59th Short Course on Estate Planning
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Live Online Program
Live Online Program
Registrar: +1.972.244.3404
E-Mail: cail@cailaw.org
Overview
This 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!
This year's program will take place online only.
Co-Chairs
Michael V. Bourland
Bourland, Wall & Wenzel, P.C.
Fort Worth, Texas
Darin N. Digby
Schoenbaum, Curphy & Scanlan, P.C.
San Antonio, Texas
Registration Options
Live Webcast (MCLE only for the sessions that are watched live. We will provide access to the recordings, but this registration does not include MCLE for sessions that are not watched live.)
- $1050 / $1200 - Regular Registration
- $750 / $850 - Professionals Licensed 3 years or Less
On-Demand Program (the recordings will be available approximately 1 month from the date of the live program).
- $1200 - Regular Registration
- $850 - Professionals Licensed 3 years or Less
Schedule
Day 1 - June 24
8:30 am - BASIC PRINCIPLES AND STRATEGIES IN ESTATE PLANNING, INCLUDING MARITAL DEDUCTION & PORTABILITY PLANNING (120 minutes)
Basic testamentary tax planning, including bypass trust, marital deduction, and portability planning for married couples and generation-skipping planning. Balancing between securing estate tax benefits and obtaining a set-up in basis for appreciated assets. Use of ascertainable standards and powers of appointment to implement client wishes in a tax-efficient way.
- Eric Reis, Assistant Professor of Law, UNT Dallas College of Law, Dallas, TX
10:30 am - BREAK
10:45 am - MARITAL PROPERTY ISSUES IN ESTATE PLANNING (60 minutes)
This session will include a review of the community property laws of the State of Texas with special emphasis on their impact on estate planning and estate administration. Traps for the unwary and planning opportunities for both married clients and their beneficiaries will be discussed.
- Tom Featherston, Professor of Law, Baylor University Law School, Waco, TX
11:45 am - BREAK
12:45 pm - IRREVOCABLE TRUSTS WITH EMPHASIS ON LIFE INSURANCE PLANNING (60 minutes)
- John K. Round, Steptoe & Johnson PLLC, Plano, TX
1:45 pm - BREAK
2:00 pm - ANTICIPATING WILL CONTESTS AND HOW TO AVOID THEM (60 minutes)
An estate planner must always be on guard when preparing instruments which may supply incentive for someone to contest a will. Prof. Beyer will point out the common situations that increase the likelihood of a will contest and review over a dozen techniques which may avoid the contest in the first place or enhance the likelihood of the contest failing.
- Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
3:00 pm - BREAK
3:10 pm - INTESTATE SUCCESSION: WHAT EVERY TEXAS ESTATE PLANNER NEEDS TO KNOW (60 minutes)
- Terri Lynn Helge, Associate Dean of Academic Affairs & Professor of Law, Texas A&M University School of Law, Fort Worth, TX
4:10 pm - RECESS
Day 2 - June 25
8:30 am - ETHICS IN ESTATE PLANNING (60 minutes)
Ethical issues and conflict of interest concerns in estate planning for multiple members of the same family, as well for the family’s business interests; conflict of interest and confidentiality in planning for spouses, siblings, and other family members; client conflict letters and other documentation; malpractice concerns; quality control procedures; privity issues.
- Michael V. Bourland, Bourland, Wall & Wenzel, P.C., Fort Worth, TX
- Darin N. Digby, Schoenbaum, Curphy & Scanlan, P.C., San Antonio, TX
9:30 am - BREAK
9:45 am - PRIMER ON CHARITABLE PLANNING (60 minutes)
America is the most charitable nation in the world. To aid the American philanthropic spirit, the Federal government provides certain tax incentives for donors. This presentation provides basic income, estate, gift and generation skipping transfer tax knowledge to equip practitioners to guide their clients in advantageously integrating charitable gift planning with estate planning.
- Megan C. Sanders, Bourland, Wall & Wenzel, P.C., Fort Worth, TX
10:45 am - BREAK
11:00 am - INCOME TAXATION OF TRUSTS AND ESTATES (60 minutes)
- Elizabeth T. Powdrill, Hopper Mikeska, PLLC, Austin, TX
12:00 pm - BREAK
1:00 pm - PLANNING FOR THE FAMILY BUSINESS, INCLUDING FLPS & LLCS; WORKING WITH A CLIENT CLOSING A BUSINESS (120 minutes)
- Michael V. Bourland, Bourland, Wall & Wenzel, P.C., Fort Worth, TX
3:00 pm - RECESS
Day 3 - June 26
8:30 am - THE GENERATION-SKIPPING TRANSFER TAX (120 minutes)
What you need to know about the GST tax; how to make efficient use of GST exemption allocations; application and implementation of the various GST severance rules and late allocation rules; and an overview of some gifting techniques that incorporate basic GST tax planning considerations and strategies.
- Darin N. Digby, Schoenbaum, Curphy & Scanlan, P.C., San Antonio, TX
10:30 am - BREAK
10:45 am - FIDUCIARY SELECTION (60 minutes)
Your clients must exercise great care in selecting executors, trustees, agents, and other fiduciaries. These decisions may affect the client and the client’s family members for many years to come. Decisions regarding the appropriate persons to select are, naturally, for your clients to make. However, you have a duty to explain to your clients the factors they should consider before making designations in their wills, trusts, and powers of attorney. This presentation will provide you with guidance in this important phase of planning your client’s estate.
- Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
11:45 am - BREAK
12:30 pm - ESTATE PLANNING CURRENT DEVELOPMENTS AND HOT TOPICS (90 minutes)
A summary of estate planning current developments, including a discussion of legislative, regulatory, and case law developments. The focus will be on issues of practical importance in advising clients, including the status of congressional developments and transfer tax audit key issues.
- Steve Akers, Senior Fiduciary Counsel, Bessemer Trust, Dallas, TX
2:00 pm - BREAK
2:15 pm - ARTIFICIAL INTELLIGENCE AND ITS IMPACT ON TODAY'S ESTATE PLANNER (60 minutes)
Artificial intelligence (AI) is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.
- Prof. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
3:15 pm - PROGRAM CONCLUDES
MCLE Credit
This program is approved by the State Bar of Texas for a total of 16.5 hours, including 1.0 hour of ethics. Course ID Number: 174280957. Credit hours for other states will vary and are subject to each state’s approval and credit rounding rules.
For this conference, CAIL will directly apply (if requested) for course accreditation in the following states: California, New Mexico, Ohio, Oklahoma, Pennsylvania, Texas, Virginia and West Virginia. Some of these states may not approve a program for credit hours before the program occurs. Attorneys may be eligible to receive CLE credit through reciprocity or attorney self-submission in other states. Attorneys filing by self-submission in certain states may be required to pay an additional fee. CAIL conferences are typically accredited by all mandatory CLE states.
Specialization Credit: This program is approved by the Texas Board of Legal Specialization for 16.5 hours in the following areas: Estate Planning and Probate Law
Sponsorship Opportunities
Silver Sponsor – $500
- Company/firm logo listed on the conference webpage, with link to company/firm website
- Company/firm logo displayed in electronic conference materials
- Verbal acknowledgment during conference sessions
- Recognition in post-conference thank-you email to participants
- Opportunity to provide a digital flyer or e-brochure to be included with participant materials
- Social media post recognizing company/firm sponsorship, either before or during the conference
Gold Sponsor – $1,250
Includes all benefits of Silver Sponsor, plus:
- One complimentary registration for the full three-day conference
- Featured placement of company/firm logo on the conference webpage and materials
- Additional recognition in pre-event communications (e.g., reminder emails to participants)
Other Information
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