University of Texas School of Law
2017 Stanley M. Johanson
Estate Planning Workshop
Austin Dec 15, 2017 DoubleTree by Hilton Hotel Austin
$425 Individual

UT Law CLE

2017 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.
  • Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Stanley M. Johanson.
  • Learn the best practices to make distributions from trusts and estates while making sure the fiduciary is protected and the files are complete.
  • Explore Non-Probate Transfers of All Kinds with Steven D. Baker, Giordani, Swanger, Ripp & Jetel
  • Analyze practical and ethical concerns faced by practitioners, and discuss the hot-button issues stemming from recent cases, rulings, and regulation in the Estate Planning Workshop featuring all Workshop faculty
Come on Wednesday for the 65th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

UT Law CLE

2017 Stanley M. Johanson Estate Planning Workshop

12/13/17
Schedule

Friday Morning, Dec. 15, 2017

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

Hear Professor Johanson's popular and always-informative review of the latest 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

Choice of Entities: When to S Corporation, When to LLC, When to FLP, and Why

S corporations, LLCs, and limited partnerships are all popular vehicles to consider when forming a family business. Learn the tax and non-tax issues that go into deciding when to choose which entity.

Gene Wolf Jr., Kemp Smith LLP - El Paso, TX

11:00 am

1.00 hr

Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries

Review the issues to consider, the information to gather, and documents to prepare when making distributions from trusts and estates. What are the best practices not only to make distributions, but to make sure that the fiduciary is protected and the files are complete?

Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX

12:00 pm
Pick Up Lunch

Included in registration. 

Friday Afternoon, Dec. 15, 2017

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

LUNCHEON PRESENTATION

12:20 pm

0.75 hr

Non-Probate Transfers of All Kinds

Take an intensive look, both academic and interesting, at the ever-increasing use of tools to transfer wealth at death beyond a Will.

Steven D. Baker, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

Planning in a Period of Uncertainty, Including Using Defined Value Clauses

Learn practical planning approaches for dealing with clients in light of the possibility of estate tax repeal. Review transfer planning approaches that minimize the risk of paying current gift taxes, and the practicalities of using defined value clauses.

Stephen R. Akers, Bessemer Trust - Dallas, TX

2:20 pm
Break

2:30 pm

1.50 hrs

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
Steven D. Baker, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX
Gene Wolf Jr., Kemp Smith LLP - El Paso, TX

4:00 pm
Adjourn

UT Law CLE

2017 Stanley M. Johanson Estate Planning Workshop

Faculty

Conference Faculty

Stephen R. Akers
Bessemer Trust
Dallas, TX
Steven D. Baker
Giordani, Swanger, Ripp & Jetel, LLP
Austin, TX
Mickey R. Davis
Davis & Willms, PLLC
Houston, TX
Stanley M. Johanson
The University of Texas School of Law
Austin, TX
Arielle M. Prangner
Davis & Willms, PLLC
Houston, TX
Gene Wolf Jr.
Kemp Smith LLP
El Paso, 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
Dennis B. Drapkin
Southern Methodist University Dedman School of Law
Dallas, TX
Lauren Fitte
Giordani, Swanger, Ripp & Jetel, LLP
Austin, TX
Lawrence B. Gibbs
Miller & Chevalier
Washington, DC
Kristie Iatrou
Mondrik & Associates
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 & Ahlrich
Austin, TX
Christina A. Mondrik
Mondrik & Associates
Austin, TX
Charles J. "Chad" Muller III
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 & Ahlrich
Austin, TX
Amanda Traphagan
Seay & Traphagan, PLLC
Austin, TX

UT Law CLE

2017 Stanley M. Johanson Estate Planning Workshop

Credit Information

MCLE Credit

Texas
6.50 hrs
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
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
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)
7.00 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.
TX Accounting CPE
8.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences 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.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

UT Law CLE

2017 Stanley M. Johanson Estate Planning Workshop

Key Dates

Austin

  • Last day for Individual early registration: Dec 6, 2017
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Dec 8, 2017
  • Last day for cancellation (partial refund): Dec 11, 2017
    $50 processing fee applied

UT Law CLE

2017 Stanley M. Johanson Estate Planning Workshop

Hotel / Venue

Austin

DoubleTree by Hilton Hotel Austin

6505 N Interstate 35
Austin, TX 78752-4346
512-454-3737
800-347-0330 (reservations)
Map

Accommodations

$149 room rate good through November 29, 2017 (subject to availability). Please refer to the Taxation and Estate Planning Conference when calling the reservations department. 

Parking Information

Daily or Overnight Self-parking: $8 
Valet Parking: $18