University of Texas School of Law

eConference

2018 Stanley M. Johanson Estate Planning eConference (Dec 2018)

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The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.
  • Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson.
     
  • Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client.
     
  • Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice. 
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Total Credit Hours:
6.50 | 0.75 ethics     Credit Info

TX MCLE credit expires: 11/30/2019

Includes: Video Audio Paper Slides

$325  

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

Stanley M. Johanson

1.25 0.00 0.00 1.25  

Preview Session Materials

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for offline use.

Video (mp4) 76 mins
Audio (mp3) 78 mins
Paper (pdf) 19 pgs

SESSION 1 — 76 mins, credit 1.25

Session 1:

Recent Developments Affecting Estate Planning (Dec 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: Nov 2018 Estate Planning Workshop

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

2. Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love With "Tangential" Planning (Dec 2018)

Rhonda H. Brink

1.00 0.00 0.00 1.00  

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for offline use.

Video (mp4) 53 mins
Audio (mp3) 53 mins
Paper (pdf) 130 pgs

SESSION 2 — 53 mins, credit 1.00

Session 2:

Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love With "Tangential" Planning (Dec 2018)

"Tangential relationships" for which an estate and trust attorney may have to develop a plan often include committed couples and new spouses of the same gender. But property issues or claims may arise out of tangential relationships as diverse as children born as the result of nontraditional reproductive technology to employer-employee matters. Explore how to negate some relationships, establish others, and provide for those that exist in law or in fact.

Originally presented at: Nov 2018 Estate Planning Workshop

Rhonda H. Brink, Brink Bennett Flaherty Golden - Austin, TX

3. Financial Abuse of Elders and Other At-Risk Adults: The Crime of the Twenty-First Century (Dec 2018)

Kristen M. Lewis

1.00 0.00 0.00 1.00  

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for offline use.

Video (mp4) 65 mins
Audio (mp3) 65 mins
Paper (pdf) 88 pgs

SESSION 3 — 65 mins, credit 1.00

Session 3:

Financial Abuse of Elders and Other At-Risk Adults: The Crime of the Twenty-First Century (Dec 2018)

Address the scope of Elder Financial Abuse (EFA), how to recognize and minimize the risk of EFA, and actions to take when EFA has been perpetrated and discovered.

Originally presented at: Nov 2018 Estate Planning Workshop

Kristen M. Lewis, Smith, Gambrell & Russell, LLP - Atlanta, GA

4. Of Mice and Metadata: Ethics, Client Confidentiality, and the Duty of Competence in the Digital Age (Dec 2018)

Bernard E. ("Barney") Jones

0.75 0.75 0.00 0.75 | 0.75 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 46 mins
Audio (mp3) 45 mins
Paper (pdf) 19 pgs
Slides (pdf) 24 pgs

SESSION 4 — 46 mins, credit 0.75 | 0.75 ethics

Session 4:

Of Mice and Metadata: Ethics, Client Confidentiality, and the Duty of Competence in the Digital Age (Dec 2018)

Focus on the electronic communication of confidential client information, including analyses of recent ethics opinions, and hear suggested "best practices."

Originally presented at: Nov 2018 Estate Planning Workshop

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX

5. Ten Tools Every Estate Planner Should Know How to Use (Dec 2018)

Mickey R. Davis

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 61 mins
Audio (mp3) 61 mins
Paper (pdf) 54 pgs
Slides (pdf) 16 pgs

SESSION 5 — 61 mins, credit 1.00

Session 5:

Ten Tools Every Estate Planner Should Know How to Use (Dec 2018)

Exemptions, rates, and brackets may rise and fall, and estate planners’ focus may shift from transfer taxes to income taxes and back. But no matter how laws change, certain tools that should be in every estate planner’s toolbox. Learn techniques that every estate planner needs to understand, including a discussion on when and how to use them, what to watch out for, and how to explain then in a way your clients will understand.

Originally presented at: Nov 2018 Estate Planning Workshop

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX

6. Estate Planning Workshop (Dec 2018)

Stanley M. Johanson, Stephen R. Akers, Rhonda H. Brink, Mickey R. Davis, Bernard E. ("Barney") Jones, Kristen M. Lewis

1.50 0.00 0.00 1.50  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 84 mins
Audio (mp3) 84 mins
Paper (pdf) 4 pgs

SESSION 6 — 84 mins, credit 1.50

Session 6:

Estate Planning Workshop (Dec 2018)

Address practical 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: Nov 2018 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Rhonda H. Brink, Brink Bennett Flaherty Golden - Austin, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Kristen M. Lewis, Smith, Gambrell & Russell, LLP - Atlanta, GA