2019 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 6, 2019 AT&T Conference Center
Conference Concluded

Overview

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice.

And come on Wednesday for the 67th 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. 6, 2019
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
7:30 am

Conference Room 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

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
9:45 am

Break
10:00 am

1.00 hr

Succession Planning for Owners of the Successful Pass-Through Entity

Analyze the personal and financial obstacles that arise when passing ownership of a family business on to the next generation. Learn how a preferred partnership structure can be used in balancing the need to treat all the children equally when only some play an active management role. Discover how key employees can be given an equity interest in the family business without adverse income tax treatment and without putting undue financial pressure on the key employee. Finally, review alternatives used to defer payment of the estate taxes.

Jerome M. Hesch Esq., Adjunct Professor of Law - Miami, FL

Jerome M. Hesch Esq., Adjunct Professor of Law - Miami, FL
11:00 am

1.00 hr

Use and Misuse of Business Entities in Estate Planning: Miscellaneous Tax Issues

Examine income and/or transfer tax issues associated with solutions for family rivalry and business succession issues for family businesses.

Richard B. Robinson, Robinson, Diss and Clowdus, P.C. - Denver, CO

Richard B. Robinson, Robinson, Diss and Clowdus, P.C. - Denver, CO
12:00 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Dec. 6, 2019
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
Thank You to Our Sponsor

BBVA
12:20 pm

0.75 hr

Practice Tips for IRS Estate and Gift Tax Inquiries from Cradle to Grave

Learn the latest trends in dealing with the IRS from the examination level through litigation. Discover procedural matters, issues currently being raised by the IRS in audits, little-known procedural anomalies, and traps for the unwary.

Josh O. Ungerman, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX

Josh O. Ungerman, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
1:05 pm

Break
1:20 pm

1.00 hr

Dos and Don’ts of Estate Planning for Millennials

Millennials are taking over. They now make up the largest portion of the U.S. labor force, and it is time we started paying attention to them. Learn about some of the differences that distinguish millennials from prior generations and learn which estate planning strategies are particularly relevant for millennial clients.

Christine Wakeman, Winstead PC - Dallas, TX

Christine Wakeman, Winstead PC - Dallas, 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
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Jerome M. Hesch Esq., Adjunct Professor of Law - Miami, FL
Josh O. Ungerman, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
Christine Wakeman, Winstead PC - Dallas, TX

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
Jerome M. Hesch Esq., Adjunct Professor of Law - Miami, FL
Josh O. Ungerman, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
Christine Wakeman, Winstead PC - Dallas, TX
4:00 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Jerome M. Hesch Esq.

Adjunct Professor of Law
Miami, FL

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Richard B. Robinson

Robinson, Diss and Clowdus, P.C.
Denver, CO

Josh O. Ungerman

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX

Christine Wakeman

Winstead PC
Dallas, 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

Joel N. Crouch

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, 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

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

Catherine C. Scheid

Attorney at Law
Houston, TX

Credit Info

Austin

MCLE Credit

Texas – 6.75 hrs
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 – 6.75 hrs

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.

Oklahoma – 8.00 hrs

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) – 8.00 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 – 8.00 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

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 once you claim and certify your credits in your UTCLE.org Briefcase 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

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Dec 6, 2019 – AT&T Conference Center

Conference Concluded

Buy

Austin

Individual
Last day for $375.00 Regular pricing: Dec 4, 2019
$425.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $340.00 Regular pricing: Dec 4, 2019
$390.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $300.00 Regular pricing: Dec 4, 2019
$350.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Nov 25, 2019
$50 processing fee applied after this date
Last day for cancellation: Dec 2, 2019

Venue

AT&T Conference Center

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

Accommodations

$189 room rate good through November 4, 2019 (subject to availability).

Book your room online here or call the reservations department at 877-744-8822 and reference the Taxation & Estate Planning Conference. The reservations link will be active until the room block is full or the cutoff date of 11/4/19, whichever comes first.

Parking Information

Daily self-parking will be validated for the AT&T Conference Center Garage or surrounding UT garages. Please note Dobie is not a UT garage and parking cannot be validated. Separate fees apply for valet and overnight parking.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

BBVA

BBVA
www.bbvausa.com

Since 1964, BBVA has offered customized personal trust services. Dating back to Central Bank & Trust in Birmingham and River Oaks Bank & Trust in Houston, the rich heritage of domestic trust services for wealthy clients has been passed down to clients and prospects across our growing footprint. Today, we combine the strength and reach of a global bank with the same boutique service that clients and beneficiaries have enjoyed for over 50 years. We work closely with your tax and legal advisors to provide a comprehensive, team approach to protecting family wealth for multiple generations.

Your will or trust agreement will express your wishes and the manner in which your assets should be managed by a trustee or executor, whether the named fiduciary is BBVA or an individual. In cases in which an individual is appointed as a fiduciary, BBVA can offer support and expertise through an agency relationship with the individual.
Martens, Todd, Leonard & Ahlrich

Martens, Todd, Leonard & Ahlrich
www.texastaxlaw.com

A boutique law firm located in downtown Austin, Texas. We limit our practice to handling Texas tax controversies and litigation. We represent clients in all stages: including audits, administrative hearings, trials, and appeals. We have successfully tried numerous Texas sales tax and franchise tax cases and handled the ensuing appeals: Combs v. Roark Amusement & Vending, L.P.; Taylor & Hill, Inc. v. Combs; Combs v. Newpark Resources, Inc.; Titan Transportation, LP v. Combs; Hegar v. CGG Veritas Services (U.S.), Inc.; Garriott v. Combs; Hegar v. Gulf Copper and Manufacturing Corp.; and Pointsmith Point-of-Purchase Management Services, LP v. Hegar.
Thompson & Knight LLP

Thompson & Knight LLP
www.tklaw.com

Estate Planning Workshop

Overview

Event Schedule

Friday Morning, Dec. 6, 2019

Friday Afternoon, Dec. 6, 2019

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Our Sponsors

BBVA

Martens, Todd, Leonard & Ahlrich

Thompson & Knight LLP

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