Are you wondering how the tax changes will affect your estate planning clients? Then you won't want to miss Professor Stanley Johanson speaking on the 2017 Tax Act & Tax Reform at CAIL’s upcoming Short Course on Estate Planning.
In addition to talking about Qualified Plan Benefits and IRA’s in estate planning, the Professor will tackle the impact on your clients--and your practice--of the increase in estate and gift tax exemption to $11 million; the effect on planning for estates of "mere millionaires"--couples and individuals with projected estates of $4-10 million; continued advantages of non-tax reasons for the use of trusts; and the increased importance of "new basis at death" rule and income tax issues.
He’ll also provide an overview of federal estate tax--gross estate inclusion rules, and valuation issues as they relate to "new basis at death" rule.
And that’s not all—Stephen R. Akers returns with his always popular “Hot Topics in Estate Planning,” and of course, the tax act and tax reform are hot topics.
Co-chaired by Michael V. Bourland (Bourland, Wall & Wenzel, P.C.) and Darin N. Digby (Schoenbaum, Curphy & Scanlan, P.C.), the program features:
Professor Stanley M. Johanson*
The University of Texas School of Law
- Stephen R. Akers - Bessemer Trust Company
- Alvin J. Golden - Brink Bennett Flaherty Golden pllc
- Melissa J. Willms - Davis & Willms, PLLC
- Megan C. Sanders - Bourland, Wall & Wenzel, P.C.
- John K. Round - Strasburger & Price, LLP
Join us in Plano for the 53rd Annual Short Course on Estate Planning, January 31 – February 2, 2018.
*For most Texas lawyers, Professor Johanson needs no introduction. He is synonymous with wills & estates.
But for those outside of Texas, a little background on the good professor—in addition to teaching at CAIL’s annual program for the last 50 years, Professor Johanson: joined The University of Texas School of Law faculty in 1963 and holds the James A. Elkins Centennial Chair in Law; his book Johanson's Texas Estates Code Annotated has been published annually since 1996; he lectures for BAR/BRI Bar Review Inc., helping candidates prepare for the bar exam in Illinois, Massachusetts, Michigan, Nevada and Texas; and he is a co-author of Wills, Trusts and Estates, a casebook that has been used at over 120 American law schools.