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

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.

Highlights and Learning Outcomes:

Gain insights into recent federal and Texas legislative, regulatory, and judicial developments affecting estate planning, trusts, and fiduciary responsibilities.
Learn best practices for trustees to fulfill fiduciary duties and maintain effective relationships with beneficiaries.
Identify strategies to minimize litigation risks in estate planning through careful client assessment and documentation.
Integrate advanced estate planning techniques and insights from recent cases and rulings into client strategies.
Develop practical solutions to common and emerging issues in estate planning through collaborative discussion and expert panel insights.

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

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

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

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

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

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

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

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

National Accounting CPE – 8.10 hrs

TX Accounting CPE – 8.10 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

National Accounting CPE – 8.10 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-Internet Based

To comply with NASBA Standards, attendees claiming CPE credit must select NASBA CPE in the "Choose Your Credit" pop-up window that appears when you sign into the webcast. Once you have selected this option you will receive random verification pop-ups through out the webcast that you must acknowledge. Your acknowledgment of the pop-ups will inform how much credit you are able to claim at the end of the program. Electronic attendance sign-in sheets will be shared in the webcast chat throughout the program. You will need your CPA license number to sign in. You will also need to make sure you that you complete the sign-in documents as they are shared. Once the program concludes you will need to claim your credit in the system, using the orange "Claim Credit" button at the bottom of the webcast player page. Once this is completed you will be able to download your Certificate of Completion that you may use to report your credit to the appropriate state board of accountancy. Please contact us at accreditation@utcle.org if you have additional questions or concerns regarding verification pop-ups, sign-in sheets, or your certificate of attendance.

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 – 8.10 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 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

Cancellation Policy
Last day for full refund cancellation: Nov 21, 2025
$50 processing fee applied after this date
Last day for cancellation: Nov 24, 2025

Individual
$525.00

Group (5 registrants minimum)
$470.00

Group (10 registrants minimum)
$420.00

Add-on (in-person registration required)
$100.00

Cancellation Policy
Last day for full refund cancellation: 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

Our room block has sold out. Nearby hotels:
The Otis Hotel Austin
AC Hotel by Marriott Austin-University
Hilton Garden Inn Austin University Capitol District
Hotel Ella
DoubleTree Suites by Hilton Hotel Austin

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
www.krausefinancial.com

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.
American Academy of Attorney-CPAs

American Academy of Attorney-CPAs
www.attorney-cpa.com

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.

Estate Planning Workshop

Overview

Event Schedule

Friday Morning, Dec. 5, 2025

Friday Afternoon, Dec. 5, 2025

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

Krause Financial

American Academy of Attorney-CPAs

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