About

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

  • 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

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

    Hear Professor Johanson's popular and always-informative review of the latest cases, regulations, rulings and other "hot" estate planning topics!
  • 9:45 am
    Break

  • 10:00 am
    1.00 hr
    Succession Planning for Owners of the Successful Pass-Through Entity

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

    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.
  • 11:00 am
    1.00 hr
    Use and Misuse of Business Entities in Estate Planning: Miscellaneous Tax Issues

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

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

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

    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.
  • 1:05 pm
    Break

  • 1:20 pm
    1.00 hr
    Dos and Don’ts of Estate Planning for Millennials

    Christine Wakeman, Winstead PC - 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. 
  • 2:20 pm
    Break

  • 2:30 pm
    1.50 hrs
    Estate Planning Workshop

    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

    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.
  • 4:00 pm
    Adjourn

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

MCLE Credit
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.  
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.  
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.
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
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.
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.  

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Dec 6, 2019 – AT&T Conference Center
Conference Concluded
Buy
Austin
Last day for Individual early registration: Dec 4, 2019

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Dec 4, 2019

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Dec 4, 2019

Add $50 for registrations received after this time

Last day for cancellation (full refund): Nov 25, 2019
Last day for cancellation (partial refund): Dec 2, 2019

$50 processing fee applied

Venue

speaker

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.

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