• Home
  • 5/4/23 TVEPC General ZOOM Program

5/4/23 TVEPC General ZOOM Program

  • Thursday, May 04, 2023
  • 5:30 PM - 7:00 PM
  • ZOOM


  • Not a Member of the Tri-Valley Estate Planning Council? Please feel welcome to guest up to 2 times to any of our fiscal year events.
  • Active Member of the Tri Valley Estate Planning Council

Registration is closed

PO Box 948, Clayton, CA 94517

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

May 4, 2023

"Proposition 19: Where Are We Now?

Presented by: 

Jennifer Scharre, Esq.

Temmerman, Cilley & Kohlmann, LLP

ZOOM Webinar

May 4

5:30pm - Webinar Opens followed by 

20 minutes of networking

5:50pm - Sponsor talk

5:55pm- Speaker Program

7:00pm- Webinar Concludes


Members - $20

Guests - $30

ZOOM Link will be included in

your confirmation email after

you register


A Very Special Thanks to our Member Supporters

Denise Chambliss

Hoge Fenton Jones & Appel

Heather Hamilton - Fiduciary Accounting Services, LLC

Kellie Hayes

Lucky Fiduciary Services

Tiffany McFarland


Gabriella Odell

Odell Fiduciary

Richard San Vicente

Mutual of Omaha Reverse Mortgage

Jennifer Thaete

Law Offices of Jennifer Thaete

Ellen Torres

Johnston, Gremaux & Rossi, LLP

Mark Unger

MSU Fiduciary Partners

Join Us May 4

from 5:30pm - 7:00pm

Presentation Summary:

The speaker will discuss the paradigm shift that Proposition 19 created as well as the many updates to the legislation since initial implementation. Participants will learn about how to continue implementation of Proposition 19 as well as common pitfalls that have arisen from the planning both before and after implementation. The speaker will discuss potential gaps in the law as well as discretion by the assessor to permit deviations.

Learning Objectives:

 Learning how to ensure that pre-Prop 19 planning remains implemented.

Learning the changes that were made between the voter approval of Prop 19 and the legal implementation of Prop 19

 Learning strategies to assist clients with avoiding unnecessary reassessments.

About Our Speaker:

Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.

Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.

Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Mrs. Scharre earned her J.D. degree from Santa Clara University School of Law. Mrs. Scharre is a Certified Specialist in the area of Estate Planning, Trust & Probate Law by the California Board of Legal Specialization.

Jennifer not only gives back to the legal community through speaking and presentations for professional organizations but also participates in her local community by providing informative presentations regarding estate planning, charitable giving, and special needs issues.

Mrs. Scharre is a Guest Lecturer at UCSC Extension and a Lecturer at Santa Clara School of Law. Most recently, she taught Wills & Trusts during the Spring 2019 and Summer 2019 terms. Mrs. Scharre is rated by Super Lawyers as a Rising Star from 2019 through 2022.

A Special Thanks to Our Event Sponsor:

Doug Housman, Esq.

Law Offices of Cain, Cain & Housman

150 N. Wiget Lane, Suite 105

Walnut Creek, CA 94598

T: (925) 932-0893

Interested in Sponsoring a TVEPC Event? CLICK HERE

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

Tri-Valley Estate Planning Council | TVEPC.org

TEL: (925) 778-1165  •  FAX: (925) 778-1163  •  EMAIL: TriValleyEPC@gmail.com  
P.O. Box 948 Clayton, CA 94517

Powered by Wild Apricot Membership Software