eConference
2019 Stanley M. Johanson Estate Planning eConference
Contains material from Jan 2020
2019 Stanley M. Johanson Estate Planning eConference
4.54 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?
Technical Questions?
512.475.6700
service@utcle.org
Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice.
Includes: Video Audio Paper Slides
Preview mode.
You must be signed in, have purchased this eConference,
and the eConference must be active
to have full access.
Preview Sessions
Show session details
1.
Recent Developments Affecting Estate Planning (Jan 2020)
Stanley M. Johanson
1.25
0.00
0.00
Preview Materials
Download session materials for offline use
Session 1
—76 mins
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: Dec 2019 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
Show session details
2.
Succession Planning for Owners of the Successful Pass-Through Entity (Jan 2020)
Jerome M. Hesch Esq.
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—60 mins
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: Dec 2019 Estate Planning Workshop
Jerome M. Hesch Esq.,
Adjunct Professor of Law - Miami, FL
Show session details
3.
Use and Misuse of Business Entities in Estate Planning: Miscellaneous Tax Issues (Jan 2020)
Richard B. Robinson
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Slides
(pdf)
6 pgs
Session 3
—61 mins
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: Dec 2019 Estate Planning Workshop
Richard B. Robinson,
Robinson, Diss and Clowdus, P.C. - Denver, CO
Show session details
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
Preview Materials
Download session materials for offline use
Session 4
—49 mins
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: Dec 2019 Estate Planning Workshop
Josh O. Ungerman,
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
Show session details
5.
Dos and Don’ts of Estate Planning for Millennials (Jan 2020)
Christine Wakeman
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 5
—61 mins
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: Dec 2019 Estate Planning Workshop
Christine Wakeman,
Winstead PC - Dallas, TX
Show session details
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
Preview Materials
Download session materials for offline use
Paper
(pdf)
3 pgs
Session 6
—82 mins
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: 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