eConference

2020 Stanley M. Johanson Estate Planning eConference

Contains material from Jan 2021

2020 Stanley M. Johanson Estate Planning eConference
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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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.50
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2021

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Preview Sessions
Credit

1. Recent Developments Affecting Estate Planning (Jan 2021)

Stanley M. Johanson

1.25 0.00 0.00 1.25
Preview Materials

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(mp4)
77 mins
(mp3)
71 mins
(pdf)
16 pgs
Session 1 — 77 mins, credit 1.25
Recent Developments Affecting Estate Planning (Jan 2021)

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 2020 Estate Planning Workshop

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

2. Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients (Jan 2021)

Marty Shenkman

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
41 mins
(pdf)
41 pgs
Session 2 — 45 mins, credit 0.75
Estate and Tax Planning for the 2020 Election: What Estate Planners Should Advise their Clients (Jan 2021)

Review ideas that estate planners should consider as they advise clients on how to respond to the 2020 elections! Consider best uses for expiring gift exclusions and GST exemptions, while providing clients with control in an uncertain environment through the use of trusts. Evaluate the use of powers of appointments to provide basis step-up, planning flexibility, and more.

Originally presented at: Dec 2020 Estate Planning Workshop

Marty Shenkman, Shenkman Law - Fort Lee, NJ

3. The SECURE Act: What Estate Planners Need to Know (Jan 2021)

Stephen R. Akers, Melissa J. Willms

0.75 0.00 0.00 0.75
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(mp4)
44 mins
(mp3)
40 mins
(pdf)
24 pgs
Session 3 — 44 mins, credit 0.75
The SECURE Act: What Estate Planners Need to Know (Jan 2021)

The SECURE Act is the biggest estate planning change impacting retirement plans in two decades. Learn how the Act changes the way we plan for clients who have significant retirement plan assets, including changes to how we use trusts as retirement plan beneficiaries, and special planning that might need to be done for clients who want to name disabled, chronically ill, minor children, or close-in-age beneficiaries for their retirement assets.

Originally presented at: Dec 2020 Estate Planning Workshop

Stephen R. Akers, Bessemer Trust - Dallas, TX
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

4. Charitable Planning Ideas Your Clients Can Use (Jan 2021)

Mickey R. Davis

0.75 0.00 0.00 0.75
Preview Materials

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(mp4)
44 mins
(mp3)
40 mins
(pdf)
37 pgs
(pdf)
9 pgs
Session 4 — 44 mins, credit 0.75
Charitable Planning Ideas Your Clients Can Use (Jan 2021)

Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore using donor-advised funds vs. private foundations, designing split-interest trusts to fit your clients’ needs, and using charitable trusts to mimic stretch IRA’s after the SECURE Act.

Originally presented at: Dec 2020 Estate Planning Workshop

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

5. Planning for Beneficiaries with Disabilities (Jan 2021)

Elisa Dillard Rainey

0.75 0.00 0.00 0.75
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(mp4)
48 mins
(mp3)
44 mins
(pdf)
91 pgs
(pdf)
21 pgs
Session 5 — 48 mins, credit 0.75
Planning for Beneficiaries with Disabilities (Jan 2021)

Supplemental Needs Trusts have been a recognized estate planning tool for more than a quarter-century, yet for many practitioners, they are still mysterious. Learn the vocabulary and reasoning behind Supplemental Needs Trusts, when they are best used, and essential strategies to keep in mind when creating and administering these important trusts. 

Originally presented at: Dec 2020 Estate Planning Workshop

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

6. From Here to Eternity: Designing Trusts for the Long Haul (Jan 2021)

David A. Handler

0.75 0.00 0.00 0.75
Preview Materials

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(mp4)
45 mins
(mp3)
42 mins
(pdf)
22 pgs
Session 6 — 45 mins, credit 0.75
From Here to Eternity: Designing Trusts for the Long Haul (Jan 2021)

Trusts are typically designed to last for decades and often generations. They need to be clear and comprehensive enough to be understood and administered by many parties over the years, and flexible enough to adapt to changing economics, personal circumstances, and tax and trust laws. Learn key terms and features of trusts that will meet the test of time.

Originally presented at: Dec 2020 Estate Planning Workshop

David A. Handler, Kirkland & Ellis LLP - Chicago, IL

7. Estate Planning Workshop (Jan 2021)

Stanley M. Johanson, Stephen R. Akers, Mickey R. Davis, David A. Handler, Elisa Dillard Rainey, Marty Shenkman, Melissa J. Willms

1.50 0.00 0.00 1.50
Preview Materials

Download session materials for offline use

(mp4)
86 mins
(mp3)
78 mins
Paper
(pdf)
4 pgs
Session 7 — 86 mins, credit 1.50
Estate Planning Workshop (Jan 2021)

Address practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from the recent elections, as well as recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.

Originally presented at: Dec 2020 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
David A. Handler, Kirkland & Ellis LLP - Chicago, IL
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Marty Shenkman, Shenkman Law - Fort Lee, NJ
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

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