Conference art

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 join us on Wednesday for the 68th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officer:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
  • 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
    5-Minute Break

  • 9:50 am
    0.75 hr
    Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients

    Marty Shenkman, Shenkman Law - Fort Lee, NJ

    Review ideas that estate planners should consider as they advise clients on how to respond to the 2020 elections! Consider best uses for expiring gift exclusions and GST exemptions, while providing clients with control in an uncertain environment through the use of trusts. Evaluate the use of powers of appointments to provide basis step-up, planning flexibility, and more.
  • 10:35 am
    5-Minute Break

  • 10:40 am
    0.75 hr
    The SECURE Act: What Estate Planners Need to Know

    Stephen R. Akers, Bessemer Trust - Dallas, TX
    Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

    The SECURE Act is the biggest estate planning change impacting retirement plans in two decades. Learn how the Act changes the way we plan for clients who have significant retirement plan assets, including changes to how we use trusts as retirement plan beneficiaries, and special planning that might need to be done for clients who want to name disabled, chronically ill, minor children, or close-in-age beneficiaries for their retirement assets.
  • 11:25 am
    5-Minute Break

  • 11:30 am
    0.75 hr
    Charitable Planning Ideas Your Clients Can Use

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

    Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore using donor-advised funds vs. private foundations, designing split-interest trusts to fit your clients’ needs, and using charitable trusts to mimic stretch IRA’s after the SECURE Act.
  • 12:15 pm
    Break for LunchPresentation Resumes at 12:40 p.m.

  • Friday Afternoon
    Presiding Officer:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
  • Luncheon Presentation
  • 12:40 pm
    0.75 hr
    Planning for Beneficiaries with Disabilities

    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

    Supplemental Needs Trusts have been a recognized estate planning tool for more than a quarter-century, yet for many practitioners, they are still mysterious. Learn the vocabulary and reasoning behind Supplemental Needs Trusts, when they are best used, and essential strategies to keep in mind when creating and administering these important trusts. 
  • 1:25 pm
    5-Minute Break

  • 1:30 pm
    0.75 hr
    From Here to Eternity: Designing Trusts for the Long Haul

    David A. Handler, Kirkland & Ellis LLP - Chicago, IL

    Trusts are typically designed to last for decades and often generations. They need to be clear and comprehensive enough to be understood and administered by many parties over the years, and flexible enough to adapt to changing economics, personal circumstances, and tax and trust laws. Learn key terms and features of trusts that will meet the test of time.
  • 2:15 pm
    5-Minute Break

  • 2:20 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
    David A. Handler, Kirkland & Ellis LLP - Chicago, IL
    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
    Marty Shenkman, Shenkman Law - Fort Lee, NJ
    Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

    Address practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from the recent elections, as well as recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.
  • 3:50 pm
    Adjourn

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

David A. Handler

Kirkland & Ellis LLP
Chicago, IL

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Marty Shenkman

Shenkman Law
Fort Lee, NJ

Melissa J. Willms

Davis & Willms, PLLC
Houston, 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

Credit Info

MCLE Credit
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Other Credit
No Additional Credit Information.
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

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

Key Dates

Live Webcast – Dec 4, 2020
Austin - CANCELED – Dec 4, 2020 – AT&T Conference Center
Register now
Live Webcast
Last day for Individual early registration: Dec 4, 2020

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Last day for Group (5 registrants minimum) early registration: Dec 4, 2020

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Last day for Group (10 registrants minimum) early registration: Dec 4, 2020

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