eConference
2024 Stanley M. Johanson Estate Planning eConference
Contains material from Jan 2025
2024 Stanley M. Johanson Estate Planning eConference
5 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
- System Test
-
$475 Add to Cart
Join legendary Texas 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:
- 6.75
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 1/31/2026
Preview mode.
You must be signed in, have purchased this eConference,
and the eConference must be active
to have full access.
Preview Sessions
Credit
Show session details
1.
Recent Developments Affecting Estate Planning (Jan 2025)
Charles A. "Clary" Redd
1.25
0.00
0.00
1.25
Preview Materials
Download session materials for offline use
Session 1 —79 mins 1.25
Recent Developments Affecting Estate Planning (Jan 2025)
Highlight planning implications of recent federal cases, rulings, important proposed regulations, and legislative developments that affect our estate planning clients.
Originally presented: Dec 2024 Estate Planning Workshop
Charles A. "Clary" Redd,
Stinson LLP - St. Louis, MO
Show session details
2.
Estate Planning for Modest Estates: Practical Tools Every Planner Should Know (Jan 2025)
Mickey R. Davis, Melissa J. Willms
2.00
0.00
0.00
2.00
Preview Materials
Download session materials for offline use
Session 2 —121 mins 2.00
Estate Planning for Modest Estates: Practical Tools Every Planner Should Know (Jan 2025)
Everyone is mortal but not everyone has an ultra-high net worth. Rummage through the estate planning toolbox and review core techniques to use regardless of your clients’ financial situation. Examine practical strategies, tools, and techniques essential for clients who don't need to worry about estate taxes (but that wealthy clients will appreciate too!).
Originally presented: Dec 2024 Estate Planning Workshop
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX
Melissa J. Willms,
Davis & Willms, PLLC - Houston, TX
Show session details
3.
Lifetime Planning with QTIP Trusts (Jan 2025)
Keri D. Brown
1.00
0.00
0.00
1.00
Preview Materials
Download session materials for offline use
Paper
(pdf)
100 pgs
Session 3 —58 mins 1.00
Lifetime Planning with QTIP Trusts (Jan 2025)
Helping a surviving spouse utilize the assets held inside a qualified terminable interest property ("QTIP") trust can present unique opportunities but it is not without significant obstacles. Hear the latest on this important planning area, including updates from the Tax Court in the Anenberg and McDougall cases.
Originally presented: Dec 2024 Estate Planning Workshop
Keri D. Brown,
Baker Botts LLP - Houston, TX
Show session details
4.
Oil & Gas in Estate Planning and Probate (Jan 2025)
R. Shaun Rainey
1.00
0.00
0.00
1.00
Preview Materials
Download session materials for offline use
Session 4 —60 mins 1.00
Oil & Gas in Estate Planning and Probate (Jan 2025)
Mineral ownership may be common for many Texans, but the complexity in estate planning and probate with mineral interests can be a minefield of potential pitfalls for the unwary practitioner. Understand important issues to consider when providing estate planning advice to owners of various mineral interests, and when administering the estates of people who owned them.
Originally presented: Dec 2024 Estate Planning Workshop
R. Shaun Rainey,
Cotton, Bledsoe, Tighe & Dawson, PC - Midland, TX
Show session details
5.
Estate Planning Workshop (Jan 2025)
Stanley M. Johanson, Stephen R. Akers, Keri D. Brown, Mickey R. Davis, R. Shaun Rainey, Charles A. "Clary" Redd, Melissa J. Willms
1.50
0.00
0.00
1.50
Preview Materials
Download session materials for offline use
Paper
(pdf)
5 pgs
Session 5 —89 mins 1.50
Estate Planning Workshop (Jan 2025)
The panel addresses practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.
Originally presented: Dec 2024 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
Stephen R. Akers,
Bessemer Trust - Dallas, TX
Keri D. Brown,
Baker Botts LLP - Houston, TX
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX
R. Shaun Rainey,
Cotton, Bledsoe, Tighe & Dawson, PC - Midland, TX
Charles A. "Clary" Redd,
Stinson LLP - St. Louis, MO
Melissa J. Willms,
Davis & Willms, PLLC - Houston, TX