Overview

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

The 2013 program opens with Professor Johanson's coverage of recent developments and features sessions on the Windsor decision and its possible effects on estate planning, threats to estate planning structures and how to mitigate them, the top twenty mistakes made in estate planning insurance and how to avoid (or at least fix) them, and what every estate and trust planner needs to know about the 3.8% “Medicare” tax and working in a high-exemption world. The Workshop concludes with the not-to-be-missed interactive Workshop panel, presented by Professor Johanson and all Workshop faculty.

Come early on Wednesday for the 61st Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Save $50 when you register for both the Stanley Johanson Estate Planning Workshop and the Taxation Conference!

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Dec. 6, 2013
    Presiding Officer:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
  • 7:30 am
    Registration Opens

    Includes continental breakfast.
  • 8:15 am
    Welcoming Remarks

  • 8:30 am
    1.25 hrs
    Recent Developments Affecting Estate Planning

    Stanley M. Johanson, The University of Texas School of Law - Austin, TX

    Recent cases, regulations and rulings related to valuation issues, family limited partnerships, marital and charitable deductions, administration expense deductions, IRAs, and other "hot" estate planning topics.
  • 9:45 am
    Break

  • 10:00 am
    1.00 hr
    0.25 hr ethics
    Untying the Windsor Knot

    Alvin J. Golden, Ikard Golden Jones P.C. - Austin, TX

    The Supreme Court's decision that it is unconstitutional to treat legally married same sex couples differently for federal law purposes set off a revolution in how such couples are treated, but left many questions unanswered. An analysis of the effects of the Windsor decision through its progeny and government agency pronouncements, and the profound conflicts it now creates between Texas law and federal law.
  • 11:00 am
    1.00 hr
    A Comprehensive Approach to Asset Protection Planning

    Mark E. Osborne, Osborne, Helman, Knebel & Deleery, L.L.P. - Austin, TX

    Practical considerations for creditor protection planning using traditional estate planning strategies. Discussion of LLCs, partnerships, third party and self-settled trusts, forum shopping and drafting tips for formation agreements to protect family wealth and limit creditor actions. Review of recent case law and legislation, including a discussion of fraudulent transfers and related issues involving asset protection planning.
  • 12:00 pm
    Pick Up Lunch

    Included in registration.
  • Friday Afternoon, Dec. 6, 2013
    Presiding Officer:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
  • Luncheon Presentation
  • 12:15 pm
    0.75 hr
    With Apologies to David Letterman, The Top Twenty (or so) List of Estate Planning Insurance Mistakes—And How to Avoid (or at Least Fix) Them

    Lawrence Brody, Bryan Cave LLP - Saint Louis, MO

    Identify common mistakes in life insurance planning in an estate planning context, and hear suggestions on how to avoid them.
  • 1:00 pm
    Break

  • 1:15 pm
    1.00 hr
    Trust and Estate Planning in a High-Exemption World and the 3.8% "Medicare" Tax: What Estate and Trust Professionals Need to Know

    Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
    Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

    With new “permanent” estate and gift tax laws, planning techniques continue to evolve as estate planning professionals and their clients adapt. Explore the new rules, along with some new twists, as we reevaluate estate planning tools while wrestling with issues like portability and the 3.8% net investment income tax.
  • 2:15 pm
    Break

  • 2:30 pm
    1.50 hrs
    0.75 hr ethics
    Estate Planning Workshop

    Moderator:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
    Panelists:
    Lawrence Brody, Bryan Cave LLP - Saint Louis, MO
    Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
    Alvin J. Golden, Ikard Golden Jones P.C. - Austin, TX
    Jerome M. Hesch, Of Counsel, Berger Singerman LLP - Miami, FL
    Mark E. Osborne, Osborne, Helman, Knebel & Deleery, L.L.P. - Austin, TX
    Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

    The Workshop addresses practical and ethical concerns commonly faced by practitioners in the estate planning area, covering hot-button issues stemming from recent cases, rulings and regulations (final and proposed). Gain insight on current "hot" estate planning techniques.
  • 4:00 pm
    Adjourn

Conference Faculty

Lawrence Brody

Bryan Cave LLP
Saint Louis, MO

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Alvin J. Golden

Ikard Golden Jones P.C.
Austin, TX

Jerome M. Hesch

Of Counsel, Berger Singerman LLP
Miami, FL

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Mark E. Osborne

Osborne, Helman, Knebel & Deleery, L.L.P.
Austin, TX

Melissa J. Willms

Davis & Willms, PLLC
Houston, TX

Planning Committee

Stanley M. Johanson—Chair

The University of Texas School of Law
Austin, TX

Maxine Aaronson

Attorney at Law
Dallas, TX

Stephen R. Akers

Bessemer Trust Company, N.A.
Dallas, TX

R. Gordon Appleman

Thompson & Knight LLP
Fort Worth, TX

Stanley L. Blend

Strasburger Price Oppenheimer Blend
San Antonio, TX

Michael L. Cook

Cook Brooks Johnson PLLC
Austin, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Dennis B. Drapkin

Dallas, TX

Barbara B. Franklin

IRS
Houston, TX

Lawrence B. Gibbs

Miller & Chevalier Chartered
Washington, DC

Joe Hull

Bracewell & Giuliani LLP
Austin, TX

Richard A. Husseini

Baker Botts
Houston, TX

Calvin H. Johnson

The University of Texas School of Law
Austin, TX

Hollis L. Levy

The University of Texas School of Law
Austin, TX

James F. Martens

Martens, Todd & Leonard
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

Robert D. Probasco

Thompson & Knight LLP
Dallas, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Jerry M. Scroggins Jr.

Fizer, Beck, Webster, Bentley & Scroggins
Houston, TX

Jasper G. Taylor III

Norton Rose Fulbright
Houston, TX

Kelli H. Todd

Martens, Todd & Leonard
Austin, TX

Juan F. Vasquez Jr.

Chamberlain, Hrdlicka, White, Williams & Aughtry
Houston, TX

Bret Wells

University of Houston Law Center
Houston, TX

R. David Wheat

Thompson & Knight LLP
Dallas, TX

Credit Info

MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
As The University of Texas School of Law is a State Bar of California approved MCLE provider (#1944), and the State Bar of California is a New York Approved Jurisdiction, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines.

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the New York State Bar Association. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.
Other Credit
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

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 6, 2013 – AT&T Conference Center
Conference Concluded
Buy
Austin
Last day for Individual early registration: Nov 22, 2013

Add $50 for registrations received after this time

Last day for Group 10% (5-9) (5 registrants minimum) early registration: Nov 22, 2013

Add $50 for registrations received after this time

Last day for Group 20% (10+) (10 registrants minimum) early registration: Nov 22, 2013

Add $50 for registrations received after this time

Last day for cancellation (full refund): Nov 22, 2013

$50 processing fee applied after this date

Last day for cancellation: Dec 2, 2013

Venue

speaker

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

Accommodations

$174.00 good through Nov 25, 2013
Reserve your room online.

Parking Information

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

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