2021 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 3, 2021 AT&T Conference Center
Conference Concluded

Live Webcast Dec 3, 2021
Conference Concluded

Overview

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.

Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson.
Explore current issues in estate and gift tax audits, and learn how to draft and interpret trust distribution provisions.
Gain insights and hear planning implications in Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts.

You’re also invited to register for Wednesday’s 69th 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. 3, 2021
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
7:30 am
Austin Only

Registration 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

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
9:45 am

10-Minute Break
9:55 am

1.00 hr

A Focus on Estate and Gift Tax Updates

This presentation has been added to the agenda due to the cancelation of "Has UPIA Been Sacked? A Guide to the Uniform Fiduciary Income and Principal Act."

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

Stephen R. Akers, Bessemer Trust - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX
10:55 am

1.00 hr

Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts

The speakers provide insights on the new rule against perpetuities that applies to Texas trusts and discuss some planning implications of the new perpetuities period.

R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX
Catherine Bright Haws, Carrington, Coleman, Sloman & Blumenthal, L.L.P. - Dallas, TX

R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX
Catherine Bright Haws, Carrington, Coleman, Sloman & Blumenthal, L.L.P. - Dallas, TX
11:55 am
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Dec. 3, 2021
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:25 pm

1.00 hr

Drafting and Interpreting Trust Distribution Provisions That: Say What You Mean and Mean What You Say

A discussion about improving communication between clients, drafting attorneys, and those who administer trust documents by examining excerpts from many trusts, archaic and modern, to learn from good and bad examples, and focus on language used to convey a settlor’s intent, values, and perspectives through the distribution instructions.

Leslie Kiefer Amann, Sentinel Trust Company LBA - Houston, TX

Leslie Kiefer Amann, Sentinel Trust Company LBA - Houston, TX
1:25 pm

15-Minute Break
1:40 pm

1.00 hr

Tales from the Trenches: Current Issues in Estate and Gift Tax Audits and Litigation

Address current issues and trends in the transfer tax controversy arena at the audit level, appeals, and in litigation. Dive into issues related to the valuation and transfer of interests in closely-held entities, including the use of formula clauses, section 2036, split-dollar life insurance, promissory notes at the AFR, GRAT audits, recent case law, positions taken by the IRS and practical ways to address those positions at the planning level.

John W. Porter, Baker Botts - Houston, TX

John W. Porter, Baker Botts - Houston, TX
2:40 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
Leslie Kiefer Amann, Sentinel Trust Company LBA - Houston, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Catherine Bright Haws, Carrington, Coleman, Sloman & Blumenthal, L.L.P. - Dallas, TX
John W. Porter, Baker Botts - Houston, TX
R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX

Moderator:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Panelists:
Stephen R. Akers, Bessemer Trust - Dallas, TX
Leslie Kiefer Amann, Sentinel Trust Company LBA - Houston, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Catherine Bright Haws, Carrington, Coleman, Sloman & Blumenthal, L.L.P. - Dallas, TX
John W. Porter, Baker Botts - Houston, TX
R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX
4:10 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Leslie Kiefer Amann

Sentinel Trust Company LBA
Houston, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Catherine Bright Haws

Carrington, Coleman, Sloman & Blumenthal, L.L.P.
Dallas, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Kelly Perez

J.P. Morgan Private Bank
Dallas, TX

John W. Porter

Baker Botts
Houston, TX

R. Eric Viehman

Ytterberg Deery Knull LLP
Houston, TX

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

MCLE Credit

Texas – 6.75 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 Attendance will be provided in Your Briefcase for your records. 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 – 6.75 hrs

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.

Oklahoma – 8.00 hrs

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 6.50 hrs

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 6.75 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.

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 provided to other licensing authorities as needed.

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

Other Credit

Certified Financial Planner (CFP) – 8.00 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

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 (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

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

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

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

MCLE Credit

Texas – 6.75 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 – 6.75 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.

Pennsylvania – 6.50 hrs

To claim Pennsylvania MCLE credit, Pennsylvania 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.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

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

Other States – 6.75 hrs

Note on Self-Reporting Your Credits in Another State

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) – 8.00 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/

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

Austin – Dec 3, 2021 – AT&T Conference Center

Conference Concluded

Live Webcast – Dec 3, 2021

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $275.00 Regular pricing: Oct 15, 2021
$375.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $250.00 Regular pricing: Oct 15, 2021
$340.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $220.00 Regular pricing: Oct 15, 2021
$300.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Nov 24, 2021
$50 processing fee applied after this date
Last day for cancellation: Nov 29, 2021

Venue

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $189 per night. Special room rate is available until November 1, or until the room block is exhausted, whichever comes first. You can reserve by calling 877-744-8822 and mentioning "Taxation & Estate Planning Conference" or by visiting their website here.

Parking Information

Parking is available in the hotel's attached garage, as well as Rowling Hall Garage. Both garage entrances are located on W 20th St. Guests may self-park or use the hotel's valet services at the University Avenue entrance. Parking rates below are subject to change without notice.

Self-parking fees:

Hourly Parking:
0-30 minutes, $3
31-60 minutes, $4
1– 2 hours, $6
2– 3 hours, $9
3– 4 hours, $12
4– 5 hours, $15
5– 8 hours, $18
8– 24 hours, $21

Overnight Guests:
Hotel guests may obtain a parking card at the front desk for $21 per night.

Valet Parking Rates:

Daily valet: $21
Overnight valet: $35

Additional Information

The conference will take place in the Grand Ballroom at the AT&T Center. If you self-park in the AT&T Conference Center Garage, please take the conference center elevators to level “M3" and follow signs to the Grand Ballroom. If you park in Rowling Hall Garage, please take the elevators to level “B1” and walk across the courtyard to the Conference Center, where you can take the elevators to level "M3" Grand Ballroom.

Our Sponsors

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

J.P. Morgan Private Bank

J.P. Morgan Private Bank
privatebank.jpmorgan.com

J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.8 trillion in client assets globally. More information about J.P. Morgan Private Bank is available at privatebank.jpmorgan.com/.

Estate Planning Workshop

Overview

Event Schedule

Friday Morning, Dec. 3, 2021

Friday Afternoon, Dec. 3, 2021

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Additional Information

Our Sponsors

J.P. Morgan Private Bank

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