Trustee Unchained: Decanting Has Come to California

Cost: $75 PFAC Member – $105 Non-Member

Speaker: Patrick A. Kohlmann, Esq.

CEU Awarded: 1.5 Trust

Presented Date: 8/25/2020


About the Course

This program will review California’s recently enacted version of the Uniform Trust Decanting Act.  Decanting refers to the power to modify an existing trust, either by changing the terms of that trust or by distributing property from that trust to a second trust. The speaker will discuss when and how to decant, the benefits of decanting, as well as the risks and pitfalls practitioners may experience when using decanting in their practice.

Patrick A. Kohlmann, Esq.

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 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 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®).