eConference
2017 Stanley M. Johanson Estate Planning eConference
Contains material from Jan 2018
2017 Stanley M. Johanson Estate Planning eConference
4.56 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
Always excellent!
This course was excellent, as are all the Johanson conferences.
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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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1.
Recent Developments Affecting Estate Planning (Jan 2018)
Stanley M. Johanson
1.25
0.00
0.00
Session 1
—70 mins
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: Dec 2017 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
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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
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Session 2
—60 mins
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: Dec 2017 Estate Planning Workshop
Gene Wolf Jr.,
Kemp Smith LLP - El Paso, TX
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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
Session 3
—55 mins
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: Dec 2017 Estate Planning Workshop
Arielle M. Prangner,
Davis & Willms, PLLC - Houston, TX
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4.
Non-Probate Transfers of All Kinds (Jan 2018)
Steven D. Baker
0.75
0.00
0.00
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Session 4
—46 mins
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: Dec 2017 Estate Planning Workshop
Steven D. Baker,
Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
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5.
Planning in a Period of Uncertainty, Including Using Defined Value Clauses (Jan 2018)
Stephen R. Akers
1.00
0.00
0.00
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Session 5
—58 mins
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: Dec 2017 Estate Planning Workshop
Stephen R. Akers,
Bessemer Trust - Dallas, TX
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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
Session 6
—91 mins
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: 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