Robert E. Temmerman, Jr.

Top rated estate planning & probate attorney in San Jose, California

Temmerman, Cilley & Kohlmann, LLP
Robert E. Temmerman, Jr.
Temmerman, Cilley & Kohlmann, LLP

Practice Areas: Estate planning & probate, Tax, Closely held business; view more

Licensed in California since: 1980

Education: Santa Clara University School of Law

Selected to Super Lawyers: 2004 - 2023

Temmerman, Cilley & Kohlmann, LLP

2502 Stevens Creek Blvd.
San Jose, CA 95128 Visit website

Details

A co-founder of Temmerman, Cilley & Kohlmann, LLP, Robert E. Temmerman, Jr., focuses his practice on estate planning, trust and estate administration, and related litigation. With clients throughout Santa Clara and Contra Costa counties, he has been certified as a specialist in estate planning, trust and probate law by The State Bar of California Board of Legal Specialization. The quality of Mr. Temmerman's work and the respect he has accordingly received from his fellow attorneys have resulted in him being awarded an AV Preeminent* peer review rating through Martindale-Hubbell. He has also been selected for inclusion in the Best Lawyers in America.

Mr. Temmerman has prepared and reviewed a wide variety of estate planning documents, including wills, trusts, and financial and health care powers of attorney. He places a particular focus on the preservation and protection of sizable estates. In his estate administration practice, Mr. Temmerman has prepared federal estate and gift tax returns, assisted in complex estate accountings and handled litigation involving breaches of fiduciary duty. His experience also encompasses conservatorships and incapacity planning.

Mr. Temmerman has served on the executive committee for what is now known as the Trusts and Estates Section of the California Lawyers Association. Other of his professional memberships have included the Santa Clara County Bar Association and The American College of Trust and Estate Counsel. Mr. Temmerman's community involvement has included serving on the board of directors of the Centre for Living with Dying. Admitted to practice before all California state courts, he is also admitted to practice before several federal courts, including the U.S. Court of Appeals for the 9th Circuit, the U.S. Tax Court and the Supreme Court of the United States. He received his Juris Doctor magna cum laude in 1980 from Santa Clara University School of Law.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Rating™ fall into two categories – legal ability and general ethical standards.

Practice areas

Estate planning & probate, Tax: business, Closely held business

Focus areas

Estate planning, Probate & estate administration, Trusts, Wills

  • 50% Estate planning & probate
  • 40% Tax: business
  • 10% Closely held business

First Admitted: 1980, California

Professional Webpage: https://www.tcklawfirm.com/attorney/robert-e-temmerman-jr/

Pro bono/Community Service:
  • Past member, Board of Directors, Center for Living with Dying, 1980-1991
  • Senior Member, National Ski Patrol Association, 1980-1992
  • Past member, Board of Directors, Santa Clara Chapter, American Heart Association, 1981-1985
  • Member and Advisor, Resource Development Council of the Bay Area Lupus Foundation,1993-1995
  • Member and Treasurer, Indian Princesses: Loma Costanoan Chapter, 1994-2002
  • Member and Treasurer, Indian Guides: Loma Costanoan Chapter, 1998-2002
  • Assistant Cycle Coach, Leukemia and Lymphoma Society in Team in Training Program,2004 - Present
  • Fellow of the American College of Trust and Estate Counsel, 1992 - Present
  • California State Chair of the American College of Trust and Estate Counsel, 2011-2015
Honors/Awards:
  • Certificate of Service awarded by the Superior Court of the County of Santa Clara, 1989-2002
  • Certificate of Specialization, Senior Adults Legal Services in recognition of 10 years of Pro Bono Services
  •  AV Preeminent Peer Review Rated, Martindale-Hubbell
  • Super Lawyer, Northern California Super Lawyers
  • Best Lawyer, U.S. News & World Report and Best Lawyers
  • One of the top 100 attorneys in Northern California, 2010
Scholarly Lectures/Writings:
  • 08/10/98, Speaker, Trust Mills and Modifying the Botched Irrevocable Trusts, Southern Alameda County EP Council
  • 08/21/98, Speaker, Estate Planning Scams, International Association of Financial Planners
  • 05/27/98, Speaker, Modifying Irrevocable Trusts, Santa Clara County Bar Association
  • 03/21/98, Moderator and Speaker, Antidotes for Estate Planning, Scams, Botched Trusts, and Other Disasters, Continuing Education of the Bar (CEB)
  • 03/13/98, Moderator and Speaker, Antidotes for Estate Planning, Scams, Botched Trusts, and Other Disasters, Continuing Education of the Bar (CEB)
  • 03/04/98, Moderator and Speaker, Antidotes for Estate Planning, Scams, Botched Trusts, and Other Disasters, Continuing Education of the Bar (CEB)
  • 11/25/97, Speaker, The Surviving Spouse, Community Property and ERISA: The Path Out of Boggs and New Probate Code Provisions on Notification By Trustee, California CPA Education Foundation
  • 11/24/97, Speaker, The Surviving Spouse, Community Property and ERISA: The Path Out of Boggs and New Probate Code Provisions on Notification By Trustee, California CPA Education Foundation
  • Speaker, San Mateo County Estate Planning Council, The Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice
  • Speaker, Santa Cruz County Estate Planning Council, The Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice
  • Speaker, California Certified Public Accountants, Education Foundation: 45th Annual Tax Accounting Conference, Post Mortem Planning, 11/20/94, 11/21/94
  • Speaker, SVBA, The Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning from the Precipice
  • Speaker, Stanislaus County Estate Planning Council, Post Mortem Trust Administration, 11/10/94
  • Speaker, San Mateo County Estate Planning Council, Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse.” Welcome to Tax Planning 2012
  • Moderator and Speaker, State Bar of California, A Checklist for Administration of Living Trusts Following the Death of a Trustor; Fall Section Education Institute, 11/05/94
  • Speaker, Santa Cruz County Estate Planning Council, Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse.” Welcome to Tax Planning 2012
  • Speaker and moderator, SVBA, Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse.” Welcome to Tax Planning 2012
  • Moderator and Speaker, State Bar of California, Post Mortem Checklist; 18th Annual Fall Program, 10/28/94, 10/29/94
  • Speaker, Professional Fiduciary Association of California, The Ethical Conundrum: Damned If You Do…damned If You Don't
  • Speaker, SVBA, Preventing Malpractice in the Estate Planning and Administration Arena – Tips to Sleep Soundly At Night
  • Moderator and Panelist, Continuing Education of the Bar, Recent Developments in Estate Planning and Administration; 9th Annual Program, 1/12/94, 1/29/94
  • Speaker and moderator, SVBA, The 2011 Tax Law: Guess Work and Other Challenges
  • Speaker, Continuing Education of the Bar, Estate Planning for the Unmarried, 3/19/93, 3/20/93, 3/26/93, 3/27/93
  • Speaker and moderator, Monterey Estate Planning Study Group and CPE Forum, The Giants Won the World Series And How Much Quack Did We Get from a Lame Duck?
  • Moderator and Panelist, Continuing Education of the Bar, Recent Developments in Estate Planning and Administration; 8th Annual Program, 1/10/93, 1/23/93
  • Moderator and Panelist, Continuing Education of the Bar, Recent Developments in Estate Planning and Administration; 7th Annual Program, 1/22/92, 1/25/92
  • Panelist, State Bar of California, Section on Estate Planning, Probate and Trust Law, Selected Current Case Developments; 15th Annual Fall Program, 10/19/91
  • Panelist, State Bar of California, Section on estate Planning, Probate and Trust Law, Selected Current Case Developments, 9/15/91, 10/12/91
  • Lecturer, Santa Clara County Bar Association, Ablamis Special, 8/28/91
  • Moderator and Panelist, Continuing Education of the Bar, Recent Developments in Estate Planning and Administration; 6th Annual Program, 1/23/91, 2/2/91
  • Moderator and Panelist, Continuing Education of the Bar, Recent Developments in Estate Planning and Administration; 5th Annual Program, 1/11/90, 1/27/90
  • Moderator Panelist, Santa Clara County Estate Planning Counsel, Postmortem Tax Planning, 4/17/89
  • Panelist, Continuing Education of the Bar, Drafting Wills, 1988
  • Panelist, Santa Clara County Bar Association, Planning and Administration under the New Trust Law, 7/15/87
  • Panelist, The Rutter Group, Handling Spousal Set Asides and Summary Administration under the New Probate Code, 1987
  • Quick Tips: Post Death Administration Checklist, 33rd Annual Probate and Trust Conference, 10/12/07
  • Preventing Malpractice in the Estate Planning and Administration Arena – Tips to Sleep Soundly At Night, Orange County Bar Association, 10/04/07
  • California Recent Developments, Santa Clara County Estate Planning Council, 05/21/07
  • 29th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments, CEB, 05/18/07
  • Speaker, New Probate Code Provisions on Notification of Trustee, San Mateo County Bar Association, San Mateo, CA, 11/21/97
  • Preventing Malpractice in the Estate Planning and Administration Arena, Silicon Valley Bar Association, 02/06/07
  • Speaker, Santa Cruz County Bar Association, Estate Planning After Boggs, Santa Cruz, CA, 09/17/97
  • Annual Update of Estate Related cases and Laws, San Mateo County Bar Association, 01/23/07
  • Speaker, The Impact of the U.S. Supreme Court Decision in Boggs on Estate Planning Practitioners, Santa Clara County Bar Association, San Jose, CA, 04/23/97
  • Speaker, 55 Annual Trust & Tax Forum: Is There a New Trust Code in California’s Future? A Comparison of the UTC with Current California Trust Laws, Northern Trust, Los Angeles, Westwood, CA, 05/22/03
  • Recent Developments in Federal and California Law, Mount Diablo Estate Planning Council, 01/17/07
  • Speaker, The Path Out of Boggs: ERISA and Community Property, Santa Clara County Bar Association, San Jose, CA, 08/26/97
  • Changing Our Plans in 2007 : New Laws, New Interpretations and How to Handle the Transition, Santa Cruz County Estate Planning Council, 01/11/07
  • Speaker, Turf Wars on Working Together: An Update on Trust Mills and the Unauthorized Practice of Law, Santa Clara County Estate Planning Council, San Jose, CA, 05/19/97
  • Speaker, 55 Annual Trust & Tax Forum: Is There a New Trust Code in California’s Future? A Comparison of the UTC with Current California Trust Laws, Northern Trust, Pasadena, CA, 05/22/03
  • Changing Our Plans in 2007 : New Laws, New Interpretations and How to Handle the Transition, Silicon Valley Bar Association, 12/20/06
  • Speaker, The 1998 California Probate & Mental Health Institute: Probate 201: An In-Depth Analysis of Substituted Judgment, Heggstad Petitions and Post Mortem Trust Funding, Modification of Irrevocable Trusts, Will and Trust Contest and Declaratory Relief Actions, California Center for Judicial Education & Research, San Luis, Obispo, CA, 02/19/97
  • Speaker, 55 Annual Trust & Tax Forum: Is There a New Trust Code in California’s Future? A Comparison of the UTC with Current California Trust Laws, Northern Trust, Newport Beach, CA, 05/21/03
  • Changing Our Plans in 2007 : New Laws, New Interpretations and How to Handle the Transition, Santa Cruz County Estate Planning Council, 12/20/06
  • Moderator and Speaker, Recent Developments in Estate Planning and Administration, 12th Annual Program, Continuing Education of the Bar, Santa Clara, CA, 01/29/97
  • Speaker, 55 Annual Trust & Tax Forum: Is There a New Trust Code in California’s Future? A Comparison of the UTC with Current California Trust Laws, Northern Trust, San Diego, CA, 05/20/03
  • Recent California Case Law Developments, Santa Clara University, School of Law, 10/10/06
  • Moderator and Speaker, Recent Developments in Estate Planning and Administration, 13th Annual Program, Continuing Education of the Bar, Monterey, CA, 01/24/97
  • Speaker, Update in Down Times: When the Bills Arrive, San Mateo County Bar Association, San Mateo, CA, 02/18/03
  • Preventing Malpractice in the Estate Planning and Administration Arena – Tips to Sleep Soundly At Night, State Bar of California, 10/08/06
  • Moderator and Speaker, Recent Developments in Estate Planning and Administration, 13th Annual Program, Continuing Education of the Bar, Sunnyvale, CA, 01/21/97
  • Speaker and Moderator, Estate Planning and Administration: 17th Recent Developments, CEB, Sunnyvale, CA, 01/30/03
  • 28th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments, CEB, 05/19/06
  • Moderator and Speaker, Funding and Administering Revocable Trusts After a Grantor's Death, Continuing Education of the Bar, San Francisco, CA, 01/16/97
  • Speaker, Update in Down Times: When the Bills Arrive, Santa Cruz County Estate Planning Council, Santa Cruz, CA, 12/18/02
  • California Recent Developments, Santa Clara County Estate Planning Council, 05/15/06
  • Moderator and Speaker, Recent Developments in Estate Planning and Administration, 12th Annual Program, Continuing Education of the Bar, Monterey, CA, 01/11/97
  • Estate Planning and Administration: 21st Recent Developments, CEB, 01/26/06
  • Moderator and Speaker, Funding and Administering Revocable Trusts After a Grantor's Death, Continuing Education of the Bar, Sacramento, CA, 12/12/96
  • Speaker, Update in Down Times: When the Bills Arrive, Silicon Valley Bar Association, Santa Clara, CA, 12/18/02
  • Taxes, Trusts and Planning in Disastrous Times, Santa Cruz County Estate Planning Council, 12/21/05
  • Moderator and Speaker, Funding and Administering Revocable Trusts After a Grantor's Death, Continuing Education of the Bar, Santa Clara, CA, 12/07/96
  • Speaker, 3 Annual Estate Planning Seminar: Using the 2002 Gift and Estate Tax Changes to Your Clients’ Advantage, American Cancer Society, Sacramento, CA, 10/23/02
  • Taxes, Trusts and Planning in Disastrous Times, Silicon Valley Bar Association, 12/13/05
  • Speaker, Education Institute California Uniform Prudent Investor Act: A Practical Approach, State Bar of California: Fall 1996 Section, Rancho, Mirage, CA, 11/08/96
  • Speaker, Uses and Abuses of Durable Power of Attorney, Santa Cruz County Estate Planning Council, Santa Cruz, CA, Santa Cruz, CA
  • Significant Developments in 2005 of Interest to Estate Planners, Santa Clara County Estate Planning Council, 05/16/05
  • Speaker, The New California Uniform Prudent Investor Act: A Practical Approach, State Bar of California, Estate Planning, Trust and Probate Law Section: 20th Annual Fall Program, Los Angeles, CA, 11/02/96
  • Looking Through the Keyhole: Inside Scenes from Your Attorney’s Office, Ronald McDonald House, San Jose, CA, 10/09/02
  • Reporting Duties of Trustees to Beneficiaries and Exercise of Trustee’s Discretionary Powers, Professional Fiduciary Association of California, 05/03/05
  • Speaker, The New California Uniform Prudent Investor Act: A Practical Approach, State Bar of California, Estate Planning, Trust and Probate Law Section: 20th Annual Fall Program, Redwood, City, CA, 10/31/96
  • Speaker, Uses and Abuses of Durable Power of Attorneys: Building Flexibility into the Estate Plan, Silicon Valley Bar Association, Santa Clara, CA, 05/15/02
  • Estate Planning and Administration: 20th Recent Developments, CEB, 01/21/05
  • Speaker, How the Uniform Prudent Investor Act (UPIA) Affects Our Estate Planning Practices, Santa Clara County Bar Association, San Jose, CA, 05/22/96
  • Speaker, 54 Annual Trust and Tax Forum: Uses and Abuses of Durable Power of Attorneys, Northern Trust of California, Newport Beach, CA, 05/09/02
  • The Continuing Search for WDM (Ways to Manage Death, Disability and Dissolution), Silicon Valley Bar Association, 12/15/04
  • Moderator and Panelist, Recent Developments in Estate Planning and Administration, 11th Annual Program, Continuing Education of the Bar, Monterey, CA, 01/27/96
  • Speaker, 54 Annual Trust and Tax Forum: Uses and Abuses of Durable Power of Attorneys, Northern Trust of California, San Diego, CA, 05/08/02
  • The Continuing Search for WDM (Ways to Manage Death, Disability and Dissolution), Santa Cruz County Bar Association, 12/15/04
  • Speaker, Informal Administration: Is the Time Right for Legislative Change?, Santa Clara County Bar Association, San Jose, CA, 01/17/96
  • Speaker, 54 Annual Trust and Tax Forum: Uses and Abuses of Durable Power of Attorneys, Northern Trust of California, West Los Angeles and Pasadena, CA, 05/07/02
  • Estate Planning and Administration: 19th Recent Developments, CEB, 01/23/04
  • Moderator and Panelist, Recent Developments in Estate Planning and Administration, 11th Annual Program, Continuing Education of the Bar, Sunnyvale, CA, 01/09/96
  • Speaker, Uniform Prudent Investor Act and Discretionary Powers, Professional Fiduciary Association of California, San Mateo, CA, 05/01/02
  • The Good, the Bad and the Ugly, Silicon Valley Bar Association, 12/17/03
  • Speaker, Informal Administration in California – A Legislative Proposal, San Mateo County Bar Association, San Mateo, CA, 11/17/95
  • Speaker, Recent Legislative and Case Law Developments: Tips and Tricks, Johnson, Gaver & Leach, LLP, Monterey, CA, 02/08/02
  • The Million Dollar Filing Fee “The Mike, Jim & Bob Report”, Santa Cruz County Estate Planning Council, 12/17/03
  • Speaker, The Marketing of Living Trust by Non Attorneys, Peninsula Estate Planning Council, Belmont, CA, 10/11/95
  • Moderator and Speaker, Estate Planning and Administration: 16 Recent Developments, CEB, Palo Alto, CA, 01/25/02
  • Elder Abuse: The Domestic Violence and Financial Embezzlement Problem of the 21st Century, State Bar of California, 10/24/03
  • Panelist, Legislative Proposal for Informal Administration in California, American College of Trust and Estate Counsel (Western Regional Meeting), San Francisco, CA, 1995
  • Elder Abuse: The Domestic Violence and Financial Embezzlement Problem of the 21st Century, Santa Clara County Estate Planning Council, 09/15/03
  • Moderator and Panelist, Funding and Administering Trusts after the Death of the Trustor, Continuing Education of the Bar, Sacramento, CA, 03/25/95
  • Elder Abuse: The Domestic Violence and Financial Embezzlement Problem of the 21st Century, State Bar of California, 09/04/03
  • Moderator and Panelist, Funding and Administering Trusts after the Death of the Trustor, Continuing Education of the Bar, San Francisco, CA, 03/24/95
  • Speaker, “Recent California Case Law Affecting Trusts, Estates, and Conservatorships” for Santa Clara County Estate Planning Council (2018)
  • Looking Through the Keyhole: Inside Scenes from your attorney’s office, Ronald McDonald House, 06/25/03
  • Moderator and Panelist, Recent Developments in Estate Planning and Administration, 10th Annual Program, Continuing Education of the Bar, Monterey, CA, 01/28/95
  • Speaker, “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment – Remember 2001″ for San Mateo County Association (2018)
  • Moderator and Panelist, Recent Developments in Estate Planning and Administration, 10th Annual Program, Continuing Education of the Bar, Santa Clara, CA, 01/09/95
  • Speaker, “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment – Remember 2001 for Monterey Trust Management, Private Client Services (2018)
  • Speaker, “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment – Remember 2001 for Silicon Valley Bar Association (2017)
  • Speaker, “Current California Developments in Estate Planning and Administration” for Santa Clara University 13 Annual Jerry A. Kasner Estate Planning Symposium (2017)
  • Speaker, “Expert Witnesses: Opining from Either Side of the Aisle in Trust and Estate Matters” for Estate Bay Trust & Estate Lawyers Symposium (2017)
  • Speaker, “Expert Witnesses: Opining from Either Side of the Aisle in Trust and Estate Matters” for Santa Clara University Jerry A. Kasner Symposium (2016)
  • Speaker, “Current California Developments in Estate Planning and Administration” for Santa Clara University Jerry A. Kasner Symposium (2016)
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships” for Santa Clara County Estate Planning Council (2016)
  • "PROBATE Checklist", Estate Planning, Trust and Probate News of the State Bar of California, 1988
  • Speaker, “Does Luke Skywalker Go to the Dark Side and Become a T&e Litigator?” for The Estate Planning Study Group, The CPE Forum & Monterey County Bar Association – Trust & Estates (2016)
  • "Litigation Alert: Ablamis v. Roper", Estate Planning, Trust and Probate News, Vol 11, No. 3, 1991
  • Speaker, “Does Luke Skywalker Go to the Dark Side and Become a T&e Litigator?” for Silicon Valley Bar Association (2015)
  • Speaker, “Does Luke Skywalker Go to the Dark Side and Become a T&e Litigator?” for Santa Cruz County Estate Planning Council (2015)
  • Selected Recent Case Developments", 15th Annual Program of the State Bar of California's Section on Estate Planning, Probate and Trust Law (September 1991)
  • Speaker, “So You Have A Trust – Has it been Updated Since 2012?” for Sons in Retirement (2015)
  • "5000-5032: Non-Probate Transfers of Community Property-The Legislature's Answer to the Supreme Court,", Estate Planning, Trust and Probate Law News, Vol 12, No.3, 1992
  • Speaker, “Recent California Developments in Estate Planning and Administration” for Santa Clara University 11 Annual Jerry A. Kasner Estate Planning Symposium (2015)
  • Co-author, "Post Mortem Trust Administration Checklist" published as part of the program materials in the 18th Annual Program of the State Bar of California's Section on Estate Planning, Probate and Trust Law (October, 1994) and republished by Continuing Education of the Bar with substantial proprietary exhibits as part of the program materials for CEB's "Funding and Administering Trusts After the Death of the Trustor" (March, 1995)
  • Speaker, “Recent State Legislation and Cases of Interest” for ACTEC (2015)
  • California Reporter for the American College of Trust and Estates Counsel Study on Family Protection/Forced Heirship (1996-1997)
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships” for Santa Clara County Estate Planning Council (2015)
  • Co-author, CEB's Action Guide entitled "Handling Post Mortem Trust Administration: A Checklist" (1996, revised Fall, 1997)
  • Speaker, Joint Tenancy; What Form of Title is Right for Your Client?, State Bar of California, Winter Section Educational Institute, San Diego, CA, 01/18/02
  • Speaker, Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships” for Tri-Valley Estate Planning Council (2015)
  • "The New California Uniform Prudent Investor Act: A Practical Approach" published as part of the program materials in the 20th Annual Program of the State Bar of California's Section on Estate Planning, Trust and Probate Law (November, 1996)
  • Moderator, The New Minimum Distribution Rules: How They Work and How to Incorporate, Silicon Valley Bar Association, Santa Clara, CA, 11/14/01
  • Speaker, “Guardianships for the Estate Planning Attorney – What You Need To Know” for SVBA Round Table Seminar (2015)
  • Co-author, "A Report on the Oral Argument Before the U.S. Supreme Court in Boggs v. Boggs," published in the California Trusts and Estate Quarterly, Vol 3, No. 1, Spring 1997
  • Speaker, Conservatorships: The Basics, CEB, San Francisco, CA, 09/29/01
  • Speaker, “Year in Review – Will You be Liable when Your Trustee Breaches his Duties? Recent Developments in Estate Planning, Administration, Litigation and Taxation” for The Estate Planning Study Group, The CPE Forum & Monterey County Bar Association – Trust & Estates (2015)
  • Co-author, "U.S. Supreme Court Rules that ERISA Preempts Testamentary Rights Under State Community Property Laws" published in the California Trusts and Estates Quarterly, Vol 3, No. 2, Summer 1997
  • Speaker, Conservatorships: The Basics, CEB, Palo Alto, CA, 09/22/01
  • Speaker, “Estate Planning and Administration: Year in Review” for CEB (2015)
  • Author, “Additional Property Transfer Obstacles for Married Persons and Registered Domestic Partners” published in CEB’s California Estate Planning, 2002, and updated annually thereafter
  • Speaker, Update on Conservatorships: Probate, Dementia, Elder Abuse, LPS and Limited Conservatorships, SCCBA, Santa Clara, CA, 09/11/01
  • Speaker, “The Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update” for San Mateo County Bar Association (2015)
  • Speaker, Community Property, Community Property with Right of Survivorship and Joint Tenancy; What Form of Title is Right for Your Client?, The State Bar of California, Anaheim, CA, 09/06/01
  • Speaker, “The Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update” for Santa Cruz County Estate Planning Council (2014)
  • Speaker, Managing Your Assets and Planning Your Estate to Save Taxes and Achieve Your Goals, Japanese American National Museum, San Jose, CA, 02/13/01
  • Speaker, “The Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update” for Silicon Valley Bar Association (2014)
  • Speaker, Recent Development in California Legislation, Paralegal Association of Santa Clara County, San Jose, CA, 02/07/01
  • Speaker, “Advanced Planning Panel” for Loring Ward Advanced Symposium (2014)
  • Speaker, The Future of the Estate Planning: When Should we Retire?, Santa Clara County Bar Association, San Jose, CA, 01/17/01
  • Speaker, “Current California Developments in Estate Planning” for Santa Clara University 10 Annual Jerry A. Kasner Estate Planning Symposium (2014)
  • Moderator and Speaker, Estate Planning and Administration: 15 Recent Developments, CEB, Sunnyvale, CA, 01/05/01
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships” for Santa Clara County Estate Planning Council (2014)
  • Speaker, “Vetoes, Taxes, and Marriage for All” for Monterey Estate Planning Study Group (2014)
  • Speaker, “Estate Planning & Administration: 28th Annual Recent Developments” for CEB (2014)
  • Speaker, “Vetoes, Taxes and Marriage for All” for San Mateo County Estate Planning Council (2014)
  • Speaker, “Vetoes, Taxes and Marriage for All” for Santa Cruz County Estate Planning Council (2013)
  • Speaker, “Vetoes, Taxes and Marriage for All” for Silicon Valley Bar Association (2013)
  • Speaker, “Recent California Developments in Estate Planning and Administration” for Santa Clara University 9 Annual Jerry A. Kasner Estate Planning Symposium (2013)
  • Adjunct Faculty Member, Santa Clara University School of Law teaching Estate Planning and Taxation, 2001-2003
  • Speaker, Recent California Developments in Estate Planning and Administration” for ACTEC Western Regional Meeting (2013)
  • Guest Lecturer, Santa Clara University School of Law teaching Estate Planning and Taxation, 2009
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships” for Santa Clara County Estate Planning Council (2013)
  • Speaker, “Estate Planning & Administration: 27th Annual Recent Developments” for CEB (2013)
  • Speaker, “The Giants Won the World Series Again! How Much Uncertainty Can We Tolerate? Planning From the Precipice,” Silicon Valley Bar Association (2012-2013)
  • Speaker, “Current California Developments in Estate Planning and Administration,” 8th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2012)
  • Speaker, “Estate Planning & Administration: 27th Annual Recent Developments” (CEB) (2012)
  • Speaker, “Congress Is Run by Lawyers. A Lawyer Is Trained for Two Things, and Two Things Only: To Clarify and to Confuse,” Welcome to Tax Planning, 2012; Silicon Valley Bar Association; Santa Cruz County Estate Planning Council; San Mateo County Estate Planning Council; and Monterey Estate Planning Group (2011-2012)
  • Speaker, “Current California Developments in Estate Planning and Administration,” 7th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2011)
  • Speaker, “Ethical Considerations When Dealing with Elderly Clients and Donors,” Stanford University (2011)
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships,” Santa Clara County Estate Planning Council (2011)
  • Speaker, “Estate Planning & Administration: 26th Annual Recent Developments,” (CEB) (2011)
  • Speaker, “Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010,” Silicon Valley Bar Association, Santa Cruz County Estate Planning Council, San Mateo County Bar Association and Monterey Estate Planning Study Group (2010-2011)
  • Speaker, “Estate Planning & Administration: 25th Annual Recent Developments” (CEB) (2010)
  • Speaker, “Current California Developments in Estate Planning and Administration,” 6th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2010)
  • Speaker, “Current California Developments in Estate Planning and Administration,” 5th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2009)
  • Speaker, “Avoiding Potholes in the Road of Love,” Silicon Valley Bar Association and Santa Cruz County Estate Planning Council (2009)
  • Speaker, “Annual Update,” Santa Clara County Estate Planning Council (2009)
  • Speaker, “Estate Planning & Administration: 24th Annual Recent Developments,” (CEB) (2009)
  • Speaker, “Estate Planning in the Brave (and Poorer) New World,” San Mateo County Estate Planning Council, Santa Cruz County Estate Planning Counsel, Silicon Valley Bar Association, First National Bank Trust Department (2009-2010)
  • Speaker, “Highlights of Current Developments,” 30th Annual UCLA/CEB Estate Planning Institute (2008)
  • Speaker, “Estate Planning and Administration: Year in Review,” (CEB) (2015)
  • Speaker, “The Giants Win Again and other Excitement in the T&E World, Annual Estate Planning Update,” San Mateo Bar Association, Santa Cruz County Estate Planning Council, Silicon Valley Bar Association (2014-2015)
  • Speaker, “Advanced Planning Panel,” Loring Ward (2014)
  • Speaker, “Current California Developments in Estate Planning,” 10th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2014)
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates, and Conservatorships” Santa Clara County Estate Planning Council (2014)
  • Speaker, “Vetoes, Taxes, and Marriage for All,” Monterey Estate Planning Council, San Mateo County Estate Planning Council, (2014)
  • Speaker, “Estate Planning & Administration:  28th Annual Recent Developments,” CEB (2014)
  • Speaker, “Vetoes, Taxes, and Marriage for All,” Monterey Estate Planning Council, San Mateo County Estate Planning Council, (2014)
  • Speaker, “Vetoes, Taxes, and Marriage for All,” Santa Cruz County Estate Planning Council, San Mateo County Estate Planning Council, Silicon Valley Bar Association (2014)
  • Speaker, “Recent California Developments in Estate Planning and Administration,” 9th Annual Jerry A. Kasner Estate Planning Symposium, SCU (2013)
  • Speaker, “Recent California Developments in Estate Planning and Administration,” ACTEC Wester Regional Meeting (2013)
  • Speaker, “Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships” Santa Clara County Estate Planning Council (2013)
  • Co-author of Chapter 4 entitled “Property Transfer Obstacles for Married Persons,” published in California Estate Planning, Continuing Education of the Bar, 2003
  • Co-author of “Is There a New Trust Code in California’s Future? A Comparison of the Recently Adopted Uniform Trust Code with Current California Trust Laws,” published in the California Trusts and Estates Quarterly, Vol. 6., No. 4, Winter 2000
  • Counsel of Record, amicus curiae brief filed with the U.S. Supreme Court on behalf of the California State Bar Estate Planning, Trust and Probate Law Section in Boggs v. Boggs, 1996
  • Estate Planning & Administration: 26th Annual Recent Developments, CEB, Speaker and moderator at a 3 hours, Santa Clara, CA, 01/21/11
  • The Giants Won the World Series And How Much Quack Can You Get from a Lame Duck?, San Mateo County Estate Planning Council, Speaker and moderator at 1 hour, San Mateo, 01/19/11
  • The Giants Won the World Series And How Much Quack Can You Get from a Lame Duck?, Silicon Valley Bar Association, Speaker and moderator at 1 hour, San Jose, CA, 12/16/10
  • The Giants Won the World Series And How Much Quack Can You Get from a Lame Duck?, Santa Cruz County Estate Planning Council, Speaker and moderator at 1 hour, Santa Cruz, 12/15/10
  • Current California Developments in Estate Planning and Administration, Santa Clara University6th Annual Jerry A. Kasner Estate Planning Symposium, Speaker at a 2 hours, San Jose, CA, 09/29/10
  • Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships, Santa Clara County Estate Planning Council, Speaker at a 2 hours, San Jose, CA, 05/17/10
  • Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010, Monterey Estate Planning Study Group, Speaker and moderator at a 2 hours, Salinas, CA, 03/23/10
  • Estate Planning & Administration: 25th Annual Recent Developments, CEB, Speaker and moderator at a 3 hours, Santa Clara, CA, 01/22/10
  • Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010, San Mateo County Association, Speaker and moderator at a 2 hours, San Mateo, CA, 01/21/10
  • Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010, Silicon Valley Bar Association, Speaker and moderator at a 2 hours, San Jose, CA, 12/17/09
  • Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010, Santa Cruz County Estate Planning Council, Speaker and moderator at a 2 hours, Santa Cruz, CA, 12/16/09
  • 5th Annual Jerry A. Kasner Estate Planning Symposium, Santa Clara University, Speaker at a 2 hours, San Jose, CA, 09/30/09
  • Avoiding Potholes in the Road of Love, Santa Cruz County Estate Planning Council, Speaker at 1 hour, Santa Cruz, CA, 05/20/09
  • Annual Update, Santa Clara County Estate Planning Council, Speaker at 1 hour, San Jose, CA, 05/18/09
  • 4th Annual Jerry A. Kasner Estate Planning Symposium, Santa Clara University, Speaker at a 2 hours, San Jose, CA, 09/19/08
  • Estate Planning in the Brave (and Poorer) New World, First National Bank Trust Department and Monterey Estate Planning Group, Speaker and moderator at a 2 hours, Monterey, CA, 02/26/09
  • 30th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments, CEB, Moderator and Speaker at a 2 hours, Los Angeles, CA, 05/09/08
  • Changing our Plans in 2008 New Laws, New How to Handle the Transition, First National Bank Trust Department and Monterey Estate Planning Group, Speaker at a 2 hours, Monterey, CA, 01/30/08
  • Estate Planning and Administration: 23rd Recent Developments, CEB, Speaker and moderator at3 hour program, Santa Clara, CA, 01/18/08
  • Estate Planning & Administration: 24th Annual Recent Developments, CEB, Speaker and moderator at a 3 hours, Santa Clara, CA, 01/09/09
  • Changing Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition, San Mateo County Bar Association, Speaker and moderator at a 2 hours, San Jose, CA, 01/10/08
  • Changing Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition, Silicon Bar Valley Association, Speaker and moderator at a 2 hours, San Jose, CA, 12/19/07
  • Estate Planning in the Brave (and Poorer) New World, San Mateo County Estate Planning Council, Speaker and moderator at a 2 hours, San Mateo, CA, 01/08/09
  • Changing Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition, Santa Cruz County Estate Planning Council, Speaker and moderator at a 2 hours, Santa Cruz, CA, 12/19/07
  • Estate Planning in the Brave (and Poorer) New World, Santa Cruz County Estate Planning Council, Speaker and moderator at a 2 hours, Santa Clara, CA, 12/17/08
  • Estate Planning in the Brave (and Poorer) New World, Silicon Valley Bar Association, Speaker and moderator at a 2 hours, Santa Clara, CA, 12/17/08
  • Updates and Additions to Your Post Mortem Trust Administration Checklist, The 12th Annual Advanced Estate Planning Symposium, Speaker at 1 hour, Alamo, CA, 11/06/07
  • Avoiding Potholes in the Road of Love, Silicon Valley Bar Association, Speaker at 1 hour, Santa Clara, 11/06/08
  • 01/07/00, Moderator and Speaker, Estate Planning and Administration: 14th Recent Developments, CEB
  • 09/27/99, Speaker, Living and Dying with QTIPs: Suggestions to the New Millennium, Santa Clara County Estate Planning Council
  • 09/25/99, Speaker, Morgan Stanley Dean Witter
  • 09/17/99, Speaker, Notification by Trustee: Statutory Analysis and Proposed Legislative Changes, Professional Fiduciaries Association of California
  • 06/24/99, Speaker, Notification by Trustee: Statutory Analysis and Proposed Legislative Changes, Northern Trust Company: The Mid Peninsula Trust Forum
  • 06/22/99, Speaker, Notification by Trustee: Statutory Analysis and Proposed Legislative Changes, Comerica Bank - California
  • 06/11/99, Speaker, Antidotes for Estate Planning, Scams, Botched Trusts and Other Disasters, University of Missouri - 11th Annual William F. Fratcher Trust and Estates Symposium
  • 05/19/99, Speaker, Trust Scams, Santa Cruz County Bar Association
  • 04/30/99, Speaker, Trust Scams, West Valley Bar Association
  • 04/10/99, Speaker, Institute of Community Property, Estate Planning, Trust and Probate Law Section and the Taxation Section of the State Bar of California
  • 04/09/99, Speaker, Institute of Community Property, Estate Planning, Trust and Probate Law Section and the Taxation Section of the State Bar of California
  • 03/31/99, Speaker, Notification by Trustee Provision - Changes on the Horizon, Santa Clara County Bar Association
  • 03/11/99, Speaker, The Dynasty Trust: Background, State Statutes, Transfer Taxes, Creditor Protection and a Case History, Estate Planning Council of Stanislaus County
  • 01/09/99, Moderator and Speaker, Estate Planning and Administration: 14th Recent Developments, CEB
  • 11/06/98, Moderator and Speaker, Antidotes for Estate Planning Scams, Botched Truss and Other Disasters, CEB
  • 10/20/98, Moderator and Speaker, The Unauthorized Practice of Law: A Statutory Analysis of Trustee Notification Statute, Northern California Trust Companies Association - Seventh Annual Education Program
  • 10/17/98, Recent Developments (AB 2069 and AB 2801), Notification by Trustee: A Statutory Analysis, Why and How to Seek Court Approval of Selected Trust Issues Under PC § 17200, and Modifying Your Irrevocable Trust: How To Do It, Paralegal Association of Santa Clara County (PASSCO)
  • 10/13/98, Speaker, Law Office Management in an Active Trust and Estate Planning Practice, Santa Clara County Bar Association
  • 10/03/98, Moderator and Speaker, Recent Probate and Trust Law Changes: Trustee Notification, State Bar of California
  • 08/29/98, Speaker, Estate Planning Scams, IRS Collection Division
Bar/Professional Activity:
  • Chair, Santa Clara County Bar Association Estate Planning, Probate and Trust Law Section, 1987
  • Vice Chair, Santa Clara County Bar Association Estate Planning, Probate and Trust Law Section, 1986
  • Executive Committee Member or Technical Advisor, California State Bar Estate Planning, Trust and Probate Law Section, 1990-1996; 1998-2001
  • California Law Revision Commission Liaison, California State Bar Estate Planning, Trust and Probate Law Section, 1990-1992
  • Co-Chair of SubCommittee on "Informal Administration Legislative Proposal", California State Bar Estate Planning, Trust and Probate Law Section, 1994-1996
  • California, 1980
  • U.S. Court of Appeals for the 9th Circuit, 1989
  • U.S. Supreme Court, 1997
  • Member, Silicon Valley Bar Association, 2000 - Present
  • Member, American Bar Association, Real Property, Trust and Estate Law Section, 1980 - Present
  • Member, Santa Clara County Estate Planning Council, 1982 - Present
  • Chair, California State Bar Estate Planning, Trust and Probate Law Section, 1997-1998
  • Vice Chair, California State Bar Estate Planning, Trust and Probate Law Section, 1996-1997
  • Chair, California State Bar Estate Planning, Trust and Probate Law Section Committee on Postmortem Trust Administration, 1993-1995
Educational Background:
  • Boston College, B.A., Economics and Political Sciences, magna cum laude, 1975
Special Licenses/Certifications:
  • Certified as Specialist in Probate, Estate Planning & Trust Law, 1991
Industry Groups:
  • Professional Fiduciaries
  • Trust Companies

Office location for Robert E. Temmerman, Jr.

2502 Stevens Creek Blvd.
San Jose, CA 95128

Phone: 408-780-1912

Additional sources of information about Robert E. Temmerman, Jr.

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