University of Texas School of Law

eConference

2017 Stanley M. Johanson Estate Planning eConference (Jan 2018)

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The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning eConference offers timely topics, lively discussion, and practical advice.
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Total Credit Hours:
6.50     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law | Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 12/31/2019

Includes: Audio Paper Slides

$325  

Preview Sessions
Credit Hours
1. Recent Developments Affecting Estate Planning (Jan 2018)

Stanley M. Johanson

1.25 0.00 0.00 1.25  

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Audio (mp3) 70 mins
Paper (pdf) 22 pgs

SESSION 1 — 70 mins, credit 1.25

Session 1:

Recent Developments Affecting Estate Planning (Jan 2018)

Hear Professor Johanson's popular and always-informative review of the latest cases, regulations, rulings, and other "hot" estate planning topics.

Originally presented at: Dec 2017 Estate Planning Workshop

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

2. Choice of Entities: When to S Corporation, When to LLC, When to FLP, and Why (Jan 2018)

Gene Wolf Jr.

1.00 0.00 0.00 1.00  

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for offline use.

Audio (mp3) 60 mins
Paper (pdf) 27 pgs
Paper (pdf) 184 pgs
Paper (pdf) 27 pgs
Paper (pdf) 30 pgs
Slides (pdf) 12 pgs
Slides (pdf) 23 pgs

SESSION 2 — 60 mins, credit 1.00

Session 2:

Choice of Entities: When to S Corporation, When to LLC, When to FLP, and Why (Jan 2018)

S corporations, LLCs, and limited partnerships are all popular vehicles to consider when forming a family business. Learn the tax and non-tax issues that go into deciding when to choose which entity.

Originally presented at: Dec 2017 Estate Planning Workshop

Gene Wolf Jr., Kemp Smith LLP - El Paso, TX

3. Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries (Jan 2018)

Arielle M. Prangner

1.00 0.00 0.00 1.00  

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for offline use.

Audio (mp3) 55 mins
Paper (pdf) 24 pgs

SESSION 3 — 55 mins, credit 1.00

Session 3:

Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries (Jan 2018)

Review the issues to consider, the information to gather, and documents to prepare when making distributions from trusts and estates. What are the best practices not only to make distributions, but to make sure that the fiduciary is protected and the files are complete?

Originally presented at: Dec 2017 Estate Planning Workshop

Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX

4. Non-Probate Transfers of All Kinds (Jan 2018)

Steven D. Baker

0.75 0.00 0.00 0.75  

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Audio (mp3) 46 mins
Paper (pdf) 35 pgs
Slides (pdf) 6 pgs

SESSION 4 — 46 mins, credit 0.75

Session 4:

Non-Probate Transfers of All Kinds (Jan 2018)

Take an intensive look, both academic and interesting, at the ever-increasing use of tools to transfer wealth at death beyond a Will.

Originally presented at: Dec 2017 Estate Planning Workshop

Steven D. Baker, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX

5. Planning in a Period of Uncertainty, Including Using Defined Value Clauses (Jan 2018)

Stephen R. Akers

1.00 0.00 0.00 1.00  

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Audio (mp3) 58 mins
Paper (pdf) 6 pgs
Paper (pdf) 113 pgs

SESSION 5 — 58 mins, credit 1.00

Session 5:

Planning in a Period of Uncertainty, Including Using Defined Value Clauses (Jan 2018)

Learn practical planning approaches for dealing with clients in light of the possibility of estate tax repeal. Review transfer planning approaches that minimize the risk of paying current gift taxes, and the practicalities of using defined value clauses.

Originally presented at: Dec 2017 Estate Planning Workshop

Stephen R. Akers, Bessemer Trust - Dallas, TX

6. Estate Planning Workshop (Jan 2018)

Stanley M. Johanson, Stephen R. Akers, Steven D. Baker, Mickey R. Davis, Arielle M. Prangner, Gene Wolf Jr.

1.50 0.00 0.00 1.50  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 91 mins
Paper (pdf) 5 pgs

SESSION 6 — 91 mins, credit 1.50

Session 6:

Estate Planning Workshop (Jan 2018)

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 2017 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Steven D. Baker, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX
Gene Wolf Jr., Kemp Smith LLP - El Paso, TX