2016 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 2, 2016 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded

Buy

Related products: eConference Materials

SPONSORS
Bessemer Trust Company, N.A.
Martens, Todd, Leonard, Taylor & Ahlrich

Download Brochure (PDF)

Overview

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice, including:

Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson.
Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A.
Practical tips on transfer-on-death and Lady Bird Deeds.
Updates on the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations.
How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop.

Come on Wednesday for the 64th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Friday Morning, Dec. 2, 2016
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
7:30 am

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

1.25 hrs

Recent Developments Affecting Estate Planning

Consider recent cases, regulations, rulings, and other "hot" estate planning topics.

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
9:45 am

Break
10:00 am

1.00 hr

The New Basis Consistency and Value Reporting Rules

What hath Treasury wrought on executors? Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A. Contemplate options for changing estate administration protocols to reduce this reporting burden. Join your colleagues in appreciating the challenges that this new reporting requirement brings to your practice!

Lora G. Davis, Davis Stephenson, PLLC - Dallas, TX
11:00 am

1.00 hr

Repairing Estate Plans That Are No Longer Appropriate

Sometimes the best laid plans of clients and their estate planning lawyers go astray. Sometimes we devise the ideal plan for a client but, due to the occurrence of unforeseeable circumstances or a change in the law, the plan no longer is appropriate. Or rather, the plan works fine but unanticipated factors afford the opportunity to shift additional wealth for the client. Explore what tools we can bring to the table to modify or unwind an existing estate planning transaction to accomplish a client’s current goal.

Jordan M. Ware, Winstead PC - Austin, TX
12:00 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Dec. 2, 2016
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:20 pm

0.75 hr

Transfer-on-Death and Lady Bird Deeds

What are you going to say when your new (or old) client asks you to prepare a TODD or Lady Bird Deed? Consider whether these documents are the latest “save-me-from-probate” cure-all or the newest wrecking ball to the well-coordinated estate plan.

Pamela D. Orsak, Law Office of Pamela Orsak - Victoria, TX
1:05 pm

Break
1:20 pm

1.00 hr

Washington Update: Counting Votes, Recounting Fables, and Discounting Values

Assess the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations. Will minds be closed to real tax reform? Will the door be closed to valuation discounts in the family controlled entity? Will family businesses have to be closed because they can’t pay the transfer tax? Will the bar be closed before Aucutt is finished? Hear answers to these questions and more.

Ronald D. Aucutt, McGuireWoods LLP - McLean, VA
2:20 pm

Break
2:30 pm

1.50 hrs
0.75 hr ethics

Estate Planning Workshop

Address practical and ethical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from recent cases, rulings, and regulations (final and proposed). Gain insight on current "hot" estate planning techniques.

Moderator:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Panelists:
Stephen R. Akers, Bessemer Trust - Dallas, TX
Ronald D. Aucutt, McGuireWoods LLP - McLean, VA
Lora G. Davis, Davis Stephenson, PLLC - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Jerome M. Hesch Esq., Aventura, FL
Pamela D. Orsak, Law Office of Pamela Orsak - Victoria, TX
Jordan M. Ware, Winstead PC - Austin, TX
4:00 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Ronald D. Aucutt

McGuireWoods LLP
McLean, VA

Lora G. Davis

Davis Stephenson, PLLC
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Jerome M. Hesch Esq.

Aventura, FL

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Pamela D. Orsak

Law Office of Pamela Orsak
Victoria, TX

Jordan M. Ware

Winstead PC
Austin, TX

Planning Committee

Stephen R. Akers—Co-Chair

Bessemer Trust
Dallas, TX

Mickey R. Davis—Co-Chair

Davis & Willms, PLLC
Houston, TX

Stanley M. Johanson—Chair Emeritus

The University of Texas School of Law
Austin, TX

Deborah Salzberg—Director

The University of Texas School of Law
Austin, TX

Maxine Aaronson

Attorney at Law
Dallas, TX

R. Gordon Appleman

Thompson & Knight LLP
Fort Worth, TX

Stanley L. Blend

Strasburger & Price, LLP
San Antonio, TX

Michael L. Cook

Cook Brooks Johnson PLLC
Austin, TX

Timothy J. Devetski

Sidley Austin LLP
Houston, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Joe Hull

Bracewell
Austin, TX

Donald O. Jansen

The University of Texas System
Austin, TX

Calvin H. Johnson

The University of Texas School of Law
Austin, TX

James F. Martens

Martens, Todd, Leonard, Taylor & Ahlrich
Austin, TX

Kenton E. McDonald

Branscomb | PC
Corpus Christi, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Charles J. "Chad" Muller

Chamberlain, Hrdlicka, White, Williams & Aughtry
San Antonio, TX

Patrick L. O'Daniel

Norton Rose Fulbright
Austin, TX

T. Charles Parr III

Parr & Associates
San Antonio, TX

Robert J. Peroni

The University of Texas School of Law
Austin, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Kelli H. Todd

Martens, Todd, Leonard, Taylor & Ahlrich
Austin, TX

Amanda Traphagan

Seay & Traphagan, PLLC
Austin, TX

Bret Wells

University of Houston Law Center
Houston, TX

Credit Info

Austin

MCLE Credit

Texas – 6.50 hrs | 0.75 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 6.50 hrs | 0.75 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 8.00 hrs | 1.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

Certified Financial Planner (CFP) – 9.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

National Accounting CPE – 8.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

Key Dates

Austin – Dec 2, 2016 – Radisson Hotel and Suites, Austin-Downtown

Conference Concluded

Buy

Austin

Individual
Last day for $325.00 Regular pricing: Nov 23, 2016

$375.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $295.00 Regular pricing: Nov 23, 2016

$345.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $260.00 Regular pricing: Nov 23, 2016

$310.00 for registrations received after this time

Last day for cancellation (full refund): Nov 18, 2016

$50 processing fee applied after this date

Last day for cancellation: Nov 28, 2016

Venue

Radisson Hotel and Suites, Austin-Downtown

111 E. Cesar Chavez Street
Austin, TX
512.478.9611 (reservations)

Accommodations

$159 room rate good through October 30, 2016 (subject to availability).
Reserve your room online.

Parking Information

Daily Self-Parking: $6
Overnight Self-Parking: $10
Daily Valet Parking: $26

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Bessemer Trust Company, N.A.

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
We believe that our firm is truly like no other. Our unique strengths include: Private Ownership for long-term thinking, which enables better decision making; Singular Focus, with over 109 years of direct wealth management experience leading to comprehensive advice; Alignment of Interests, means owners’, employees’, and clients’ assets managed side-by-side; Proactive Wealth Management, with a client–to-employee ratio of 3:1; Exceptional Client Satisfaction: 10-year client asset retention rate of 98%.
To learn more about Bessemer Trust, please contact Scott Deke, Senior Vice President, at 214- 981-9400, or visit bessemer.com. Minimum relationship $10 million. www.bessemer.com
Martens, Todd, Leonard, Taylor & Ahlrich

A boutique law firm located in Austin, Texas. We focus our practice on tax controversies and civil appeals. On the tax side, we represent clients in all stages of state and federal tax controversies, including audits, administrative hearings, trials, and appeals. We also handle tax litigation in Louisiana, Oklahoma, New Mexico, and Colorado. Our appellate practice extends beyond tax and includes a wide range of commercial and high-asset divorce disputes. And, because appellate success is greatly influenced by trial court proceedings, we provide critical trial and dispositive motion support and strategy in advance of any interlocutory order or final judgment.
www.textaxlaw.com/

2016 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 2, 2016 Radisson Hotel and Suites, Austin-Downtown Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Friday Morning, Dec. 2, 2016

Friday Afternoon, Dec. 2, 2016

Conference Faculty

Stephen R. Akers

Ronald D. Aucutt

Lora G. Davis

Mickey R. Davis

Jerome M. Hesch Esq.

Stanley M. Johanson

Pamela D. Orsak

Jordan M. Ware

Planning Committee

Stephen R. Akers—Co-Chair

Mickey R. Davis—Co-Chair

Stanley M. Johanson—Chair Emeritus

Deborah Salzberg—Director

Maxine Aaronson

R. Gordon Appleman

Stanley L. Blend

Michael L. Cook

Timothy J. Devetski

Dennis B. Drapkin

Joe Hull

Donald O. Jansen

Calvin H. Johnson

James F. Martens

Kenton E. McDonald

Christina A. Mondrik

Charles J. "Chad" Muller

Patrick L. O'Daniel

T. Charles Parr III

Robert J. Peroni

Catherine C. Scheid

Kelli H. Todd

Amanda Traphagan

Bret Wells

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Radisson Hotel and Suites, Austin-Downtown

Accommodations

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

Austin Dec 2, 2016 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded