2502 Stevens Creek Boulevard, San Jose, CA 95128
140 Town and Country Drive, Suite A, Danville, CA 94526

CALL FOR A CONSULTATION

925-233-4399 or 408-290-7210

Patrick A. Kohlmann

pac

PRACTICE

Estate Planning,Probate, and Trust Administration
Trust and Estate Litigation, Conservatorship, and Guardianship
2502 Stevens Creek Blvd.
San Jose, CA 95128
Telephone (408) 998-9500
Fax (408) 998-9700
Email pkohlmann@tcklawfirm.com

EDUCATION, HONORS:

ADMISSION:

  • Northern District Court of Appeals, Ninth Circuit, 2001

MEMBER:

 

EXPERIENCE:

Patrick A. Kohlmann, JD, CPA specializes in the areas of estate planning, business planning, trust and decedent’s estate administration, probate, elder law planning, conservatorships, and related litigation.

Mr. Kohlmann’s estate planning practice includes the preparation of revocable and irrevocable trusts, wills, powers of attorney, special needs trusts, and charitable trusts for his clients, and counseling on family wealth transfer. His business planning practice includes small business counseling, formation of business entities including limited liability companies, partnerships and corporations, and the preparation of buy-sell agreements. Mr. Kohlmann’s administration practice includes trustee representation, tax planning, federal estate and gift tax return preparation, and complex trust and estate accountings. Mr. Kohlmann’s litigation practice includes all forms of trust and estate litigation. Mr. Kohlmann also specializes in probate conservatorships, and has been appointed by the court as private counsel for conservatees in numerous complex conservatorship cases.

Mr. Kohlmann was Chair of The State Bar of California’s Executive Committee, Trusts and Estates Section from 2015-2016 and continues to serve on the Executive Committee, allowing him to be actively involved in monitoring, drafting, and critiquing all legislation which affects trusts and estates practitioners, clients, and the general public. He is a member of the Judicial Council’s Probate and Mental Health Advisory Committee, a Fellow of the American College of Trust and Estates Counsel, and is a Northern California “Super Lawyer.” He is also recognized by his peers as a Best Attorney in America (Best Lawyers®).

Mr. Kohlmann frequently lectures at professional education programs for the State Bar of California, the Continuing Education of the Bar, and other professional organizations. He has published a variety of articles on estate planning, probate, and trust law.

PRACTICE:

“To learn more about Mr. Kohlmann’s practice, please see his complete CV.”

Estate planning, business planning, trust and decedent’s estate administration, probate and elder law planning, conservatorships, and related litigation.

LECTURES:

PROFESSIONAL HONORS/ PUBLISHED ARTICLES:

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