University of Texas School of Law

eConference

2016 Stanley M. Johanson Estate Planning eConference

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Professor Stanley M. Johanson’s popular Estate Planning eConference offers timely topics, lively discussion and practical advice, including:
  • Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson.
  • Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A.
  • Practical tips on transfer-on-death and Lady Bird Deeds.
  • Updates on the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations.
  • How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop.

Total Credit Hours:
6.75 | 0.75 ethics     Credit Info

TX MCLE credit expires: 1/31/2019

Includes: Audio Paper Slides Slideshow

$275  

Preview Sessions
Credit Hours
1. Recent Developments Affecting Estate Planning

Stanley M. Johanson

1.25 0.00 0.00 1.25  

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Audio (mp3) 76 mins
Paper (pdf) 21 pgs

SESSION 1 — 76 mins, credit 1.25

Session 1:

Recent Developments Affecting Estate Planning

Consider recent cases, regulations, rulings, and other "hot" estate planning topics.

Originally presented at: Dec 2016 Estate Planning Workshop

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

2. The New Basis Consistency and Value Reporting Rules

Lora G. Davis

1.00 0.00 0.00 1.00  

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for offline use.

Audio (mp3) 61 mins
Paper (pdf) 30 pgs
Slides (pdf) 11 pgs

SESSION 2 — 61 mins, credit 1.00

Session 2:

The New Basis Consistency and Value Reporting Rules

What hath Treasury wrought on executors? Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A. Contemplate options for changing estate administration protocols to reduce this reporting burden. Join your colleagues in appreciating the challenges that this new reporting requirement brings to your practice!

Originally presented at: Dec 2016 Estate Planning Workshop

Lora G. Davis, Davis Stephenson, PLLC - Dallas, TX

3. Repairing Estate Plans That Are No Longer Appropriate

Jordan M. Ware

1.00 0.00 0.00 1.00  

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for offline use.

Audio (mp3) 56 mins
Paper (pdf) 80 pgs
Slides (pdf) 26 pgs

SESSION 3 — 56 mins, credit 1.00

Session 3:

Repairing Estate Plans That Are No Longer Appropriate

Sometimes the best laid plans of clients and their estate planning lawyers go astray. Sometimes we devise the ideal plan for a client but, due to the occurrence of unforeseeable circumstances or a change in the law, the plan no longer is appropriate. Or rather, the plan works fine but unanticipated factors afford the opportunity to shift additional wealth for the client. Explore what tools we can bring to the table to modify or unwind an existing estate planning transaction to accomplish a client’s current goal.

Originally presented at: Dec 2016 Estate Planning Workshop

Jordan M. Ware, Winstead PC - Austin, TX

4. Transfer-on-Death and Lady Bird Deeds

Pamela D. Orsak

0.75 0.00 0.00 0.75  

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You may download session materials
for offline use.

Audio (mp3) 41 mins
Paper (pdf) 35 pgs
Slides (pdf) 51 pgs

SESSION 4 — 41 mins, credit 0.75

Session 4:

Transfer-on-Death and Lady Bird Deeds

What are you going to say when your new (or old) client asks you to prepare a TODD or Lady Bird Deed? Consider whether these documents are the latest “save-me-from-probate” cure-all or the newest wrecking ball to the well-coordinated estate plan.

Originally presented at: Dec 2016 Estate Planning Workshop

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

5. Washington Update: Counting Votes, Recounting Fables, and Discounting Values

Ronald D. Aucutt

1.00 0.00 0.00 1.00  

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for offline use.

Audio (mp3) 62 mins
Paper (pdf) 41 pgs
Slides (pdf) 21 pgs

SESSION 5 — 62 mins, credit 1.00

Session 5:

Washington Update: Counting Votes, Recounting Fables, and Discounting Values

Assess the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations. Will minds be closed to real tax reform? Will the door be closed to valuation discounts in the family controlled entity? Will family businesses have to be closed because they can’t pay the transfer tax? Will the bar be closed before Aucutt is finished? Hear answers to these questions and more.

Originally presented at: Dec 2016 Estate Planning Workshop

Ronald D. Aucutt, McGuireWoods LLP - McLean, VA

6. Estate Planning Workshop

Stanley M. Johanson, Stephen R. Akers, Ronald D. Aucutt, Lora G. Davis, Mickey R. Davis, Jerome M. Hesch Esq., Pamela D. Orsak, Jordan M. Ware

1.75 0.75 0.00 1.75 | 0.75 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 101 mins
Paper (pdf) 5 pgs

SESSION 6 — 101 mins, credit 1.75 | 0.75 ethics

Session 6:

Estate Planning Workshop

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

Originally presented at: Dec 2016 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Ronald D. Aucutt, McGuireWoods LLP - McLean, VA
Lora G. Davis, Davis Stephenson, PLLC - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Jerome M. Hesch Esq., Aventura, FL
Pamela D. Orsak, Law Office of Pamela Orsak - Victoria, TX
Jordan M. Ware, Winstead PC - Austin, TX