University of Texas School of Law
2016 Stanley M. Johanson
Estate Planning Workshop
Austin Dec 2, 2016 Radisson Hotel and Suites, Austin-Downtown
Conference Concluded
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SPONSORS
Bessemer Trust Company, N.A.
Martens, Todd, Leonard, Taylor & Ahlrich

UT Law CLE

2016 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.
  • Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A.
  • Practical tips on transfer-on-death and Lady Bird Deeds.
  • Updates on the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations.
  • 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 64th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

UT Law CLE

2016 Stanley M. Johanson Estate Planning Workshop

2/26/20
Schedule

Friday Morning, Dec. 2, 2016

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

7:30 am
Registration Opens

Includes continental breakfast.

8:20 am
Welcoming Remarks

8:30 am

1.25 hrs

Recent Developments Affecting Estate Planning

Consider recent cases, regulations, rulings, 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

The New Basis Consistency and Value Reporting Rules

What hath Treasury wrought on executors? Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A. Contemplate options for changing estate administration protocols to reduce this reporting burden. Join your colleagues in appreciating the challenges that this new reporting requirement brings to your practice!

Lora G. Davis, Davis Stephenson, PLLC - Dallas, TX

11:00 am

1.00 hr

Repairing Estate Plans That Are No Longer Appropriate

Sometimes the best laid plans of clients and their estate planning lawyers go astray. Sometimes we devise the ideal plan for a client but, due to the occurrence of unforeseeable circumstances or a change in the law, the plan no longer is appropriate. Or rather, the plan works fine but unanticipated factors afford the opportunity to shift additional wealth for the client. Explore what tools we can bring to the table to modify or unwind an existing estate planning transaction to accomplish a client’s current goal.

Jordan M. Ware, Winstead PC - Austin, TX

12:00 pm
Pick Up Lunch

Included in registration.

Friday Afternoon, Dec. 2, 2016

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

LUNCHEON PRESENTATION

12:20 pm

0.75 hr

Transfer-on-Death and Lady Bird Deeds

What are you going to say when your new (or old) client asks you to prepare a TODD or Lady Bird Deed? Consider whether these documents are the latest “save-me-from-probate” cure-all or the newest wrecking ball to the well-coordinated estate plan.

Pamela D. Orsak, Law Office of Pamela Orsak - Victoria, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

Washington Update: Counting Votes, Recounting Fables, and Discounting Values

Assess the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations. Will minds be closed to real tax reform? Will the door be closed to valuation discounts in the family controlled entity? Will family businesses have to be closed because they can’t pay the transfer tax? Will the bar be closed before Aucutt is finished? Hear answers to these questions and more.

Ronald D. Aucutt, McGuireWoods LLP - McLean, VA

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, including 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
Ronald D. Aucutt, McGuireWoods LLP - McLean, VA
Lora G. Davis, Davis Stephenson, PLLC - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Jerome M. Hesch Esq., Aventura, FL
Pamela D. Orsak, Law Office of Pamela Orsak - Victoria, TX
Jordan M. Ware, Winstead PC - Austin, TX

4:00 pm
Adjourn

UT Law CLE

2016 Stanley M. Johanson Estate Planning Workshop

Faculty

Conference Faculty

Stephen R. Akers
Bessemer Trust
Dallas, TX
Ronald D. Aucutt
McGuireWoods LLP
McLean, VA
Lora G. Davis
Davis Stephenson, PLLC
Dallas, TX
Mickey R. Davis
Davis & Willms, PLLC
Houston, TX
Jerome M. Hesch Esq.
Aventura, FL
Stanley M. Johanson
The University of Texas School of Law
Austin, TX
Pamela D. Orsak
Law Office of Pamela Orsak
Victoria, TX
Jordan M. Ware
Winstead PC
Austin, 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
Deborah Salzberg—Director
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
Timothy J. Devetski
Sidley Austin LLP
Houston, TX
Dennis B. Drapkin
Southern Methodist University Dedman School of Law
Dallas, TX
Joe Hull
Bracewell
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
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
Catherine C. Scheid
Attorney at Law
Houston, TX
Kelli H. Todd
Martens, Todd, Leonard, Taylor & Ahlrich
Austin, TX
Amanda Traphagan
Seay & Traphagan, PLLC
Austin, TX
Bret Wells
University of Houston Law Center
Houston, TX

UT Law CLE

2016 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.  
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)
9.00 hrs
National Accounting CPE
8.00 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.

UT Law CLE

2016 Stanley M. Johanson Estate Planning Workshop

Key Dates

Austin

  • Last day for Individual early registration: Nov 23, 2016
    Add $50 for registrations received after this time
  • Last day for Group (5-9 ppl) early registration: Nov 23, 2016
    Add $50 for registrations received after this time
  • Last day for Group (10 or more ppl) early registration: Nov 23, 2016
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Nov 18, 2016
  • Last day for cancellation (partial refund): Nov 28, 2016
    $50 processing fee applied

UT Law CLE

2016 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

$159 room rate good through October 30, 2016 (subject to availability). 
Reserve your room online

Parking Information

Daily Self-Parking: $6
Overnight Self-Parking: $10
Daily Valet Parking: $26

UT Law CLE

2016 Stanley M. Johanson Estate Planning Workshop

Sponsors