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JAMES V. QUILLINAN SHAREHOLDER FAMILY WEALTH & TAX PLANNING DEPARTMENT TRUST & ESTATE LITIGATION

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S

HAREHOLDER

F

AMILY

W

EALTH

&

T

AX

P

LANNING

D

EPARTMENT

TRUST

&

ESTATE

LITIGATION

In private practice since December 1974 in Santa Clara County. Practice limited to Estate Planning, Trust Administration and Probate and related litigation. Graduate, University of Santa Clara School of Law. Admitted to California Bar, 1974.

HOPKINS &CARLEY

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JAMES V. QUILLINAN

LEGAL EXPERIENCE

2002 to Present Shareholder, Family Wealth & Tax Planning Department Hopkins & Carley

A Law Corporation

The Letitia Building 70 S First Street

San Jose, California 95113-2406 (408) 286-9800

(408) 998-4790 (Fax)

Internet: jquillinan@hopkinscarley.com

1982 to 2002 Partner in Quillinan & Luce, LLP, Mountain View and San Jose, CA

1974 to 1982 In Private Practice in Palo Alto, CA

LEGAL EDUCATION

UNIVERSITY OF SANTA CLARA SCHOOL OF LAW JURIS DOCTOR DEGREE, 1974

UNDERGRADUATE EDUCATION

STANFORD UNIVERSITY

BACHELOR OF ARTS – HISTORY DEGREE, 1970

TEACHING AND WRITING

• Assistant professor at Canada College, 1975 to 1984, Probate Administration. • CEB Panelist 1981, Handling A Decedent’s Estate.

• CEB Panelist 1985, Conservatorships & Guardianships. • CEB Panelist 1986, Handling A Decedent’s Estate. • CEB Panelist 1988, Handling A Decedent’s Estate. • CEB Panelist 1990, Handling A Decedent’s Estate. • CEB Panelist 1994, Handling A Decedent’s Estate.

• CEB Author 1985, “Coming Changes in the Probate Code.”

• CEB Author 1986, “Changes in California Summary Administration Provisions.” • CEB Author 1988-2008, “Summary Estate Administration Action Guide.” • CEB Author 1992, “Transferring Assets After Death.”

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• State Bar Lecturer 1987, “AB 708 and the New Probate Code and LRC Proposed Changes In the California Probate Code.”

• Contributing Editor to Bancroft Whitney’s “California Probate Forms.”

• Development Notes Author for CEB “California Probate Code With Annotations” 1990.

• State Bar Lecturer 1988-96, “Technology Now! – Fiduciary Accounting Programs and Computer Display With Your Client, Effective Use of Computers in the Law Office.”

• Santa Clara County Bar Lecturer 1993, “The IRS Awakens-Fiduciary Income Taxes-Profit or Malpractice?”

• National Business Institute 1993, “A Practical Guide to Estate Administration in California.”

• Bay Area Legal Secretaries Forum 1994, “Probate Administration.” • National Business Institute 1994, “California Probate-Beyond the Basics.” • CPA Society – San Jose Chapter 1994, “Post Mortem Disasters.”

• Bar Area Legal Secretaries Forum 1995, “Recent Developments.”

• National Business Institute 1995, “California Probate-Beyond the Basics.”

• Santa Clara County Bar Lecturer 1996, “Cleaning Up The Mess After Death-Post Mortem Reformation and Alteration of Estate Planning Documents.”

• Northern Trust Mid-Peninsula Trust Forum 1996, “Specialization: What It Means to You and To Your Client.”

• The Southern California Tax & Estate Planning Forum 1996-2001, “Using A Computer As An Effective Client Communication Tool and As An Aid In Trust Administration,” “Comparison of Automatic Drafting Systems,” and “Effective Use of Computers in Fiduciary Accounting and Tax Preparation.”

• Diablo Valley, East Bay and Sacramento Estate Planning Councils 1997-1998, “TECHNOLOGY – When and How to Turn On.”

• Northern Trust Bank, East Bay Trust Forum 1997, “Post Mortem Disasters.”

• State Bar of California Section Education Institute 1997, “Schedule M and Beyond.” • Peninsula Financial Planning Forum 1997, “An Effective Trust & Estate Practice.” • Editor of the “Technology Now” (1997 to 2002) column in the California Trust &

Estates Quarterly.

• CEB panelist and author 1998-2007, “Antidotes for Estate Planning Scams, Botched Trusts and Other Disasters.”

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• Japanese American National Museum 2001, “How To Effectively Use Charitable Giving to Benefit Your Family and Charity.”

• Credit Suisse/First Boston 2001-3, “Whom Do You Trust? Selecting An Executor or Trustee.”

• Santa Clara County Bar Lecturer 2001, “Funding and Handling Stale Trusts.”

• Santa Clara County Bar and Sacramento Estate Planning Council Lecturer 2001, “Estate Planning Under The New Tax Act.”

• Silicon Valley Bar 2002, “Federal Estate Tax Return Preparation.”

• Sacramento County Bar Association – Tax Symposium 2002, “Trust Reformations.” • Stanford University Law School – Planning & Drafting for Charitable Gifts 2002,

“Planning and Avoiding Litigation Under The New California Principal and Income Act.”

• American Cancer Society – Sacramento, California, “Planning Opportunities For Your Clients Under the 2002 Tax law Changes.”

• Santa Clara University School of Law, Adjunct Professor 1990-2003, “Estate Planning Honors Seminar.”

• Stanford University Law School – Planning & Drafting for Charitable Gifts 2003, “Ethical Issues in Estate Planning and Charitable Giving: Case Studies.”

• Hawaii Tax Institute, 2003 – “Effective Client Communication” and “Trust Reformation and Modification, A Primer”.

• Golden Gate University, 2004-2011 – Guest Lecturer in LLM program, “Advanced Trust Reformation and Modification”.

• Peninsula Community Foundation, 2004 – “Ethical Issues in Trust and Estate Litigation Involving Charitable Giving”.

• Silicon Valley Bar,-2004, “HIPAA: Impact of Estate Planning”.

• Alameda County Bar Association, 2004, “Advanced Trust Reformation and Modification”.

• The Southern California Tax & Estate Planning Forum 2004, “Trust Reformation, The How To and The How Not” and “Trust Reformation Workshop.”

• Silicon Valley Bar, San Mateo County Bar, Santa Cruz Estate Planning Bar and Monterey County Bar 2001-2014, “Law Updates-Recent Developments.”

• CEB panelist and author 1999-2014, “Estate Planning & Administration-Recent Developments”.

• State Bar Board of Legal Specialization panelist and author 2007-2011 “Estate Planning through Administration - The Exam and You”.

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• Santa Clara County Estate Planning Council “No Contest Clauses – The Carrot and The Stick”.

• Santa Clara County Young Tax Lawyers – 2011, “The 2010 Tax Act and Estate Planning”

• Silicon Valley Bar - 2011 “The 2010 Tax Law - Guess Work And Other Challenges.” • Professional Fiduciaries Association of California - 2011, “The Ethical Conundrum:

Damned If You, Damned If You Don’t”

• State Bar of California Taxation Section (2011) “Death, Taxes & Malpractice: Avoiding the Top Ten Mistakes in Estate and Tax Planning”.

• San Francisco County Bar (2012), “Practical Planning in Light of Recent Developments.

• UCLA/CEB Estate Planning Institute (2012), “Undoing Irrevocable Trusts and Other Structures”.

PROFESSIONAL ASSOCIATIONS

• Chair (1981-1983) Probate Law and Administration Subcommittee of the California State Bar Section.

• Member (1983-1986) of the Executive Committee of the Estate Planning Trust and Probate Law Section of the California State Bar.

• Advisor (1986-1988 & 1990-1993) to the Executive Committee of the Estate Planning Trust and Probate Law Section of the California State Bar.

• Coordinator (1984-1990) of the Estate Planning, Trust and Probate Law Section of the California State Bar’s review of the California Law Revision Commission’s redraft of the Probate and Trust Code.

• Chair (1989-1990) Estate Planning, Trust and Probate Law Section of the California State Bar.

• Chair (1991-1992) Council of Section Chairs, California State Bar.

• Member (1993-1996) of the California State Bar Estate Planning, Trust and Probate Law Advisory Commission for Specialization.

• Member (1997-2000) Professional Advisory Council, Peninsular Community Foundation.

• Member California State Bar, Palo Alto Bar, San Mateo County Bar and Santa Clara County Bar, Silicon Valley Bar Associations.

• Fellow American College of Trust & Estate Counsel. Member of State Selection Committee (1993-1996).

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• Trustee and Treasurer of Silicon Valley Bar Association, 2004-2006. • Certified Mediator.

JUDICIAL APPOINTMENTS

• Appointed Special Master and/or Referee by Santa Clara County Superior Court and San Mateo County Superior Court in many complex trust and probate matters.

References

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