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Recent Developments Affecting Estate Planning

Contains material from Jan 2016

Recent Developments Affecting Estate Planning
4.42 out of 5 stars
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Well; this one was one of the most helpful online courses I have taken. I have no suggestion for improvement. What a joy to be exposed to Prof Johannson (again).

Excellent Program

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Session 1: Recent Developments Affecting Estate Planning - Consider recent cases, regulations, rulings and other "hot" estate planning topics relating to valuation issues, new basis at death rule, marital deduction, portability election, qualified plans, IRAs, and more.
 
Session 2: Estate Planning Workshop - Address practical and ethical concerns commonly faced by practitioners in the estate planning area, covering hot-button issues stemming from recent cases, rulings and regulations (final and proposed). Gain insight on current "hot" estate planning techniques.

Includes: Video Audio Paper


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1. Recent Developments Affecting Estate Planning (Jan 2016)

Stanley M. Johanson

1.25 0.00 0.00
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(mp4)
76 mins
(mp3)
77 mins
(pdf)
29 pgs
Session 1 —76 mins
Recent Developments Affecting Estate Planning (Jan 2016)

Consider recent cases, regulations, rulings and other "hot" estate planning topics relating to valuation issues, new basis at death rule, marital deduction, portability election, qualified plans, IRAs, and more.

Originally presented: Dec 2015 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX

Show session details

2. Estate Planning Workshop (Jan 2016)

Stanley M. Johanson, Stephen R. Akers, Mickey R. Davis, Amy P. Jetel, Jeffrey N. Myers, R. Eric Viehman, Melissa J. Willms

1.50 0.75 0.00
Preview Materials

Download session materials for offline use

(mp4)
96 mins
(mp3)
96 mins
(pdf)
6 pgs
Session 2 —96 mins
Estate Planning Workshop (Jan 2016)

Address practical and ethical concerns commonly faced by practitioners in the estate planning area, covering hot-button issues stemming from recent cases, rulings and regulations (final and proposed). Gain insight on current "hot" estate planning techniques.

Originally presented: Dec 2015 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Amy P. Jetel, Beckett Tackett & Jetel, PLLC - Austin, TX
Jeffrey N. Myers, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
R. Eric Viehman, Ytterberg Deery Knull LLP - Houston, TX
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX