University of Texas School of Law

eConference

2019 Stanley M. Johanson Estate Planning eConference

Contains material from Jan 2020

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Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice.
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Total Credit Hours:
6.25     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 12/31/2020

Includes: Video Audio Paper Slides

$325  

Preview Sessions
Credit Hours
1. Recent Developments Affecting Estate Planning (Jan 2020)

Stanley M. Johanson

1.25 0.00 0.00 1.25  

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Video (mp4) 76 mins
Audio (mp3) 76 mins
Paper (pdf) 21 pgs

SESSION 1 — 76 mins, credit 1.25

Session 1:

Recent Developments Affecting Estate Planning (Jan 2020)

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 2019 Estate Planning Workshop

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

2. Succession Planning for Owners of the Successful Pass-Through Entity (Jan 2020)

Jerome M. Hesch Esq.

1.00 0.00 0.00 1.00  

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Video (mp4) 60 mins
Audio (mp3) 59 mins
Paper (pdf) 41 pgs
Slides (pdf) 33 pgs

SESSION 2 — 60 mins, credit 1.00

Session 2:

Succession Planning for Owners of the Successful Pass-Through Entity (Jan 2020)

Analyze the personal and financial obstacles that arise when passing ownership of a family business on to the next generation. Learn how a preferred partnership structure can be used in balancing the need to treat all the children equally when only some play an active management role. Discover how key employees can be given an equity interest in the family business without adverse income tax treatment and without putting undue financial pressure on the key employee. Finally, review alternatives used to defer payment of the estate taxes.

Originally presented at: Dec 2019 Estate Planning Workshop

Jerome M. Hesch Esq., Adjunct Professor of Law - Miami, FL

3. Use and Misuse of Business Entities in Estate Planning: Miscellaneous Tax Issues (Jan 2020)

Richard B. Robinson

1.00 0.00 0.00 1.00  

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Video (mp4) 61 mins
Audio (mp3) 61 mins
Paper (pdf) 24 pgs
Slides (pdf) 6 pgs

SESSION 3 — 61 mins, credit 1.00

Session 3:

Use and Misuse of Business Entities in Estate Planning: Miscellaneous Tax Issues (Jan 2020)

Examine income and/or transfer tax issues associated with solutions for family rivalry and business succession issues for family businesses.

Originally presented at: Dec 2019 Estate Planning Workshop

Richard B. Robinson, Robinson, Diss and Clowdus, P.C. - Denver, CO

4. Practice Tips for IRS Estate and Gift Tax Inquiries from Cradle to Grave (Jan 2020)

Josh O. Ungerman

0.75 0.00 0.00 0.75  

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Video (mp4) 49 mins
Audio (mp3) 49 mins
Slides (pdf) 17 pgs

SESSION 4 — 49 mins, credit 0.75

Session 4:

Practice Tips for IRS Estate and Gift Tax Inquiries from Cradle to Grave (Jan 2020)

Learn the latest trends in dealing with the IRS from the examination level through litigation. Discover procedural matters, issues currently being raised by the IRS in audits, little-known procedural anomalies, and traps for the unwary.

Originally presented at: Dec 2019 Estate Planning Workshop

Josh O. Ungerman, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX

5. Dos and Don’ts of Estate Planning for Millennials (Jan 2020)

Christine Wakeman

1.00 0.00 0.00 1.00  

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Video (mp4) 61 mins
Audio (mp3) 60 mins
Paper (pdf) 22 pgs
Slides (pdf) 18 pgs

SESSION 5 — 61 mins, credit 1.00

Session 5:

Dos and Don’ts of Estate Planning for Millennials (Jan 2020)

Millennials are taking over. They now make up the largest portion of the U.S. labor force, and it is time we started paying attention to them. Learn about some of the differences that distinguish millennials from prior generations and learn which estate planning strategies are particularly relevant for millennial clients. 

Originally presented at: Dec 2019 Estate Planning Workshop

Christine Wakeman, Winstead PC - Dallas, TX

6. Estate Planning Workshop (Jan 2020)

Stanley M. Johanson, Stephen R. Akers, Mickey R. Davis, Jerome M. Hesch Esq., Josh O. Ungerman, Christine Wakeman

1.25 0.00 0.00 1.25  

Preview Session Materials

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for offline use.

Video (mp4) 82 mins
Audio (mp3) 81 mins
Paper (pdf) 3 pgs

SESSION 6 — 82 mins, credit 1.25

Session 6:

Estate Planning Workshop (Jan 2020)

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: Dec 2019 Estate Planning Workshop

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Jerome M. Hesch Esq., Adjunct Professor of Law - Miami, FL
Josh O. Ungerman, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
Christine Wakeman, Winstead PC - Dallas, TX