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57th Annual Program Short Course on Estate Planning

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Plano, Texas, USA

Registration Open

MCLE Credit will be available

The Center for American and International Law
5201 Democracy Drive
Plano, Texas 75024

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Registrar: +1.972.244.3404
Fax: +1.972.244.3401
E-Mail: ccle@cailaw.org

Overview

Let’s get together in-person in Plano this January!

The annual estate planning program is designed for the new lawyer, CPA, financial planner, and trust officer whose primary career focus requires a thorough knowledge of complex estate and tax planning. It is also a great program for experienced lawyers wanting a refresher on planning for taxable estates. Be prepared for three intense days of lectures—this is a deep dive, not a forms course!

Be prepared for three intense days of lectures—this is a deep dive, not a forms course!

The 2022 course is chaired by Mike Bourland (Bourland, Wall & Wenzel, P.C.) and Darin Digby (Schoenbaum, Curphy & Scanlan, P.C.) and features Professor Stanley M. Johanson (The University of Texas School of Law), Stephen R. Akers (Bessemer Trust Company), Megan C. Sanders (Bourland, Wall & Wenzel, P.C.), John K. Round (Clark Hill PLC), and Kristin L. Brown (Davis Stephenson, PLLC).

As Professor Johanson says: “What makes this program so unique and useful is that it takes a one-of-a-kind comprehensive look at the "basics" of estate planning. I have always believed - and I continue to believe - that it is a "must attend" program for the new lawyer, CPA, financial planner, and trust officer whose primary career focus requires a thorough knowledge of estate planning.”

Co-Chairs

Michael V. Bourland
Bourland, Wall & Wenzel, P.C.

Darin N. Digby
Schoenbaum, Curphy & Scanlan, P.C.

Faculty

Stanley Johanson
The University of Texas School of Law

Stephen R. Akers
Bessemer Trust Company

Melissa J. Willms (invited)
Davis & Willms, PLLC

Megan C. Sanders
Bourland, Wall & Wenzel, P.C.

John K. Round
Steptoe & Johnson PLLC

Kristin L. Brown
Davis Stephenson PLLC

Tuition

Registration includes the conference, course materials, continental breakfasts, lunches and a reception.

Multiple Registrants from the same organization: Please contact Lisa for special pricing for tuition levels exceeding $750 - lgaspar@cailaw.org or 972.244.3404.

Early registration pricing is available through January 12, 2022.

  • $1275 - Regular Registration Fee (Regular Price: $1375)
  • $1175 - Government Employee (Regular Price: $1275)
  • $1175 - Non-Profit Employee (Regular Price: $1275)
  • $1175 - Academic Employee (Regular Price: $1275)
  • $650 - Attorneys, CFPs, CPAs, Paralegals and Trust Officers Licensed or Employed 3 Years or Less in This Practice Area (Regular Price: $750)

Schedule

This program will be held in-person at CAIL; All times shown are Central Time

Wednesday: 8:30 a.m. Registration; Sessions 9:00 a.m. – 5:30 p.m. followed by a reception

Thursday: Sessions 8:30 – 5:15

Friday: Sessions 8:30 – 4:00

Testimonials

What Participants Liked Best About The 2021 Virtual Program 

  • The complexity of the subject matter and GREAT materials. Many times the topics were way over my head in complexity and it was hard to keep up with the pace of the speaker. But that is what made this good. I know I need to study and have the materials to do so.
  • Clear explanations on complex topics
  • Informative
  • Speakers and content were excellent!
2021 Virtual Program Attendees

Other Information

Photo/Audio/Video Release

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Nondiscriminatory Policy

The Center for American and International Law does not discriminate on the basis of race, color, sex, religion, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status in educational activities, scholarship programs or admissions.

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