eConference
2022 Stanley M. Johanson Estate Planning eConference
Contains material from Jan 2023
2022 Stanley M. Johanson Estate Planning eConference
4.51 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?
Excellent and informative
Appreciated annual Estate Planning Update.
Great presenters and great material. Very useful for my estate planning and small business clients.
I was looking for something a bit more basic, more than a nuts and bolts class but seemed to be more geared toward very high net worth clients. So some of the content was not relevant to my typical clients.
EXCELLENT
Great course. However, I am new to estate and the topics were very advanced. Not what I expected at all.
Awsome Workshop!
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$425 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:
- 6.50
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 12/31/2024
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1.
Recent Developments Affecting Estate Planning (Jan 2023)
Turney P. Berry
1.25
0.00
0.00
1.25
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Session 1
—80 mins
1.25
Recent Developments Affecting Estate Planning (Jan 2023)
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.
Originally presented: Dec 2022 Estate Planning Workshop
Turney P. Berry,
Wyatt Tarrant & Combs LLP - Louisville, KY
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2.
Evaluating Estate Planning Techniques in a Rising Interest Rate Environment (Jan 2023)
Kelly Perez
1.00
0.00
0.00
1.00
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Session 2
—60 mins
1.00
Evaluating Estate Planning Techniques in a Rising Interest Rate Environment (Jan 2023)
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.
Originally presented: Dec 2022 Estate Planning Workshop
Kelly Perez,
J.P. Morgan Private Bank - Dallas, TX
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3.
Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts (Jan 2023)
Levi M. Dillon
1.00
0.00
0.00
1.00
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Session 3
—63 mins
1.00
Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts (Jan 2023)
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.
Originally presented: Dec 2022 Estate Planning Workshop
Levi M. Dillon,
Bourland, Wall, & Wenzel, P.C. - Fort Worth, TX
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4.
23 & Me: The Downside of Sharing Your DNA (Jan 2023)
Gregory W. Sampson
0.75
0.00
0.00
0.75
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Session 4
—53 mins
0.75
23 & Me: The Downside of Sharing Your DNA (Jan 2023)
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.
Originally presented: Dec 2022 Estate Planning Workshop
Gregory W. Sampson,
Gray Reed - Dallas, TX
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5.
An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena (Jan 2023)
Michael Barker
1.00
0.00
0.00
1.00
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Session 5
—62 mins
1.00
An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena (Jan 2023)
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.
Originally presented: Dec 2022 Estate Planning Workshop
Michael Barker,
McGuireWoods - Richmond, VA
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6.
Estate Planning Workshop (Jan 2023)
Stanley M. Johanson, Stephen R. Akers, Michael Barker, Turney P. Berry, Mickey R. Davis, Kelly Perez
1.50
0.00
0.00
1.50
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Paper
(pdf)
3 pgs
Session 6
—94 mins
1.50
Estate Planning Workshop (Jan 2023)
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 2022 Estate Planning Workshop
Stanley M. Johanson,
The University of Texas School of Law - Austin, TX
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
Kelly Perez,
J.P. Morgan Private Bank - Dallas, TX