Planning to Change the World Webinars

Every Longhorn Needs a Plan: Legacy and Estate Planning Webinar
Recorded on February 6, 2023
A discussion between Stephen Saunders, one of Austin’s top estate planning and probate attorneys, and Professor Larry Speck on the immediate payoff of creating a long-term estate plan, the pitfalls of procrastination, making tax-wise gifts through your IRA, simple ways to make charitable bequests, account and beneficiary designations and much more. Presented by the UT Austin Office of Gift and Estate Planning.

Trusts: Privacy, Protection and a Powerful Plan
Recorded on May 25, 2021
Our expert panelists discuss why you should consider using a trust, common mistakes to avoid when completing your estate plans, smart ways to support and protect your family when making charitable gifts and upcoming changes to tax and estate law that may make trusts more attractive. Presented by the UT Austin Office of Gift and Estate Planning.

Preparing for the Known Unknowns: A Plan for Every Longhorn
Recorded on November 17, 2020
Our three expert panelists walked attendees through wealth management and estate planning trends, how the SECURE and CARES Acts may affect your retirement, giving strategies and potential changes to the federal estate tax exemption and other tax planning essentials. Presented by the UT Austin Office of Gift and Estate Planning.

The Evolving Landscape of Wealth Management
Recorded on September 22, 2020
Our three expert panelists discuss the future of wealth management and provide you with key takeaways for how to apply these insights in your own work. Presented by the McCombs School of Business, UT Law, and the UT Austin Office of Gift and Estate Planning.

Estate Planning in the Time of the Coronavirus
Recorded on May 15, 2020
Our three expert panelists walk you through what you need to consider in your estate planning during these challenging times. Presented by UT Law Continuing Legal Education.

Retire Well, Do Good
Recorded on May 22, 2019
James Werner, B.B.A. '92, CFP®, of Silicon Hills Wealth Management will help you develop a charitable mission, incorporate philanthropy into your financial plan and life, and share how to give more efficiently and effectively.