2017 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 15, 2017 DoubleTree by Hilton Hotel Austin
Conference Concluded

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Overview

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

Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Stanley M. Johanson.
Learn the best practices to make distributions from trusts and estates while making sure the fiduciary is protected and the files are complete.
Explore Non-Probate Transfers of All Kinds with Steven D. Baker, Giordani, Swanger, Ripp & Jetel
Analyze practical and ethical concerns faced by practitioners, and discuss the hot-button issues stemming from recent cases, rulings, and regulation in the Estate Planning Workshop featuring all Workshop faculty

Come on Wednesday for the 65th 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. 15, 2017
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

Hear Professor Johanson's popular and always-informative review of the latest 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

Choice of Entities: When to S Corporation, When to LLC, When to FLP, and Why

S corporations, LLCs, and limited partnerships are all popular vehicles to consider when forming a family business. Learn the tax and non-tax issues that go into deciding when to choose which entity.

Gene Wolf Jr., Kemp Smith LLP - El Paso, TX
11:00 am

1.00 hr

Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries

Review the issues to consider, the information to gather, and documents to prepare when making distributions from trusts and estates. What are the best practices not only to make distributions, but to make sure that the fiduciary is protected and the files are complete?

Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX
12:00 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Dec. 15, 2017
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:20 pm

0.75 hr

Non-Probate Transfers of All Kinds

Take an intensive look, both academic and interesting, at the ever-increasing use of tools to transfer wealth at death beyond a will.

Steven D. Baker, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
1:05 pm

Break
1:20 pm

1.00 hr

Planning in a Period of Uncertainty, Including Using Defined Value Clauses

Learn practical planning approaches for dealing with clients in light of the possibility of estate tax repeal. Review transfer planning approaches that minimize the risk of paying current gift taxes, and the practicalities of using defined value clauses.

Stephen R. Akers, Bessemer Trust - Dallas, TX
2:20 pm

Break
2:30 pm

1.50 hrs

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
Steven D. Baker, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX
Gene Wolf Jr., Kemp Smith LLP - El Paso, TX
4:00 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Steven D. Baker

Giordani, Swanger, Ripp & Jetel, LLP
Austin, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Arielle M. Prangner

Davis & Willms, PLLC
Houston, TX

Gene Wolf Jr.

Kemp Smith LLP
El Paso, 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

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Lauren Fitte

Giordani, Swanger, Ripp & Jetel, LLP
Austin, TX

Lawrence B. Gibbs

Miller & Chevalier
Washington, DC

Kristie Iatrou

Mondrik & Associates
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 & Ahlrich
Austin, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Charles J. "Chad" Muller III

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 & Ahlrich
Austin, TX

Amanda Traphagan

Seay & Traphagan, PLLC
Austin, TX

Credit Info

Austin

MCLE Credit

Texas – 6.50 hrs
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

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

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) – 7.00 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 – 7.50 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.

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.

TX Accounting CPE – 7.80 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Dec 15, 2017 – DoubleTree by Hilton Hotel Austin

Conference Concluded

Buy

Austin

Individual
Last day for $375.00 Regular pricing: Dec 6, 2017

$425.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $340.00 Regular pricing: Dec 6, 2017

$390.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $300.00 Regular pricing: Dec 6, 2017

$350.00 for registrations received after this time

Last day for cancellation (full refund): Dec 8, 2017

$50 processing fee applied after this date

Last day for cancellation: Dec 11, 2017

Venue

DoubleTree by Hilton Hotel Austin

6505 N. Interstate 35
Austin, TX 78752-4346
512-454-3737
512-454-3737 (reservations)
Map

Accommodations

$149 room rate good through November 29, 2017 (subject to availability). Please refer to the Taxation and Estate Planning Conference when calling the reservations department.

Parking Information

Daily or Overnight Self-parking: $8
Valet Parking: $18

2017 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 15, 2017 DoubleTree by Hilton Hotel Austin Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Friday Morning, Dec. 15, 2017

Friday Afternoon, Dec. 15, 2017

Conference Faculty

Stephen R. Akers

Steven D. Baker

Mickey R. Davis

Stanley M. Johanson

Arielle M. Prangner

Gene Wolf Jr.

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

Dennis B. Drapkin

Lauren Fitte

Lawrence B. Gibbs

Kristie Iatrou

Donald O. Jansen

Calvin H. Johnson

James F. Martens

Christina A. Mondrik

Charles J. "Chad" Muller III

Patrick L. O'Daniel

T. Charles Parr III

Robert J. Peroni

Catherine C. Scheid

Kelli H. Todd

Amanda Traphagan

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

DoubleTree by Hilton Hotel Austin

Accommodations

Parking Information

Stay in the loop with UT Law CLE

Austin Dec 15, 2017 DoubleTree by Hilton Hotel Austin
Conference Concluded