University of Texas School of Law
2019 Stanley M. Johanson
Estate Planning Workshop
Austin Dec 6, 2019 AT&T Conference Center
$375 Individual  |  $425 after Nov 25
$340 Group (5-9 ppl)  |  $390 after Nov 25
$300 Group (10 or more ppl)  |  $350 after Nov 25
Related products: eConferences, Materials
SPONSORS
BBVA
Martens, Todd, Leonard & Ahlrich
​Thompson & Knight LLP

UT Law CLE

2019 Stanley M. Johanson Estate Planning Workshop

Program Features
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.

UT Law CLE

2019 Stanley M. Johanson Estate Planning Workshop

11/20/19
Schedule

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

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

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

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

 
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

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

4:00 pm
Adjourn

UT Law CLE

2019 Stanley M. Johanson Estate Planning Workshop

Faculty

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

UT Law CLE

2019 Stanley M. Johanson Estate Planning Workshop

Credit Information

MCLE Credit

Texas
6.75 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
6.75 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)
8.00 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

2019 Stanley M. Johanson Estate Planning Workshop

Key Dates

Austin

  • Last day for Individual early registration: Nov 25, 2019
    Add $50 for registrations received after this time
  • Last day for Group (5-9 ppl) early registration: Nov 25, 2019
    Add $50 for registrations received after this time
  • Last day for Group (10 or more ppl) early registration: Nov 25, 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

UT Law CLE

2019 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

$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.

UT Law CLE

2019 Stanley M. Johanson Estate Planning Workshop

Sponsors