Includes continental breakfast.
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
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
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
Included in registration.
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
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.
Winstead PC - Dallas, TX
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.
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
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
The University of Texas at Austin
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 InformationDaily 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.