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

Download Brochure (PDF)

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.

Event Schedule

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

Time

Credit

Subject

Speaker
Friday Morning, Dec. 4, 2015
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, Dec. 4, 2015
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

MCLE Credit

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 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.

California – 6.50 hrs | 0.75 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.

Ohio – 6.50 hrs | 0.75 hrs Ethics

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference.

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

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 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/

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 (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.

MCLE Credit

Texas – 6.50 hrs | 0.75 hrs Ethics

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 Completion will be emailed to you upon claiming credit. 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.

California – 6.50 hrs | 0.75 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

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 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/

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 us at accreditation@utcle.org 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
Live Webcast

Individual
Last day for $325.00 Regular pricing: Nov 24, 2015

$375.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $295.00 Regular pricing: Nov 24, 2015

$345.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $260.00 Regular pricing: Nov 24, 2015

$310.00 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

Individual
Last day for cancellation (full refund): Nov 24, 2015

$50 processing fee applied after this date

Last day for cancellation: Dec 1, 2015

Venue

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

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

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

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

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

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

Overview

Event Schedule

Friday Morning, Dec. 4, 2015

Friday Afternoon, Dec. 4, 2015

Conference Faculty

Stephen R. Akers

Mickey R. Davis

Amy P. Jetel

Stanley M. Johanson

Stephanie Loomis-Price

Jeffrey N. Myers

R. Eric Viehman

Melissa J. Willms

Planning Committee

Stephen R. Akers—Co-Chair

Mickey R. Davis—Co-Chair

Stanley M. Johanson—Chair Emeritus

Maxine Aaronson

R. Gordon Appleman

Stanley L. Blend

Michael L. Cook

Dennis B. Drapkin

Joe Hull

Donald O. Jansen

Calvin H. Johnson

James F. Martens

Christina A. Mondrik

Susan C. Morse

Charles J. "Chad" Muller

Patrick L. O'Daniel

T. Charles Parr III

Robert J. Peroni

Robert D. Probasco

Catherine C. Scheid

Kelli H. Todd

Bret Wells

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

Radisson Hotel and Suites, Austin-Downtown

Accommodations

Parking Information

Our Sponsors

Martens, Todd, Leonard & Taylor

Stay in the loop with UT Law CLE

Austin Dec 4, 2015 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded

Live Webcast Dec 4, 2015
Conference Concluded