2018 Stanley M. Johanson

Estate Planning Workshop

Austin Nov 16, 2018 AT&T Conference Center
Conference Concluded

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Related products: eConference Materials

SPONSORS
Branscomb | PC
Martens, Todd, Leonard & Ahlrich

Download Brochure (PDF)

Overview

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which 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 Johanson.
Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client.
Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice.

Come on Wednesday for the 66th 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, Nov. 16, 2018
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
7:30 am

Registration Opens

Including 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

Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love With "Tangential" Planning

"Tangential relationships" for which an estate and trust attorney may have to develop a plan often include committed couples and new spouses of the same gender. But property issues or claims may arise out of tangential relationships as diverse as children born as the result of nontraditional reproductive technology to employer-employee matters. Explore how to negate some relationships, establish others, and provide for those that exist in law or in fact.

Rhonda H. Brink, Brink Bennett Flaherty Golden - Austin, TX
11:00 am

1.00 hr

Financial Abuse of Elders and Other At-Risk Adults: The Crime of the Twenty-First Century

Address the scope of Elder Financial Abuse (EFA), how to recognize and minimize the risk of EFA, and actions to take when EFA has been perpetrated and discovered.

Kristen M. Lewis, Smith, Gambrell & Russell, LLP - Atlanta, GA
12:00 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Nov. 16, 2018
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:20 pm

0.75 hr ethics

Of Mice and Metadata: Ethics, Client Confidentiality, and the Duty of Competence in the Digital Age

Focus on the electronic communication of confidential client information, including analyses of recent ethics opinions, and hear suggested "best practices."

Please Note: Ethics hours for this session were not included in the printed brochure or promotional emails. The online brochure accurately reflect the total accredited hours. Contact UT Law CLE with any questions.

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
1:05 pm

Break
1:20 pm

1.00 hr

Ten Tools Every Estate Planner Should Know How to Use

Exemptions, rates, and brackets may rise and fall, and estate planners’ focus may shift from transfer taxes to income taxes and back. But no matter how laws change, certain tools that should be in every estate planner’s toolbox. Learn techniques that every estate planner needs to understand, including a discussion on when and how to use them, what to watch out for, and how to explain then in a way your clients will understand.

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
2:20 pm

Break
2:30 pm

1.50 hrs

Estate Planning Workshop

Address practical 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
Rhonda H. Brink, Brink Bennett Flaherty Golden - Austin, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Kristen M. Lewis, Smith, Gambrell & Russell, LLP - Atlanta, GA
4:00 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Rhonda H. Brink

Brink Bennett Flaherty Golden
Austin, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Bernard E. ("Barney") Jones

Attorney at Law
Houston, TX

Kristen M. Lewis

Smith, Gambrell & Russell, LLP
Atlanta, GA

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

Barbara Spudis de Marigny

Orrick, Herrington & Sutcliffe LLP
Houston, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Lawrence B. Gibbs

Miller & Chevalier
Washington, DC

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

Jimmy Martens

Martens, Todd, Leonard & Ahlrich
Austin, TX

Kenton E. McDonald

Branscomb | PC
Corpus Christi, 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

Robert D. Probasco

Texas A&M University School of Law
Fort Worth, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Amanda Traphagan

Seay & Traphagan, PLLC
Austin, 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) – 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. 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.

TX Accounting CPE – 8.00 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 – Nov 16, 2018 – AT&T Conference Center

Conference Concluded

Buy

Austin

Individual
Last day for $375.00 Regular pricing: Nov 7, 2018

$425.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $338.00 Regular pricing: Nov 7, 2018

$388.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $300.00 Regular pricing: Nov 7, 2018

$350.00 for registrations received after this time

Last day for cancellation (full refund): Nov 9, 2018

$50 processing fee applied after this date

Last day for cancellation: Nov 12, 2018

Venue

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

Special Room Rate: $189 good through October 16, 2018. Reference the "Taxation and Estate Planning Conference" when you call reservations.

Parking Information

Free daily self-parking at UT garages. Separate fees apply for valet and overnight parking.

Our Sponsors

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

Branscomb | PC

Branscomb | PC

branscombpc.com
Martens, Todd, Leonard & Ahlrich

A boutique law firm located in downtown Austin, Texas. We limit our practice to handling Texas tax controversies and litigation. We represent clients in all stages: including audits, administrative hearings, trials, and appeals. We have successfully tried numerous Texas sales tax and franchise tax cases and handled the ensuing appeals: Combs v. Roark Amusement & Vending, L.P.; Taylor & Hill, Inc. v. Combs; Combs v. Newpark Resources, Inc.; Titan Transportation, LP v. Combs; Hegar v. CGG Veritas Services (U.S.), Inc.; Garriott v. Combs; Hegar v. Gulf Copper and Manufacturing Corp.; and Pointsmith Point-of-Purchase Management Services, LP v. Hegar. textaxlaw.com

2018 Stanley M. Johanson

Estate Planning Workshop

Austin Nov 16, 2018 AT&T Conference Center Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Friday Morning, Nov. 16, 2018

Friday Afternoon, Nov. 16, 2018

Conference Faculty

Stephen R. Akers

Rhonda H. Brink

Mickey R. Davis

Stanley M. Johanson

Bernard E. ("Barney") Jones

Kristen M. Lewis

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

Barbara Spudis de Marigny

Dennis B. Drapkin

Lawrence B. Gibbs

Joe Hull

Donald O. Jansen

Calvin H. Johnson

Jimmy Martens

Kenton E. McDonald

Christina A. Mondrik

Charles J. "Chad" Muller III

Patrick L. O'Daniel

T. Charles Parr III

Robert J. Peroni

Robert D. Probasco

Catherine C. Scheid

Amanda Traphagan

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Our Sponsors

Branscomb | PC

Stay in the loop with UT Law CLE

Austin Nov 16, 2018 AT&T Conference Center
Conference Concluded