May 2021 Chapter Meeting  (Online)

  

Property Taxes: A Primer on Proposition 19

Speaker: Patrick Kohlmann of Temmerman, Cilley & Kohlmann

Featured Partner:  Mike Ryan, Michael Ryan & Associates

**The first 10 people to register for this meeting will receive a copy of The Last Things We Talk About: Your Guide to End of Life Transitions, written by FPASV chapter and board member Rev. Dr. Elizabeth Boatwright, CFP®.**

Meeting Description

Now that Proposition 19 has passed and the April deadline has passed for transferring property under the old rules, learn the ins and outs of this new proposition as well as several mitigations for your clients. Patrick Kohlmann of Temmerman, Cilley & Kohlmann will walk us through how this new proposition has shifted the estate planning landscape.

**You will receive login information in a reminder the week of the meeting. Contact Susan Adams if you do not receive it.

1.0 hour CFP CE will be available for this session, pending approval by the CFP Board.

**You will need to be logged into your computer or Zoom app to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer.

Speaker Biography

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, 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.

Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section of the State Bar of California (TEXCOM) from 2015-2016, and served on the Executive Committee from 2008-2019. He was also formerly a member of the Judicial Council’s Probate and Mental Health Advisory Committee. Patrick is a Fellow of the American College of Trust and Estates Counsel, and has consistently been named a Northern California “Super Lawyer.” Patrick is a CPA, and practiced public accounting before becoming an attorney. He is recognized by his peers as a Best Attorney in America (Best Lawyers®).

Pricing and Registration       

• FPA Members:  $25
• Non-Members:  $75
• UCSC Extension Students:  $10
  

No refunds after 3:00 pm, Thursday, May 13th.

Register Now!