2025 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 5, 2025 AT&T Conference Center $475 Individual | $525 after Nov 19 $425 Group rate per person (5 registrants minimum) | $470 after Nov 19 $380 Group rate per person (10 registrants minimum) | $420 after Nov 19

Live Webcast Dec 5, 2025 $525 Individual $470 Group rate per person (5 registrants minimum) $420 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Register

Related products: Materials

WORKSHOP SPONSOR
Krause Financial

SUPPORTING ORGANIZATION
American Academy of Attorney-CPAs (link)

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.

And join us on Wednesday for the 73rd Annual Taxation Conference to hear about 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. 5, 2025
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

Highlight planning implications of recent federal cases, rulings, important proposed regulations, and legislative developments that affect our estate planning clients.

Nikola "Nick" Djuric, Bessemer Trust - Atlanta, GA
9:45 am

15-Minute Break
10:00 am

1.00 hr

The 2025 Texas Estate and Trust Legislative Update

Learn the latest about recent Texas legislation affecting decedents’ estates, guardianships, trusts, powers of attorney, and other related matters.

Meredith McIver, Ytterberg Deery Knull LLP - Austin, TX
11:00 am

1.00 hr

How to Be an Excellent Trustee

Being a trustee involves more than knowing how to invest funds, make distributions, and keep records. Learn the skills that every trustee should know, not just to fulfill fiduciary duties, but to develop and maintain excellent relationships with trust beneficiaries.

Bryan Phillips, Ytterberg Deery Knull LLP - Houston, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Dec. 5, 2025
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:30 pm

1.00 hr

Top 10 Considerations for Avoiding Litigation for the Estate Planner

While the risk of being involved in litigation for an estate planner can never be eliminated, careful consideration of the client’s capacity and current family situation, the work necessary, and the other issues can reduce the risk. Learn the top 10 tips to keep your estate plan (and you) out of the fire.

Pamela D. Orsak, The Law Office of Pamela D. Orsak - Victoria, TX
1:30 pm

15-Minute Break
1:45 pm

1.00 hr

Estate Planning for Real Estate Investors

Focus on the income tax and wealth transfer tax planning opportunities (and pitfalls) associated with planning for real estate investors including a discussion of non-tax considerations and obstacles. Also explore planning strategies for specific types of assets and ownership structures typically found in real estate deals.

Farhad Aghdami, Williams Mullen - Richmond, VA
2:45 pm

1.50 hrs

Estate Planning Workshop

The panel addresses practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from 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:
Farhad Aghdami, Williams Mullen - Richmond, VA
Stephen R. Akers, Bessemer Trust - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Nikola "Nick" Djuric, Bessemer Trust - Atlanta, GA
Meredith McIver, Ytterberg Deery Knull LLP - Austin, TX
Pamela D. Orsak, The Law Office of Pamela D. Orsak - Victoria, TX
Bryan Phillips, Ytterberg Deery Knull LLP - Houston, TX
4:15 pm

Adjourn

Download Schedule

Conference Faculty

Farhad Aghdami

Williams Mullen
Richmond, VA

Stephen R. Akers

Bessemer Trust
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Nikola "Nick" Djuric

Bessemer Trust
Atlanta, GA

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Meredith McIver

Ytterberg Deery Knull LLP
Austin, TX

Pamela D. Orsak

The Law Office of Pamela D. Orsak
Victoria, TX

Bryan Phillips

Ytterberg Deery Knull LLP
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

Key Dates

Austin – Dec 5, 2025 – AT&T Conference Center

Live Webcast – Dec 5, 2025

Austin
Live Webcast

Individual
Last day for $475.00 Regular pricing: Nov 19, 2025

$525.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $425.00 Regular pricing: Nov 19, 2025

$470.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $380.00 Regular pricing: Nov 19, 2025

$420.00 for registrations received after this time

Last day for cancellation (full refund): Nov 21, 2025

$50 processing fee applied after this date

Last day for cancellation: Nov 24, 2025

Individual
Group (5 registrants minimum)
Group (10 registrants minimum)
Add-on
Last day for cancellation (full refund): Nov 21, 2025

$50 processing fee applied after this date

Last day for cancellation: Nov 24, 2025

Venue

AT&T Conference Center

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

Accommodations

We’ve arranged a room block at the AT&T Hotel and Conference Center for event attendees. Information about the room block, including how to book and access the discounted rate, will be provided via email as it becomes available. Be sure to keep an eye on your inbox and book early, as rooms are limited and based on availability!

Parking Information

Parking is available in the conference center'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 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
Lost ticket, $42

Valet Parking Rates:
Daily valet: $21
Overnight valet: $38

Additional Information

The Conference will take place in Classroom 203, which is located on level M2 of the conference center.

Our Sponsors

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

Krause Financial

Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care.

Our main priority is preserving your client’s assets in the face of long-term care. Our core products include Medicaid Compliant Annuities, long-term care insurance, and funeral expense trusts. We also offer tax-deferred annuities, whole life insurance, estate trusts, non-Medicaid SPIAs, and refusal letters. Along with our products, we provide case analysis and guidance tailored to each client’s unique situation. Our other services include Medicaid application support, fair hearing support, and annuity valuation.

In addition to providing products and services, we are committed to helping attorneys build their practices using our resources and educational tools. We offer live and on-demand webinars, CLE opportunities, state-specific Medicaid resources, our annual Krause Report, video library, white papers, and so much more.
www.krausefinancial.com
American Academy of Attorney-CPAs

The American Academy of Attorney-CPA is committed to safeguarding the right of the public to access the unique expertise of professionals who are or have been dually-qualified as Attorneys and Certified Public Accountants. Our mission is to provide members with quality education, opportunities to interface with other Attorney-CPAs, and resources to support and develop their professional practices. Dually-licensed Attorney-CPAs offer a far more advanced and superior option than an expert in just a single field. The skillsets required for both of these specialists are unique; the attorney must be able to devise creative and persuasive solutions within the constraints of the law, whereas the CPA can advise on the financial aspects and monetary ramifications of key operating decisions.
www.attorney-cpa.com