Thursday, January 18th, 2024
In Person ONLY at 12:00pm

Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403

IN PERSON ONLY

***Note that this is a 90-minute presentation. Therefore, the speakers will begin promptly at 12:00pm. ***

About Our Speakers:

Steven P. Braccini is a fellow in the American College of Trust and Estate Counsel (ACTEC).  He is the Managing Partner of Sheppard, Mullin, Richter & Hampton LLP’s Silicon Valley Office and is a member of his Firm’s Business Trial Practice Group.  Mr. Braccini’s practice focuses on trust, probate and conservatorship litigation including, but not limited to: Will contests, Trust contests, removal and surcharge actions, contested conservatorships, accounting disputes, financial elder abuse actions, reformation or modification actions, tax controversy, and related “civil” claims. Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. 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 (TEXCOM) of the State Bar of California (now CLA) from 2015-2016, and served on TEXCOM from 2008-2019. He is a Fellow of the American College of Trust and Estates Counsel, was formerly a member of the Judicial Council’s Probate and Mental Health Advisory Committee, and has consistently been named a Northern California “Super Lawyer,” including being voted as one of the top 100 lawyers in Northern California (2021, 2022 and 2023).

John Prokey is a partner of Ramsbacher Prokey Leonard LLP. Mr. Prokey’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of Mr. Prokey’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. Mr. Prokey also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations.

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon and $65 for non-members for the luncheon. Cost includes lunch and 1.5 hour of General Law MCLE for event attendees. 

Monday, January 15th is the deadline for requesting a refund.

For questions about this event, please email smcba@gryphonevents.com.

Directions:

San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

For in person cancellations, the cancellation must be received ONE WEEK BEFORE the event. If you do not cancel within one week prior to the event or do not show up to the event, you will be charged the full amount.