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• 4/23/25 Estate Planning Council of Diablo Valley JOINT COUNCIL Dinner Meeting ORINDA COUNTRY CLUB

  • When
    Wednesday, April 23, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    36 registrants

  Register

  

  ♫ H-O-T-T-O-G-O ♫ Estate Law Updates You Should Know ♫

  
  

  Presented by
  James P. Cilley
  Patrick A. Kohlmann
  Erin A. Norcia
  Temmerman, Cilley, Kohlmann & Norcia, LLP

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  A Special Thanks to Our Event Sponsor
  
  
  

  Tiffany Sutton

  Realtor, Senior Certified Agent, Probate/Trust Certified Agent

  tiffany@therealtortiff.com

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  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:

  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 "Super Lawyers" 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 served as Editor-in-Chief 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.

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  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close - Feel Welcome to Stay and Network

  
  

  Member Registration (through 4/23)	$90 / ($100 after 4/23)
  Joint Council Member Registration (through 4/23)	$90 / ($100 after 4/23)
  Guest Registration (through 4/23)	$110 / ($120 after 4/23)

  
  Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter.  All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com

  
  

  JOIN EPCDV TODAY!

  RENEW YOUR MEMBERSHIP NOW

  BECOME A SPONSOR/PARTNER

  
  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, April 2, 2025 from 4pm to 6pm

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• 5/7/25 EPCDV Networking Event

  • When
    Wednesday, May 07, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    39
  • Registered
    1 registrant

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, May 7, 2025 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Jessica Colbert, Esq. 925.943.2740 jessica@absolutetrustcounsel.com www.absolutetrustcounsel.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 6/4/25 EPCDV Networking Event

  • When
    Wednesday, June 04, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    39
  • Registered
    1 registrant

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, June 4, 2025 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Anne Shim, AEP®, CFP®, EA 323-327-7829 ashim@masonlifeplanning.com www.masonlifeplanning.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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