University of Texas School of Law
2018 Stanley M. Johanson
Estate Planning Workshop
Austin Nov 16, 2018 AT&T Conference Center
$375 Individual  |  $425 after Nov 7
SPONSORS
Martens, Todd, Leonard & Ahlrich

UT Law CLE

2018 Stanley M. Johanson Estate Planning Workshop

Program Features
Join legendary UT Law Professor Stanley M. Johanson’s as he leads his Estate Planning Workshop, which 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 Johanson.
  • Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client.
  • Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice.
Come on Wednesday for the 66th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

UT Law CLE

2018 Stanley M. Johanson Estate Planning Workshop

10/23/18
Schedule

Friday Morning, Nov. 16, 2018

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

7:30 am
Registration Opens

Including 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

Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love With "Tangential" Planning

"Tangential relationships" for which an estate and trust attorney may have to develop a plan often include committed couples and new spouses of the same gender. But property issues or claims may arise out of tangential relationships as diverse as children born as the result of nontraditional reproductive technology to employer-employee matters. Explore how to negate some relationships, establish others, and provide for those that exist in law or in fact.

Rhonda H. Brink, Brink Bennett Flaherty Golden - Austin, TX

11:00 am

1.00 hr

Financial Abuse of Elders and Other At-Risk Adults: The Crime of the Twenty-First Century

Address the scope of Elder Financial Abuse (EFA), how to recognize and minimize the risk of EFA, and actions to take when EFA has been perpetrated and discovered.

Kristen M. Lewis, Smith, Gambrell & Russell, LLP - Atlanta, GA

12:00 pm
Pick Up Lunch

Included in registration.

Friday Afternoon, Nov. 16, 2018

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

LUNCHEON PRESENTATION

12:20 pm

0.75 hr

Of Mice and Metadata: Ethics, Client Confidentiality, and the Duty of Competence in the Digital Age

Focus on the electronic communication of confidential client information, including analyses of recent ethics opinions, and hear suggested "best practices."

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

Ten Tools Every Estate Planner Should Know How to Use

Exemptions, rates, and brackets may rise and fall, and estate planners’ focus may shift from transfer taxes to income taxes and back. But no matter how laws change, certain tools that should be in every estate planner’s toolbox. Learn techniques that every estate planner needs to understand, including a discussion on when and how to use them, what to watch out for, and how to explain then in a way your clients will understand.

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX

2:20 pm
Break

2:30 pm

1.50 hrs

Estate Planning Workshop

Address practical 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
Rhonda H. Brink, Brink Bennett Flaherty Golden - Austin, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Kristen M. Lewis, Smith, Gambrell & Russell, LLP - Atlanta, GA

4:00 pm
Adjourn

UT Law CLE

2018 Stanley M. Johanson Estate Planning Workshop

Faculty

Conference Faculty

Stephen R. Akers
Bessemer Trust
Dallas, TX
Rhonda H. Brink
Brink Bennett Flaherty Golden
Austin, TX
Mickey R. Davis
Davis & Willms, PLLC
Houston, TX
Stanley M. Johanson
The University of Texas School of Law
Austin, TX
Bernard E. ("Barney") Jones
Attorney at Law
Houston, TX
Kristen M. Lewis
Smith, Gambrell & Russell, LLP
Atlanta, GA

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
Barbara Spudis de Marigny
Orrick, Herrington & Sutcliffe LLP
Houston, TX
Dennis B. Drapkin
Southern Methodist University Dedman School of Law
Dallas, TX
Lawrence B. Gibbs
Miller & Chevalier
Washington, DC
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
Jimmy Martens
Martens, Todd, Leonard & Ahlrich
Austin, TX
Kenton E. McDonald
Branscomb | PC
Corpus Christi, 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
Robert D. Probasco
Texas A&M University School of Law
Fort Worth, TX
Catherine C. Scheid
Attorney at Law
Houston, TX
Amanda Traphagan
Seay & Traphagan, PLLC
Austin, TX

UT Law CLE

2018 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) – Expected
7.00 hrs
National Accounting CPE
7.50 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
7.80 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

2018 Stanley M. Johanson Estate Planning Workshop

Key Dates

Austin

  • Last day for Individual early registration: Nov 7, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Nov 9, 2018
  • Last day for cancellation (partial refund): Nov 12, 2018
    $50 processing fee applied

UT Law CLE

2018 Stanley M. Johanson Estate Planning Workshop

Hotel / Venue

Austin

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

Special Room Rate: $189 good through October 16, 2018. Reference the "Taxation and Estate Planning Conference" when you call reservations.

Parking Information

Free daily self-parking at UT garages. Separate fees apply for valet and overnight parking.