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2013 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 6, 2013 AT&T Conference Center
Conference Concluded
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SPONSORS

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

  • Buy

Event Schedule

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

  • 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
    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

Download Schedule

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

  • Austin
MCLE Credit
Toggle view Texas – 6.50 hrs  |  1.00 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.
Toggle view California – 6.50 hrs  |  1.00 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.  
Toggle view New York – 7.50 hrs  |  1.00 hrs Ethics
As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, 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 (PDF).

 You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.  
Toggle view 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
Toggle view Certified Financial Planner (CFP) – 8.50 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/
Toggle view 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.

Key Dates

Austin – Dec 6, 2013 – AT&T Conference Center
Conference Concluded
Buy
  • Austin
Individual
Last day for $300.00 Regular pricing: Nov 22, 2013

$350.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $270.00 Regular pricing: Nov 22, 2013

$320.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $240.00 Regular pricing: Nov 22, 2013

$290.00 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

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.

Our Sponsors

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

  • Bracewell & Giuliani LLP logo
    Bracewell & Giuliani LLP
    Bracewell & Giuliani’s tax group has significant experience with the tax issues arising in transactions in all aspects of the energy industry including upstream and midstream oil and gas, oil field services, power generation and transmission and renewables. We also render critical tax advice in transactions including acquisitions and dispositions, reorganizations, debt and equity financing and financial transactions including hedging arrangements. Additionally, members of our team have a tremendous depth of experience in estate tax planning. Understanding that estate planning is a very personal process, we treat our attorney-client relationships as paramount. Our experience enables us to pursue a variety of sophisticated strategies to assist our clients in protecting their wealth for future generations in the most tax-efficient manner possible. No matter what the tax issue, Bracewell attorneys are committed to the relationship and understanding of each client's goals and concerns. www.bgllp.com
  • Caplin & Drysdale, Chartered logo
    Caplin & Drysdale, Chartered
    www.capdale.com
  • Fizer, Beck, Webster, Bentley & Scroggins logo
    Fizer, Beck, Webster, Bentley & Scroggins
    For over thirty years, the law firm of FizerBeck has assisted individuals and families in preserving, managing and protecting their personal and business assets. Since its founding in 1979, the firm’s practice has focused on estate planning, administration and probate law, business organizations and transactions, real estate transactions, tax exempt organizations and charitable planning www.fizerbeck.com
Download Sponsor Details Become a Sponsor
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