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2026 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 4, 2026 AT&T Conference Center $525 Individual  |  $575 after Nov 20 $475 Group rate per person (5 registrants minimum)  |  $520 after Nov 20 $420 Group rate per person (10 registrants minimum)  |  $460 after Nov 20
Live Webcast Dec 4, 2026 $575 Individual $520 Group rate per person (5 registrants minimum) $460 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants
Register
Related products: eConference Materials
WORKSHOP SPONSOR
Heirloom

SUPPORTING ORGANIZATION
American Academy of Attorney-CPAs

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 74th Annual Taxation Conference to hear about the latest developments in tax regulations, policy and legislation.

Upon completion of this program, participants will be able to:

  1. Evaluate recent federal legislative, regulatory, and judicial developments affecting estate planning and assess their implications for wealth transfer, fiduciary planning, and client advisory services.
  2. Apply best practices for drafting wills and estate planning documents to facilitate effective administration, achieve client objectives, and reduce the likelihood of unintended tax and probate consequences.
  3. Analyze federal estate tax apportionment and allocation rules to determine equitable tax burdens among beneficiaries and incorporate appropriate tax allocation provisions into estate planning documents.
  4. Integrate current estate planning techniques, emerging planning trends, and technology-driven tools into client strategies to address complex estate, tax, and wealth transfer challenges.

  • Register now

Event Schedule

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

  • Time
    Credit
    Subject
    Speaker

  • Friday Morning, Dec. 4, 2026

    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.

    Charles A. "Clary" Redd, Stinson LLP - St. Louis, MO

    Charles A. "Clary" Redd, Stinson LLP - St. Louis, MO

  • 9:45 am
    15-Minute Break

  • 10:00 am
    2.00 hrs
    Anatomy of a Will
    Most lawyers think that they can draft a Will, but Wills are an intricate document that represents the largest financial transaction of a client's life. Review not only the elements of a well-drafted Will, but the essential components one needs to ensure that your clients' wishes are fulfilled and estate administrations run smoothly.

    Bernard E. "Barney" Jones, Attorney at Law - Houston, TX

    Bernard E. "Barney" Jones, Attorney at Law - Houston, TX

  • 12:00 pm
    Austin Only
    Pick Up Lunch (in Austin)
    Included in registration.

  • Friday Afternoon, Dec. 4, 2026

    Presiding Officer:
    Stanley M. Johanson, The University of Texas School of Law - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:30 pm
    1.00 hr
    AI Prompting Techniques
    AI is everywhere! We have all heard stories of the great promise and dangers of using artificial intelligence in your practice. It isn't a matter of whether you'll use AI in your practice; it's just a matter of when. Getting the most from AI is largely depending not only on the questions you ask, but on how you ask them. Learn the best strategies to make AI work for you and give you results that are accurate and dependable.

    Julia Jonas, Karisch Jonas Law, PLLC - Austin, TX

    Julia Jonas, Karisch Jonas Law, PLLC - Austin, TX

  • 1:30 pm
    15-Minute Break

  • 1:45 pm
    1.00 hr
    Apportionment and Allocation of Federal Estate Taxes
    Tax apportionment rules (whether default or customized) governing the allocation of transfer taxes among beneficiaries are a critical yet often overlooked part of an estate plan. Tax apportionment, sometimes described as an "ungift," is just as important as the bequests made in the Will. Hone your apportionment skills to ensure that your documents provide an equitable distribution of assets among beneficiaries.

    Katherine J. Dickinson, Troutman Pepper Locke - Houston, TX
    Chelsea Hunt Overhuls, Troutman Pepper Locke - Houston, TX

    Katherine J. Dickinson, Troutman Pepper Locke - Houston, TX
    Chelsea Hunt Overhuls, Troutman Pepper Locke - Houston, TX

  • 2:45 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 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
    Katherine J. Dickinson, Troutman Pepper Locke - Houston, TX
    Bernard E. "Barney" Jones, Attorney at Law - Houston, TX
    Chelsea Hunt Overhuls, Troutman Pepper Locke - Houston, TX
    Charles A. "Clary" Redd, Stinson LLP - St. Louis, MO

    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
    Katherine J. Dickinson, Troutman Pepper Locke - Houston, TX
    Bernard E. "Barney" Jones, Attorney at Law - Houston, TX
    Chelsea Hunt Overhuls, Troutman Pepper Locke - Houston, TX
    Charles A. "Clary" Redd, Stinson LLP - St. Louis, MO

  • 4:15 pm
    Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Katherine J. Dickinson

Troutman Pepper Locke
Houston, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Julia Jonas

Karisch Jonas Law, PLLC
Austin, TX

Bernard E. "Barney" Jones

Attorney at Law
Houston, TX

Chelsea Hunt Overhuls

Troutman Pepper Locke
Houston, TX

Charles A. "Clary" Redd

Stinson LLP
St. Louis, MO

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

  • Austin
  • Live Webcast

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 . 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 – Expected – 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
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 

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 once you claim and certify your credits in your UTCLE.org Briefcase 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 – 8.10 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 – Expected – 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.
 
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 National Accounting 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 UT CLE 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 4, 2026 – AT&T Conference Center
Live Webcast – Dec 4, 2026
Register now
  • Austin
  • Live Webcast
Individual
Last day for $525.00 Regular pricing: Nov 20, 2026
$575.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $475.00 Regular pricing: Nov 20, 2026
$520.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $420.00 Regular pricing: Nov 20, 2026
$460.00 for registrations received after this time


Cancellation Policy
Last day for full refund cancellation: Nov 20, 2026
$50 processing fee applied after this date
Last day for cancellation: Nov 23, 2026
Individual
$575.00

Group (5 registrants minimum)
$520.00

Group (10 registrants minimum)
$460.00

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


Cancellation Policy
Last day for full refund cancellation: Nov 20, 2026
$50 processing fee applied after this date
Last day for cancellation: Nov 23, 2026

Venue

AT&T Conference Center exterior view

AT&T Conference Center

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

Accommodations

$204 room rate good through November 1, 2026 (subject to availability). Book by calling 877-744-8822 and asking for the 2026 Taxation and  Estate Planning Conference room block rate or book online.

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

Our Sponsors

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

Become a Sponsor

  • Heirloom

    Heirloom logo
    Heirloom
    www.heirloom.care
    Heirloom is an automated asset discovery and estate inventory tool, built specifically for estate attorneys. Asset discovery is still one of the most painful and fragmented parts of estate administration. The burden often falls on grieving families, who leave large amounts of inheritance on the table when they can't conduct a thorough search. Heirloom automates this process by querying over 120 billion private and public records, working in the background to deliver a comprehensive inventory of what a decedent owned and owed. From real estate, bank and investment accounts, retirement plans, and business holdings to life insurance, crypto, and unclaimed property across all 50 states, Heirloom surfaces assets that would otherwise go unnoticed. By adding Heirloom to your practice, you can help families uncover lost inheritance, speed up time to settlement, and differentiate your firm from the competition.

  • American Academy of Attorney-CPAs

    American Academy of Attorney-CPAs logo
    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.
Download Sponsor Profiles
Become a Sponsor
Email sponsorships@utcle.org for more information on sponsoring an event.

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