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eConference

2025 Stanley M. Johanson Estate Planning eConference

Contains material from Feb 2026
2025 Stanley M. Johanson Estate Planning eConference
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really good presenters - not just reading the slides!

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

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.

Includes: Video Captions Audio Transcript Paper Slides

  • Total Credit Hours:
  • 6.75
  • Credit Info
  • TX, CA, OK, PA
  • TX MCLE credit expires: 2/28/2027
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Sessions

Credit
1. Recent Developments Affecting Estate Planning (Feb 2026)

Nikola "Nick" Djuric

1.25 0.00 0.00 1.25
Downloadable Materials
Transcript (txt)
Paper (pdf) – 228 pgs

Session 1 —76 mins 1.25

Recent Developments Affecting Estate Planning (Feb 2026)

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

Originally presented: Dec 2025 Estate Planning Workshop

Nikola "Nick" Djuric, Bessemer Trust - Atlanta, GA

2. The 2025 Texas Estate and Trust Legislative Update (Feb 2026)

Meredith McIver

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 24 pgs
Paper (pdf) – 36 pgs
Slides (pdf) – 56 pgs

Session 2 —57 mins 1.00

The 2025 Texas Estate and Trust Legislative Update (Feb 2026)

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

Originally presented: Dec 2025 Estate Planning Workshop

Meredith McIver, Ytterberg Deery Knull LLP - Austin, TX

3. How to Be an Excellent Trustee (Feb 2026)

Bryan Phillips

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 29 pgs
Slides (pdf) – 19 pgs

Session 3 —62 mins 1.00

How to Be an Excellent Trustee (Feb 2026)

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.

Originally presented: Dec 2025 Estate Planning Workshop

Bryan Phillips, Ytterberg Deery Knull LLP - Houston, TX

4. Top 10 Considerations for Avoiding Litigation for the Estate Planner (Feb 2026)

Pamela D. Orsak

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 15 pgs
Slides (pdf) – 84 pgs

Session 4 —53 mins 1.00

Top 10 Considerations for Avoiding Litigation for the Estate Planner (Feb 2026)

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.

Originally presented: Dec 2025 Estate Planning Workshop

Pamela D. Orsak, The Law Office of Pamela D. Orsak - Victoria, TX

5. Estate Planning for Real Estate Investors (Feb 2026)

Farhad Aghdami

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 253 pgs
Slides (pdf) – 76 pgs

Session 5 —56 mins 1.00

Estate Planning for Real Estate Investors (Feb 2026)

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.

Originally presented: Dec 2025 Estate Planning Workshop

Farhad Aghdami, Williams Mullen - Richmond, VA

6. Estate Planning Workshop (Feb 2026)

Stanley M. Johanson, Farhad Aghdami, Stephen R. Akers, Mickey R. Davis, Nikola "Nick" Djuric, Meredith McIver, Bryan Phillips

1.50 0.00 0.00 1.50
Downloadable Materials
Transcript (txt)
Paper (pdf) – 2 pgs

Session 6 —83 mins 1.50

Estate Planning Workshop (Feb 2026)

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.

Originally presented: Dec 2025 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
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
Bryan Phillips, Ytterberg Deery Knull LLP - Houston, TX