special Thanks to our Event Sponsor

Hillendale Home Care | Alzheimer's Care Walnut Creek, CA - WE ARE OPEN

Francesca Vogel, Home Care Director, LinkedIn

francesca@hillendale.net   |    925-391-4524   | Visit Our Website

Interested in Becoming a Sponsor? CLICK HERE


April 19, 2023

Lafayette Park Hotel

3287 Mount Diablo Boulevard, Lafayette, CA 94549

6:00pm- Networking & Appetizers

6:45pm- Welcome &


7:00pm- Speaker Presentation

8:00pm - Meeting Close

Member Cost 


Joint EPC Council Member:


Guest Cost:


Please note all reservations and cancellations MUST be made no

later than 2pm the Monday before the monthly meeting.

Refunds will not be granted to cancellations that are received

after April 17th at 12pm.

All cancellation requests need

to be made in writing to EPCDiabloValley@gmail.com




Special Thanks to our Member Supporters

C. Joseph Doherty
Gagen McCoy

Heather Hamilton
Fiduciary Accounting Services, LLC

Kirsten Howe, Esq. 
Absolute Trust Counsel

Kyle Johnston, Esq.
Bank of America Private Bank

Michael Low
Doyle Low LLP

Elizabeth Mintzer, CFP®
Rainer Wealth Management

Stacie Nelson, Esq.
Holland and Knight

Lisa Soloway
Soloway Fiduciaries, Inc.

Tiffany Sutton-McFarland

Steve Way, CLU®, ChFC®
Way Financial


Presentation Summary:

Participants will learn about the new developments in California Trusts and Estates law that could impact their practice and create issues for their clients. The speakers will discuss these updates as well as best practices given these changes.

About Our Speakers:

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, property tax planning, 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.

Erin A. Norcia is a partner at Temmerman, Cilley & Kohlmann, LLP. She joined the firm in 2005. Ms. Norcia's practice focuses on trust, probate, and conservatorship litigation, including but not limited to will contests, trust contests, financial elder abuse, fiduciary removal and surcharge, accounting disputes, reformation, modification, and interpretation of estate planning documents, disputed real property claims, contested conservatorships, and related civil litigation.

Ms. Norcia handles every stage of litigation, including pre-lawsuit negotiation, discovery, law and motion, mediation, arbitration, early neutral evaluation, trial, and appeal. Ms. Norcia is admitted to practice law in all superior courts of California, all appellate courts of California, the Supreme Court of California, and all federal district courts in California.

Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.

Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.

Learning Objectives:

  • Participants will learn about recent developments in the area of California Trusts and Estates law. 
  • Participants will see how real world application of estate planning principles impact litigation.
  • Participants will learn about new tax issues that may be relevant for their clients.

Upcoming Events

Wednesday, May 17, 2023 6pm to 8pm *IN PERSON*

"Proposition 19: Two Years Later"

Presented by: Robert (Bob) D. Vale & Roxanne T. Jen

McDowall Cotter, APC


Estate Planning Council Diablo Valley | EPCDV.org

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