Estate Planning Workshop
Austin – AT&T Conference Center – Dec 4, 2026
Live Webcast – Dec 4, 2026
Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice. And join us on Wednesday for the 74th Annual Taxation Conference to hear about the latest developments in tax regulations, policy and legislation. Upon completion of this program, participants will be able to: Evaluate recent federal legislative, regulatory, and judicial developments affecting estate planning and assess their implications for wealth transfer, fiduciary planning, and client advisory services. Apply best practices for drafting wills and estate planning documents to facilitate effective administration, achieve client objectives, and reduce the likelihood of unintended tax and probate consequences. Analyze federal estate tax apportionment and allocation rules to determine equitable tax burdens among beneficiaries and incorporate appropriate tax allocation provisions into estate planning documents. Integrate current estate planning techniques, emerging planning trends, and technology-driven tools into client strategies to address complex estate, tax, and wealth transfer challenges.
- Total Credit Hours:
- 6.75
- Credit Info
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Specializations:
Estate Planning and Probate Law, Tax Law
Special Needs Trusts
Austin – DoubleTree by Hilton Hotel Austin – Feb 25-26, 2027
The 23rd Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the Special Needs and Trusts field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. Join us in-person only in Austin, TX. By attending this program, participants will be able to: Identify the fundamentals of special needs trusts, including appropriate trust structures and common pitfalls. Evaluate strategies for maximizing public benefits while maintaining eligibility for Medicaid and Social Security. Apply ethical principles when advising trustees, beneficiaries, and families, including bias awareness and client relationship boundaries. Implement best practices for administering unique trust situations (e.g., child support SNTs, DAC benefits)