University of Texas School of Law
2013 Stanley M. Johanson
Estate Planning Workshop
Austin Dec 6, 2013 AT&T Conference Center
Conference Concluded

SPONSORS

Bracewell & Giuliani LLP
Caplin & Drysdale, Chartered
Fizer, Beck, Webster, Bentley & Scroggins

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

Program Features
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!

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

7/23/18
Schedule

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

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.

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

9:45 am
Break

10:00 am

1.00 hr
0.25 hr ethics

Untying the Windsor Knot

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.

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

11:00 am

1.00 hr

A Comprehensive Approach to Asset Protection Planning

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.

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

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

Identify common mistakes in life insurance planning in an estate planning context, and hear suggestions on how to avoid them.

Lawrence Brody, Bryan Cave LLP - Saint Louis, MO

 
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

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.

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

2:15 pm
Break

2:30 pm

1.50 hrs
0.75 hr ethics

Estate Planning Workshop

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.

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

4:00 pm
Adjourn

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

Faculty

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

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

Credit Information

MCLE Credit

Texas
6.50 hrs  |  1.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
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.  
California
6.50 hrs  |  1.00 hrs Ethics
Additional Information
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.  
New York
7.50 hrs  |  1.00 hrs Ethics
Additional Information
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.  
Oklahoma
8.00 hrs  |  1.00 hrs Ethics
Additional Information
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.
Other States
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

Certified Financial Planner (CFP)
8.50 hrs
National Accounting CPE
7.50 hrs
Additional Information
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.

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

Key Dates

Austin

  • Last day for Individual early registration: Nov 22, 2013
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Nov 22, 2013
  • Last day for cancellation (partial refund): Dec 2, 2013
    $50 processing fee applied

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

Hotel / Venue

Austin

AT&T Conference Center

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.

UT Law CLE

2013 Stanley M. Johanson Estate Planning Workshop

Sponsors