eConference
2018 Stanley M. Johanson Estate Planning eConference
Contains material from Dec 2018
2018 Stanley M. Johanson Estate Planning eConference
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Great course. I've never taken it before, but will definitely plan to in coming years.
Excellent course. The speakers this year are some of the best ever.
This course was superb.
Good as always!
Always excellent.
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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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1.
Recent Developments Affecting Estate Planning (Dec 2018)
Stanley M. Johanson
1.25
0.00
0.00
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Session 1 —76 mins
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: Nov 2018 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
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2.
Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love With "Tangential" Planning (Dec 2018)
Rhonda H. Brink
1.00
0.00
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Session 2 —53 mins
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: Nov 2018 Estate Planning Workshop
Rhonda H. Brink,
Brink Bennett Flaherty Golden - Austin, TX
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3.
Financial Abuse of Elders and Other At-Risk Adults: The Crime of the Twenty-First Century (Dec 2018)
Kristen M. Lewis
1.00
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Session 3 —65 mins
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: Nov 2018 Estate Planning Workshop
Kristen M. Lewis,
Smith, Gambrell & Russell, LLP - Atlanta, GA
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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
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Session 4 —46 mins
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: Nov 2018 Estate Planning Workshop
Bernard E. ("Barney") Jones,
Attorney at Law - Houston, TX
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5.
Ten Tools Every Estate Planner Should Know How to Use (Dec 2018)
Mickey R. Davis
1.00
0.00
0.00
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Session 5 —61 mins
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: Nov 2018 Estate Planning Workshop
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX
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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
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Paper
(pdf)
4 pgs
Session 6 —84 mins
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: 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