2020 Stanley M. Johanson

Estate Planning Workshop

Live Webcast Dec 4, 2020
Conference Concluded

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Related products: eConference Materials

WORKSHOP SPONSORS
BBVA
Heritage Auctions

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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

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Friday Morning, Dec. 4, 2020
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

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

5-Minute Break
9:50 am

0.75 hr

Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients

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.

Marty Shenkman, Shenkman Law - Fort Lee, NJ
10:35 am

5-Minute Break
10:40 am

0.75 hr

The SECURE Act: What Estate Planners Need to Know

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.

Stephen R. Akers, Bessemer Trust - Dallas, TX
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX
11:25 am

5-Minute Break
11:30 am

0.75 hr

Charitable Planning Ideas Your Clients Can Use

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.

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
12:15 pm

Break for Lunch—Presentation Resumes at 12:40 p.m.
Friday Afternoon, Dec. 4, 2020
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

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.

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
1:25 pm

5-Minute Break
1:30 pm

0.75 hr

From Here to Eternity: Designing Trusts for the Long Haul

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.

David A. Handler, Kirkland & Ellis LLP - Chicago, IL
2:15 pm

5-Minute Break
2:20 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 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.

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
3:50 pm

Adjourn

Download Schedule

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

Live Webcast

MCLE Credit

Texas – 6.50 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 Completion will be emailed to you upon claiming credit. 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 – 6.50 hrs

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 8.00 hrs

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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. 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 States – 6.50 hrs

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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. 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.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 7.50 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

UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast. You may use the CPA – Other States certificate to provide to the states you need. Texas Accounting CPE is approved for self-reporting for both delivery methods, in-person and webcast. Please contact us at accreditation@utcle.org if you have additional questions.

TX Accounting CPE – 8.00 hrs

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

Key Dates

Live Webcast – Dec 4, 2020

Conference Concluded

Buy

Live Webcast

Individual
Last day for $275.00 Regular pricing: Dec 4, 2020

$275.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $250.00 Regular pricing: Dec 4, 2020

$250.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $220.00 Regular pricing: Dec 4, 2020

$220.00 for registrations received after this time

Our Sponsors

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

BBVA

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.
www.bbvausa.com
Heritage Auctions

Headquartered in Dallas, Heritage Auctions is the largest collectibles auctioneer and third largest auction house in the world. Heritage offers expertise in over 40 collecting categories including Fine Art, Rare Coins, Jewelry, Entertainment and Sports Memorabilia. The Trusts & Estates department offers services to professional advisors, fiduciaries, executors and beneficiaries for the valuation and disposition of personal assets. Our specialists understand the unique needs of each estate and can provide all of the services needed to manage collections and guide the transition of personal property from generation to generation. Our Trusts & Estates team creatively works with clients to maximize the value of their art, luxury goods and collectibles making Heritage the trusted choice for fiduciaries and an international clientele of over one million bidders.
www.HA.com/Trusts

2020 Stanley M. Johanson

Estate Planning Workshop

Live Webcast Dec 4, 2020 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Friday Morning, Dec. 4, 2020

Friday Afternoon, Dec. 4, 2020

Conference Faculty

Stephen R. Akers

Mickey R. Davis

David A. Handler

Stanley M. Johanson

Elisa Dillard Rainey

Marty Shenkman

Melissa J. Willms

Planning Committee

Stephen R. Akers—Co-Chair

Mickey R. Davis—Co-Chair

Stanley M. Johanson—Chair Emeritus

Credit Info

MCLE Credit

Other Credit

Key Dates

Our Sponsors

Stay in the loop with UT Law CLE

Live Webcast Dec 4, 2020
Conference Concluded