2023 Stanley M. Johanson

Estate Planning Workshop

Austin Dec 15, 2023 AT&T Conference Center
$375 Individual | $475 after Nov 29

$340 Group rate per person (5 registrants minimum) | $440 after Nov 29

$300 Group rate per person (10 registrants minimum) | $400 after Nov 29

Live Webcast Dec 15, 2023
$375 Individual | $475 after Nov 29

$340 Group rate per person (5 registrants minimum) | $440 after Nov 29

$300 Group rate per person (10 registrants minimum) | $400 after Nov 29

Register

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 71st Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.

Event Schedule

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

Time

Credit

Subject

Speaker
Friday Morning, Dec. 15, 2023
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

Discuss the highlights of planning implications of recent federal cases, rulings, important proposed regulations, and legislative developments that affect our estate planning clients.

Howard M. Zaritsky, Rapidan, VA
9:45 am

15-Minute Break
10:00 am

1.00 hr

REPTL, Meet T-REP. T-REP, Meet REPTL: The 2023 Texas Estate and Trust Legislative Update

Explore the latest recent Texas legislation affecting decedents’ estates, guardianships, trusts, powers of attorney, and other related matters.

Lauren Davis Hunt, Osborne, Helman, Scott, Knisely & Stanton L.L.P. - Austin, TX
11:00 am

1.00 hr

Estate Planning for Ranch Owners

Does your ranch-owning client plan to liquidate it at death or keep it in the family for generations to come? Learn key planning ideas to deal with this Texas estate planning icon.

Tanya E. Feinleib, Langley and Banack, Inc. - San Antonio, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Dec. 15, 2023
Presiding Officer:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
LUNCHEON PRESENTATION
12:30 pm

1.00 hr

Estate Planning Over Seven Decades

Hear how the estate planning practice and teaching estate planning to law students has changed (or in some cases not changed) through the eyes and ears of a Texas estate planning institution, Professor Stanley M. Johanson.

Stanley M. Johanson, The University of Texas School of Law - Austin, TX
1:30 pm

15-Minute Break
1:45 pm

1.00 hr

What You Need to Know About the Corporate Transparency Act

Starting next year, the Corporate Transparency Act will require virtually every business entity formed or registered to do business in the U.S. to provide information about the people who ultimately own or control the entity. Be prepared to help your clients (and yourself!) comply with this important legislation.

John R. Strohmeyer, Strohmeyer Law PLLC - Houston, TX
2:45 pm

1.50 hrs

Estate Planning Workshop

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.

Moderator:
Stanley M. Johanson, The University of Texas School of Law - Austin, TX
Panelists:
Stephen R. Akers, Bessemer Trust - Dallas, TX
Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Tanya E. Feinleib, Langley and Banack, Inc. - San Antonio, TX
John R. Strohmeyer, Strohmeyer Law PLLC - Houston, TX
Howard M. Zaritsky, Rapidan, VA
4:15 pm

Adjourn

Download Schedule

Conference Faculty

Stephen R. Akers

Bessemer Trust
Dallas, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Tanya E. Feinleib

Langley and Banack, Inc.
San Antonio, TX

Lauren Davis Hunt

Osborne, Helman, Scott, Knisely & Stanton L.L.P.
Austin, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

John R. Strohmeyer

Strohmeyer Law PLLC
Houston, TX

Howard M. Zaritsky

Rapidan, VA

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

Key Dates

Austin – Dec 15, 2023 – AT&T Conference Center

Live Webcast – Dec 15, 2023

Austin
Live Webcast

Individual
Last day for $375.00 Regular pricing: Nov 29, 2023

$475.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $340.00 Regular pricing: Nov 29, 2023

$440.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $300.00 Regular pricing: Nov 29, 2023

$400.00 for registrations received after this time

Last day for cancellation (full refund): Dec 8, 2023

$50 processing fee applied after this date

Last day for cancellation: Dec 11, 2023

Individual
Last day for $375.00 Regular pricing: Nov 29, 2023

$475.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $340.00 Regular pricing: Nov 29, 2023

$440.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $300.00 Regular pricing: Nov 29, 2023

$400.00 for registrations received after this time

Venue

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

$199 room rate good through November 12, 2023 (subject to availability). Please follow t his link to book your reservation online.

Parking Information

Parking is available in the hotel's attached garage, as well as Rowling Hall Garage. Both garage entrances are located on W 20th St. Guests may self-park or use the hotel's valet services at the University Avenue entrance. Parking charges are subject to changes without notification.

Self-parking fees:

Hourly Parking:

0-30 minutes, $3
31-60 minutes, $4
1– 2 hours, $6
2– 3 hours, $9
3– 4 hours, $12
4– 5 hours, $15
5– 8 hours, $18
8– 24 hours, $21

Overnight Guests:
Hotel guests may obtain a parking card at the front desk for $21 per night.

Valet Parking Rates:
Daily valet: $21
Overnight valet: $35

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