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    Santa Clara, CA 95053

GUEST SPEAKERS

Updates Coming Soon!

SAMUEL A. DONALDSON J.D.

Samuel A. Donaldson J.D. University of Arizona; LL.M. (Taxation) University of Florida is a Professor of Law at Georgia State University in Atlanta, Georgia. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.

MICHAEL J. JONES, CPA

Michael J. Jones, CPA is a partner in Monterey, California’s Thompson Jones LLP. His tax consulting practice focuses on tax-efficient wealth transfer strategy, trust and probate tax matters (both administration and controversy resolution), and family business transitions. Mike has lectured across the U.S. and is the author of four books, including Inheriting an IRA and Inheriting an IRA Professional Edition. He has written over 150 articles published in Trusts & Estates, Leimberg Information Services, Inc., and elsewhere. He serves as chair of Trusts & Estates Magazine’s Retirement Benefits Committee and the CPE Forum of the Central Coast.

PATRICK A. KOHLMANN J.D., CPA

Patrick A. Kohlmann J.D., CPA is the managing partner at Temmerman, Cilley & Kohlmann, LLP. Patrick specializes in the areas of estate planning, business planning, trust and decedent’s estate administration, probate, elder law planning, conservatorships, and related litigation. Patrick was Chair of The State Bar of California’s Trusts & Estates Section Executive Committee, from 2015-2016 and continues to serve on the California Lawyers Association’s Trusts & Estates Section Executive Committee. 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 (ACTEC), and is a Northern California “Super Lawyer.” He is also recognized by his peers as a Best Attorney in America (Best Lawyers®).

ADDITIONAL SPEAKERS

BRETT A. BJORNSON,
M.S. (TAX), CPA (INACTIVE), ESQ.

Mr. Brett A. Bjornson is a California Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Bjornson’s areas of expertise include estate planning, trust administration, probate, income and estate tax matters, as well as comprehensive litigation support. His highly unique ‘trifecta’ of qualifications includes a Jurist Doctorate, a CPA designation (inactive), and a Master of Science degree in Federal Income Taxation. Mr. Bjornson’s practice was originally founded to provide comprehensive and sophisticated estate planning services that emphasize personalized attention and hands-on client service. From drafting simple wills and trusts to formulating complex, customized estate plans, the Firm combines unparalleled technical expertise in all aspects of estate planning with exceptional compassion and sensitivity to delicate family dynamics. Mr. Bjornson works with his clients to continually protect and preserve their hard-earned assets over time, as economic and personal circumstances shift.

PATRICIA A. CAIN

Patricia A. Cain is Professor of Law at Santa Clara University and the Aliber Family Chair in Law, Emerita, at the University of Iowa. She is a graduate of Vassar College and received her J.D. from the University of Georgia. Professor Cain is a member of the American Law Institute and a fellow of the American College of Trust and Estate Counsel. She is a frequent speaker at CLE events around the country. She teaches courses in federal taxation, property, wills and trusts, estate planning, and sexuality and the law. Most of her recent scholarship focuses on tax planning for same-sex couples. She maintains a blog called Same Sex Tax Law.

September 23-25, 2020 | Virtual

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