2022 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 2, 2022 DoubleTree by Hilton Hotel Austin
Conference Concluded

Live Webcast Dec 2, 2022
Conference Concluded

Overview

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.

You’re also invited to register for our 70th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Controversy and/or Thursday: Focus on Business Transactions.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Friday Morning, Dec. 2, 2022
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
7:30 am
Austin Only

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

1.25 hrs

Recent Developments Affecting Estate Planning

The discussion centers on recent federal cases and rulings that affect our estate planning clients, including the regulations dealing with estate tax deductions under section 2053 and Reinstated Clawback.

Turney P. Berry, Wyatt Tarrant & Combs LLP - Louisville, KY

Turney P. Berry, Wyatt Tarrant & Combs LLP - Louisville, KY
9:45 am

15-Minute Break
10:00 am

1.00 hr

Evaluating Estate Planning Techniques in a Rising Interest Rate Environment

Current and anticipated future interest rates often determine when certain estate planning tools will be effective. Interest rates can be a key factor in determining not only what techniques to consider, but also when it makes the most sense to use them. Learn about conditions leading to the Federal Reserve System’s rate hikes. Review the relationship between interest rates and transfer tax planning. Examine several rate-sensitive wealth transfer techniques, and learn how best to recommend the right tools for your clients in a rising interest environment.

Kelly Perez, J.P. Morgan Private Bank - Dallas, TX

Kelly Perez, J.P. Morgan Private Bank - Dallas, TX
11:00 am

1.00 hr

Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts

Explore techniques designed to trigger grantor-trust treatment as to a trust beneficiary under IRC 678, including BDITs, BDOTs, and QSSTs; understand the advantages and disadvantages of each technique; and discuss mistakes to avoid in drafting and implementation.

Levi M. Dillon, Bourland, Wall, & Wenzel, P.C. - Fort Worth, TX

Levi M. Dillon, Bourland, Wall, & Wenzel, P.C. - Fort Worth, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Dec. 2, 2022
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:30 pm

1.00 hr

23 & Me: The Downside of Sharing Your DNA

With the proliferation of Ancestory.com and 23 & Me, people are more curious than ever before about their biological family members, both living and deceased. For people of significant wealth, this can cause problems if someone “out of the blue” claims a right to wealth or inheritance. Using lessons learned from an actual case, this presentation provides tips and best practices for drafting a will and trust to avoid problems, outlines what happens if someone, particularly a high-net-worth individual, dies with or without a trust or will, and describes the expense, both monetarily and relationally, involved in fighting this type of claim.

Gregory W. Sampson, Gray Reed - Dallas, TX

Gregory W. Sampson, Gray Reed - Dallas, TX
1:30 pm

15-Minute Break
1:45 pm

1.00 hr

An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena

This presentation highlights key, and often surprising, issues of intense IRS audit focus in the estate planning world, identifying trends and outlining strategies to navigate IRS scrutiny.

Michael Barker, McGuireWoods - Richmond, VA

Michael Barker, McGuireWoods - Richmond, VA
2:45 pm

1.50 hrs

Estate Planning Workshop

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.

Moderator:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Panelist:
Michael Barker, McGuireWoods - Richmond, VA
Turney P. Berry, Wyatt Tarrant & Combs LLP - Louisville, KY
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Kelly Perez, J.P. Morgan Private Bank - Dallas, TX

Moderator:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Stephen R. Akers, Bessemer Trust - Dallas, TX
Panelist:
Michael Barker, McGuireWoods - Richmond, VA
Turney P. Berry, Wyatt Tarrant & Combs LLP - Louisville, KY
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Kelly Perez, J.P. Morgan Private Bank - Dallas, TX
4:15 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Michael Barker

McGuireWoods
Richmond, VA

Turney P. Berry

Wyatt Tarrant & Combs LLP
Louisville, KY

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Levi M. Dillon

Bourland, Wall, & Wenzel, P.C.
Fort Worth, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Kelly Perez

J.P. Morgan Private Bank
Dallas, TX

Gregory W. Sampson

Gray Reed
Dallas, TX

Planning Committee

Stephen R. Akers—Co-Chair

Bessemer Trust
Dallas, TX

Mickey R. Davis—Co-Chair

Davis & Willms, PLLC
Houston, TX

Stanley M. Johanson—Chair Emeritus

The University of Texas School of Law
Austin, TX

MCLE Credit

Texas – 6.75 hrs
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 6.75 hrs

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 8.00 hrs

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 6.50 hrs

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 6.75 hrs

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 8.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

National Accounting CPE – 8.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 8.00 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

MCLE Credit

Texas – 6.75 hrs
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 6.75 hrs

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 8.00 hrs

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 6.50 hrs

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 6.75 hrs

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

Certified Financial Planner (CFP) – 8.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account.Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

TX Accounting CPE – 8.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Dec 2, 2022 – DoubleTree by Hilton Hotel Austin

Conference Concluded

Live Webcast – Dec 2, 2022

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $375.00 Regular pricing: Nov 21, 2022
$425.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $340.00 Regular pricing: Nov 21, 2022
$390.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $300.00 Regular pricing: Nov 21, 2022
$350.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Nov 21, 2022
$50 processing fee applied after this date
Last day for cancellation: Nov 28, 2022

Venue

DoubleTree by Hilton Hotel Austin

6505 N. Interstate 35
Austin, TX 78752-4346
512-454-3737
512-454-3737 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $140 per night. Special room rate is available until November 8, 2022, or until the room block is exhausted, whichever comes first. You can reserve by calling 800-866-3126 and reference UT Taxation and Estate Planning Conference or by visiting their website here.

Parking Information

Daily or Overnight Self-parking: $10
Valet parking is available at $25 a day

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Frost Wealth Advisors

Frost Wealth Advisors
www.frostbank.com/personal/investments

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $51 billion in assets at September 30, 2022. One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.

Estate Planning Workshop

Overview

Event Schedule

Friday Morning, Dec. 2, 2022

Friday Afternoon, Dec. 2, 2022

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

DoubleTree by Hilton Hotel Austin

Accommodations

Parking Information

Our Sponsors

Frost Wealth Advisors

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