"Are You Ready for it?
Recent Developments in
Trust and Estate Law"
Presented by:
James P. Cilley, Esq.
Patrick A. Kohlmann, Esq.
Erin A. Norcia, Esq.
Temmerman, Cilley, Kohlmann & Norcia, LLP
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A Special Thanks to Our Event Sponsor
tricerainer@rainerwm.com
(925) 217-4280
emintzer@rainerwm.com
Presentation Summary:
Learning Objectives:
About Our Speakers:
James P. Cilley is certified as a Specialist in trust and estate litigation, fiduciary disputes, and elder abuse actions by the California State Bar Board of Legal Specialization. As the senior litigation partner at Temmerman, Cilley, Kohlmann & Norcia, LLP, Mr. Cilley's practice involves will and trust contests, elder abuse, fiduciary accounting, fiduciary removal and surcharge, breach of fiduciary duty, constructive and resulting trusts, interpretation of testamentary instruments, creditor's claims, conservatorships, and related appeals. Mr. Cilley handles every stage of litigation, including pre-lawsuit negotiation, discovery, law and motion, settlement negotiations, mediation, trial, and appeals. In addition to his exceptional legal services, Mr. Cilley serves as an expert witness on a wide range of legal issues supported by current and relevant case law, statutes, and secondary resources. Mr. Cilley also serves as a mediator in trusts and estates related disputes.
Patrick A. Kohlmann is the managing partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. He specializes in the areas of estate and business planning, trust and decedent's estate administration, probate, conservatorships, and related trust and estate litigation. Patrick served on the Executive Committee of the Trusts and Estates Section of the State Bar of California (TEXCOM) from 2008-2019 including a stint as TEXCOM Chair. He is a Fellow of the American College of Trust and Estates Counsel, consistently been named a Northern California “Super Lawyer”, and for the last few years has been voted as one of the SuperLawyers top 100 lawyers in Northern California (2021-2023). Patrick is also a CPA and an avid marathoner.
Erin A. Norcia is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. Her practice focuses on trust, probate, and conservatorship litigation and related civil litigation. In 2019, Erin was elected on to the California Lawyers Association Trusts and Estates Executive Committee which reviews and proposes revisions to the California Probate Code, and she is an editor of the California Trusts and Estates Quarterly scholarly journal. In 2022, Erin was selected as a Fellow of the American College of Trust and Estate Counsel (ACETC). Ms. Norcia is also an Adjunct Professor of the Wills & Trusts Course at Santa Clara University School of Law.
NEW LOCATION
The Garden, 1719 Bonanza St, Walnut Creek, CA 94596
Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.
5:30pm - Networking & Reception
6:30pm - Buffet Dinner
6:45pm - Welcome & Announcements
7:00pm - Speaker Presentation
8:00pm - Meeting Close
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Complimentary Networking Event @ Headlands Brewery
Wednesday, April 3, 2024 from 4pm to 6pm
