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

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1 JAMES V. QUILLINAN SHAREHOLDER FAMILY WEALTH & TAX PLANNING DEPARTMENT 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, HOPKINS & CARLEY A Law Corporation San Jose, California

2 LEGAL EXPERIENCE JAMES V. QUILLINAN 2002 to Present Shareholder, Family Wealth & Tax Planning Department Hopkins & Carley A Law Corporation The Letitia Building 70 S First Street San Jose, California (408) (408) (Fax) Internet: 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 , Summary Estate Administration Action Guide. CEB Author 1992, Transferring Assets After Death. State Bar Lecturer 1985, Proposed Changes in the California Probate Code. 2

3 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 State Bar Lecturer , 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 , 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 , 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 , Antidotes for Estate Planning Scams, Botched Trusts and Other Disasters. ACTEC panelist and author , and Heckerling Institute 2001, Client Capacity, Estate Planning and Malpractice Traps (Representing the Mentally Impaired Client). 3

4 Japanese American National Museum 2001, How To Effectively Use Charitable Giving to Benefit Your Family and Charity. Credit Suisse/First Boston , 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 , 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, 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 , Law Updates-Recent Developments. CEB panelist and author , Estate Planning & Administration-Recent Developments. State Bar Board of Legal Specialization panelist and author Estate Planning through Administration - The Exam and You. San Francisco Financial Planning Association and CAL CPA Society 2009 Recent Developments in Estate Planning for Financial Planners and CPA s. 4

5 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 The 2010 Tax Law - Guess Work And Other Challenges. Professional Fiduciaries Association of California , 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 ( ) Probate Law and Administration Subcommittee of the California State Bar Section. Member ( ) of the Executive Committee of the Estate Planning Trust and Probate Law Section of the California State Bar. Advisor ( & ) to the Executive Committee of the Estate Planning Trust and Probate Law Section of the California State Bar. Coordinator ( ) 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 ( ) Estate Planning, Trust and Probate Law Section of the California State Bar. Chair ( ) Council of Section Chairs, California State Bar. Member ( ) of the California State Bar Estate Planning, Trust and Probate Law Advisory Commission for Specialization. Member ( ) 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 ( ). Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California since

6 Trustee and Treasurer of Silicon Valley Bar Association, 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. Appointed Special Administrator, Successor Trustee and Conservator by Santa Clara County Superior Court and San Mateo County Superior Court in several complex trust and probate matters. 6

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