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2015 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 4, 2015 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded
Live Webcast Dec 4, 2015
Conference Concluded
Buy
Related products: Materials
SPONSORS
Bracewell & Giuliani LLP 
Branscomb | PC
Chamberlain, Hrdlicka, White, Williams & Aughtry
KPMG LLP
Martens, Todd, Leonard, Taylor & Ahlrich
 
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Overview

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

  • Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson
  • Learning the tricks and avoiding the traps in generation-skipping transfer tax planning
  • Recent Texas legislative developments in directed trusts
  • How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop 
Come on Wednesday for the 63rd Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Buy

Event Schedule

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

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

  • 8:30 am
    1.25 hrs
    Recent Developments Affecting Estate Planning
    Consider 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, 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
    Asset Protection Trusts in Texas? Really?
    It’s not likely that Texas will ever pass “true” asset protection trust legislation. (We’ve tried.) But in recent years, the legislature has expanded our spendthrift trust statute to allow certain types of self-settled trusts to be protected from the settlor’s creditors. Learn various planning opportunities embedded in the Texas spendthrift trust statute.

    Amy P. Jetel, Beckett Tackett & Jetel, PLLC - Austin, TX
    Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

  • 11:00 am
    1.00 hr
    GST Issues: Tricks and Traps for the Unwary
    Explore selected generation-skipping transfer tax issues, including tricks and traps relating to properly reporting trust contributions and modifying or decanting trusts. Strategies for cleaning up some common tax reporting errors that relate to GST trusts will also be discussed.

    R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX

  • 12:00 pm
    Austin Only
    Pick Up Lunch (in Austin)
    Included in registration.

  • Friday Afternoon
    Presiding Officer:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:20 pm
    0.75 hr
    Valuation Issues in Estate Planning
    Obtain guidance in reading and commenting on valuation reports, with a focus on assisting readers in refining appraisals to ensure that gift, estate, and generation-skipping transfer tax returns are prepared in a manner that is most defensible in audit and in court, if need be.

    Stephanie Loomis-Price, Winstead PC - Houston, TX

  • 1:05 pm
    Break

  • 1:20 pm
    1.00 hr
    Who’s in Charge—Using Directed Trusts
    Understand how to use directed trusts in Texas, including a review of the Uniform Act and the new Texas Directed Trust statute.

    Jeffrey N. Myers, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX

  • 2:20 pm
    Break

  • 2:30 pm
    1.50 hrs
    0.75 hr ethics
    Estate Planning Workshop
    Address 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
    Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
    Amy P. Jetel, Beckett Tackett & Jetel, PLLC - Austin, TX
    Jeffrey N. Myers, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
    R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX
    Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

  • 4:00 pm
    Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Amy P. Jetel

Beckett Tackett & Jetel, PLLC
Austin, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Stephanie Loomis-Price

Winstead PC
Houston, TX

Jeffrey N. Myers

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

R. Eric Viehman

Ytterberg Deery Knull LLP
Houston, TX

Melissa J. Willms

Davis & Willms, PLLC
Houston, TX

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

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

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Joe Hull

Bracewell & Giuliani LLP
Austin, TX

Donald O. Jansen

The University of Texas System
Austin, TX

Calvin H. Johnson

The University of Texas School of Law
Austin, TX

James F. Martens

Martens, Todd, Leonard, Taylor & Ahlrich
Austin, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Susan C. Morse

The University of Texas School of Law
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

The Probasco Law Firm
Dallas, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Kelli H. Todd

Martens, Todd, Leonard, Taylor & Ahlrich
Austin, TX

Bret Wells

University of Houston Law Center
Houston, TX

Credit Info

  • Austin
  • Live Webcast
MCLE Credit
Toggle view 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 Monday. 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
Toggle view California – 6.50 hrs  |  0.75 hrs Ethics
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 must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.  
Toggle view Ohio – 6.50 hrs  |  0.75 hrs Ethics
UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also need to sign in at the registration desk if you are attending the live conference - please see staff for details.
Toggle view Oklahoma – 8.00 hrs  |  1.00 hrs Ethics
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and 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) – 6.50 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 your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

You can learn more at: http://www.cfp.net/
Toggle view National Accounting CPE – 7.00 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

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.
MCLE Credit
Toggle view Texas – 6.50 hrs  |  0.75 hrs Ethics
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Toggle view California – 6.50 hrs  |  0.75 hrs Ethics
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Other Credit
Toggle view Certified Financial Planner (CFP) – 6.50 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 your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

You can learn more at: http://www.cfp.net/
Toggle view TX Accounting CPE – 7.00 hrs
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Dec 4, 2015 – Radisson Hotel and Suites, Austin-Downtown
Conference Concluded
Live Webcast – Dec 4, 2015
Conference Concluded
Buy
Austin
Last day for Individual early registration: Nov 24, 2015

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Nov 24, 2015

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Nov 24, 2015

Add $50 for registrations received after this time

Last day for cancellation (full refund): Nov 27, 2015

$50 processing fee applied after this date

Last day for cancellation: Nov 30, 2015
Live Webcast
Last day for cancellation (full refund): Nov 24, 2015

$50 processing fee applied after this date

Last day for cancellation: Dec 1, 2015

Venue

speaker

Radisson Hotel and Suites, Austin-Downtown

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

Accommodations

$149 room rate good through November 1, 2015 (subject to availability).  
Reserve your room online.

Parking Information

Daily Self-Parking:  $4
Overnight Self-Parking: $10 
Daily Valet Parking:  $25

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.
    bgllp.com
  • Branscomb | PC logo
    Branscomb | PC
    Branscomb | PC’s tax group provides comprehensive tax planning and advice to individuals, business entities, trustees, and personal representatives of estates. We have substantial experience in tax-free reorganizations and sales of businesses, tax-free spin-offs of branches or divisions of businesses, planning for investment in and divestment of oil and gas, planning with respect to settlements and jury awards in tax litigation, and planning for infusion of capital into existing businesses. Our estate tax planning group specializes in helping clients minimize the transfer tax cost of passing wealth on to subsequent generations. Our tax lawyers regularly handle Internal Revenue Service audits, protest letters contesting tax adjustments and penalties, administrative proceedings, appeals, and estate and gift tax disputes that include the valuation of closely-held businesses. We have long history of helping clients resolve issues with Internal Revenue Service and know how to work within the tax system to achieve our clients’ tax goals.
     
    www.branscombpc.com
  • Chamberlain, Hrdlicka, White, Williams & Aughtry logo
    Chamberlain, Hrdlicka, White, Williams & Aughtry
    Chamberlain, Hrdlicka, White, Williams & Aughtry marks its fourth decade as a diversified law practice focused on the highest level of client service.  Although we have grown to a firm of more than 100 attorneys with a wide variety of practice areas, personalized attention to our clients’ needs remains a hallmark of our heritage. We have built our reputation working with established businesses as well as entrepreneurs and individuals with sophisticated legal needs.  Today, our tradition of personalized service continues to be valued by clients from the smallest start-up ventures to the largest multinational companies. chamberlainlaw.com
  • KPMG LLP logo
    KPMG LLP
    KPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG International Cooperative ("KPMG International"). KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We operate in 155 countries and have more than 162,000 people working in member firms around the world.
     
    KPMG delivers a globally consistent set of multidisciplinary services based on deep industry knowledge. Our industry focus helps KPMG professionals develop a rich understanding of clients' businesses and the insight, skills, and resources required to address industry-specific issues and opportunities.
    kpmg.com

  • Martens, Todd, Leonard & Taylor

    Martens, Todd, Leonard & Taylor
    Martens, Todd, Leonard & Taylor focuses its practice on trials, appeals and administrative hearings involving the Texas franchise tax and Texas sales & use tax. We also represent clients in challenging assessments of federal income/estate and gift tax in the U.S. Tax Court, federal appeals courts, and U.S. Supreme Court. Our appellate practice includes all types of appeals. Our recent cases include:
    Combs v. Roark Amusement & Vending, LP, 422 S.W.3d 632 (Tex. 2013); In Re: AllCat Claims Service, LP, 356 S.W.3d 455 (Tex. 2011); Combs v. Newpark Resources, Inc., 422 S.W.3d 46 (Tex. App.—Austin 2013, no pet.); Titan Transportation, LP v. Combs, 433 S.W.3d 625 (Tex. App.—Austin 2014, pet. filed); CGG Veritas Services (U.S.), Inc. v. Combs, No. D-1-GN-12-001316 (353rd Dist. Ct. Sept. 17, 2014), appeal docketed, No. 03-14-00713-CV (Tex. App.—Austin Nov. 10, 2014) and Graphic Packaging Corp. v. Combs, No. D-1-GN-12-003038 (353rd Dist. Ct. Mar. 18, 2014), appeal docketed, No. 03-14-00197-CV (Tex. App. – Austin Apr. 2, 2014).
    texttaxlaw.com
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