University of Texas School of Law
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
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Martens, Todd, Leonard, Taylor & Ahlrich
 

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

Program Features
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.

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

2/26/20
Schedule

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

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

Faculty

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

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

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.  
Ohio
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. UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.
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)
6.50 hrs
National Accounting CPE
7.00 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.

MCLE Credit

Texas
6.50 hrs  |  0.75 hrs Ethics
Additional Information
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.
California
6.50 hrs  |  0.75 hrs Ethics
Additional Information
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

Certified Financial Planner (CFP)
6.50 hrs
TX Accounting CPE
7.00 hrs
Additional Information
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.

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

Key Dates

Austin

  • Last day for Individual early registration: Nov 24, 2015
    Add $50 for registrations received after this time
  • Last day for Group (5-9 ppl) early registration: Nov 24, 2015
    Add $50 for registrations received after this time
  • Last day for Group (10 or more ppl) early registration: Nov 24, 2015
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Nov 27, 2015
  • Last day for cancellation (partial refund): Nov 30, 2015
    $50 processing fee applied

Live Webcast

  • Last day for cancellation (full refund): Nov 24, 2015
  • Last day for cancellation (partial refund): Dec 1, 2015
    $50 processing fee applied

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

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 1, 2015 (subject to availability).  
Reserve your room online.

Parking Information

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

UT Law CLE

2015 Stanley M. Johanson Estate Planning Workshop

Sponsors