eConference
2021 Stanley M. Johanson Estate Planning eConference
Contains material from Jan 2022
2021 Stanley M. Johanson Estate Planning eConference
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Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which 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.
- Explore topics ranging from the new Uniform Fiduciary Income and Principal Act, current issues in estate and gift tax audits, and learning how to draft and interpret trust distribution provisions.
- Gain insights and hear planning implications in Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts.
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1.
Recent Developments Affecting Estate Planning (Jan 2022)
Stanley M. Johanson
1.25
0.00
0.00
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Session 1
—74 mins
Recent Developments Affecting Estate Planning (Jan 2022)
Hear Professor Johanson's popular and always-informative review of the latest cases, regulations, rulings, and other "hot" estate planning topics!
Originally presented: Dec 2021 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
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2.
A Focus on Estate and Gift Tax Updates (Jan 2022)
Stephen R. Akers, Mickey R. Davis, Melissa J. Willms
1.00
0.00
0.00
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Session 2
—61 mins
A Focus on Estate and Gift Tax Updates (Jan 2022)
Originally presented: Dec 2021 Estate Planning Workshop
Stephen R. Akers,
Bessemer Trust - Dallas, TX
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX
Melissa J. Willms,
Davis & Willms, PLLC - Houston, TX
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3.
Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts (Jan 2022)
R. Eric Viehman, Catherine Bright Haws
1.00
0.00
0.00
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Session 3
—57 mins
Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts (Jan 2022)
The speakers provide insights on the new rule against perpetuities that applies to Texas trusts and discuss some planning implications of the new perpetuities period.
Originally presented: Dec 2021 Estate Planning Workshop
R. Eric Viehman,
Ytterberg Deery Knull LLP - Houston, TX
Catherine Bright Haws,
Carrington, Coleman, Sloman & Blumenthal, L.L.P. - Dallas, TX
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4.
Drafting and Interpreting Trust Distribution Provisions That: Say What You Mean and Mean What You Say (Jan 2022)
Leslie Kiefer Amann
1.00
0.00
0.00
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Session 4
—60 mins
Drafting and Interpreting Trust Distribution Provisions That: Say What You Mean and Mean What You Say (Jan 2022)
A discussion about improving communication between clients, drafting attorneys, and those who administer trust documents by examining excerpts from many trusts, archaic and modern, to learn from good and bad examples, and focus on language used to convey a settlor’s intent, values, and perspectives through the distribution instructions.
Originally presented: Dec 2021 Estate Planning Workshop
Leslie Kiefer Amann,
Sentinel Trust Company LBA - Houston, TX
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5.
Tales from the Trenches: Current Issues in Estate and Gift Tax Audits and Litigation (Jan 2022)
John W. Porter
1.25
0.00
0.00
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Session 5
—68 mins
Tales from the Trenches: Current Issues in Estate and Gift Tax Audits and Litigation (Jan 2022)
Address current issues and trends in the transfer tax controversy arena at the audit level, appeals, and in litigation. Dive into issues related to the valuation and transfer of interests in closely-held entities, including the use of formula clauses, section 2036, split-dollar life insurance, promissory notes at the AFR, GRAT audits, recent case law, positions taken by the IRS and practical ways to address those positions at the planning level.
Originally presented: Dec 2021 Estate Planning Workshop
John W. Porter,
Baker Botts - Houston, TX
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6.
Estate Planning Workshop (Jan 2022)
Stanley M. Johanson, Stephen R. Akers, Leslie Kiefer Amann, Mickey R. Davis, Catherine Bright Haws, John W. Porter, R. Eric Viehman
1.25
0.00
0.00
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Paper
(pdf)
3 pgs
Session 6
—81 mins
Estate Planning Workshop (Jan 2022)
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: Dec 2021 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
Stephen R. Akers,
Bessemer Trust - Dallas, TX
Leslie Kiefer Amann,
Sentinel Trust Company LBA - Houston, TX
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX
Catherine Bright Haws,
Carrington, Coleman, Sloman & Blumenthal, L.L.P. - Dallas, TX
John W. Porter,
Baker Botts - Houston, TX
R. Eric Viehman,
Ytterberg Deery Knull LLP - Houston, TX