University of Texas School of Law
Conference art
TX Credit Info:
6.50 hrs
0.75 hrs Ethics
TX Specialization:
Estate Planning and Probate Law
Tax Law
More Credit Info

2014 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 5, 2014 – Radisson Hotel and Suites, Austin-Downtown
Conference Concluded

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Also available as: Materials, In-House CLE


SPONSORS
Bracewell & Giuliani LLP
Branscomb | PC
Caplin & Drysdale, Chartered
Hochman, Salkin, Rettig, Toscher & Perez, P.C.
Martens, Todd, Leonard & Taylor
Sidley Austin LLP
Program Features
The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice. 
 
2014 program highlights include:
  • Professor Johanson’s Recent Developments Affecting Estate Planning provides the most current updates and “hot” estate planning topics
  • Stephen R. Akers, Bessemer Trust, Dallas, TX, presents Estate Planning for Married Couples with Estates of $2M to $10M
  • Learn cutting-edge tricks and tips to maximize basis while still giving effect to your client’s estate planning goals from Mickey R. Davis, Davis & Willms, PLLC, Houston, TX
  • Charles M. Meadows Jr., Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P., Dallas, TX, provides insight on handling the ‘sensitive’ estate planning examination
  • Estate Planning Workshop brings together all Workshop faculty to address practical and ethical concerns faced by practitioners, and to discuss the hot-button issues stemming from recent cases, rulings and regulation
Come early on Wednesday for the 62nd Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.
Schedule

Friday Morning, Dec. 5, 2014

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, rulings and other "hot" estate planning topics relating to valuation issues, new basis at death rule, marital deduction, portability election, qualified plans and IRAs, and more.

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

9:45 am
Break

10:00 am

1.00 hr

Planning for New Basis at Death

Historically large federal gift and estate tax exemptions plus the availability of portability mean that for many taxpayers, estate and gift taxes are simply no longer a primary concern. For most of our clients, there is a new emphasis on maximizing a taxpayer's basis in property acquired from a decedent. Learn cutting-edge tricks and tips to maximize basis while still giving effect to your client's estate planning goals.

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

11:00 am

1.00 hr

Estate Planning for Beneficiaries Who May Need Long-Term Care

Why revocable trusts impede medicaid eligibility, how a simple testamentary trust can protect medicaid benefits, why there is no real income limit for nursing home benefits, and how to avoid common Medicaid "transfer traps."

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX

12:00 pm
Pick Up Lunch

Included in registration.

Friday Afternoon, Dec. 5, 2014

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

LUNCHEON PRESENTATION

12:20 pm

0.75 hr

Handling the Sensitive Estate Tax Examination

Girlfriends and boyfriends, prior unreported gifts, other omitted assets, open income tax audits, decedents previously involved in illegal activities, undervalued assets, cash hoards, potential executor liability and discharge from liability under 6905 (estate tax) and 2204 (income tax), potential criminal restitution claims and priority of claimants, criminal gift and estate tax cases, and failure to file and failure to pay issues are covered.

Charles M. Meadows Jr., Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

Estate Planning for Married Couples with Estates of $2M to $10M

Large estate exemptions and portability have totally revised planning paradigms. Critical issues include planning around portability, the increased relative importance of structuring around flexibility to achieve basis step-up, and changed paradigms regarding trust income taxes and distribution planning. Traditional non-tax issues, such as trustee selection and asset protection planning (including divorce planning), are also addressed. 

Stephen R. Akers, Bessemer Trust - Dallas, TX

2:20 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:
Stephen R. Akers, Bessemer Trust - Dallas, TX
Patricia A. Cain, Santa Clara University School of Law - Santa Clara, CA
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Jerome M. Hesch, Berger Singerman LLP - Miami, FL
Charles M. Meadows Jr., Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX

4:00 pm
Adjourn

Faculty

Conference Faculty

Stephen R. Akers
Bessemer Trust
Dallas, TX
Patricia A. Cain
Santa Clara University School of Law
Santa Clara, CA
Mickey R. Davis
Davis & Willms, PLLC
Houston, TX
H. Clyde Farrell
Farrell & Pak PLLC
Austin, TX
Jerome M. Hesch
Berger Singerman LLP
Miami, FL
Stanley M. Johanson
The University of Texas School of Law
Austin, TX
Charles M. Meadows Jr.
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX
Bliss Burdett Pak
Farrell & Pak PLLC
Austin, TX

Planning Committee

Stanley M. Johanson—Chair
The University of Texas School of Law
Austin, TX
Stephen R. Akers—Co-Chair
Bessemer Trust
Dallas, TX
Mickey R. Davis—Co-Chair
Davis & Willms, PLLC
Houston, TX
Credit Information

MCLE Credit

Texas
6.50 hrs  |  0.75 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  |  0.75 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.  
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. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.
Other States
Many jurisdictions accept conferences offered by The University of Texas School of Law, and approved by the State Bar of Texas, for CLE credit. Please check with your jurisdiction's regulatory authority. A Certificate of Attendance and credit reporting documentation will be provided at the conference.

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.learningmarket.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.
Key Dates

Austin

  • Last day for Individual early registration: Nov 21, 2014
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Nov 24, 2014
  • Last day for cancellation (partial refund): Dec 1, 2014
    $50 processing fee applied

Hotel / Venue

Austin

Radisson Hotel and Suites, Austin-Downtown

111 E. Cesar Chavez Street
Austin, TX
512.478.9611 (reservations)

Accommodations

$149 room rate good through November 2, 2014 (subject to availability).

Reserve your room online.

Parking Information

$3 daily self-parking; $8 overnight self-parking; $24 valet parking
Sponsors