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2024

  • January 11, 2024 , “That Life Insurance Policy May be Worth More (or Less) Than you think!,” panel chair, 58th Annual Phillip Heckerling Institute on Estate Planning, 2:00-3:30 p.m., University of Miami Law School, Orlando World Center Marriott Resort and Convention Center, Orlando, Florida
  • June 14, 2024 , “Giver’s Remorse/Whether Charitable Gift Agreements Will Stand the Test of Time,” 48th Annual Advanced Estate Planning & Probate Course, 1:15p.m. to 2:00 p.m., State Bar of Texas, Westin Galleria Houston. 5060 West Alabama St., Houston, TX 77056

2023

  • January 11, 2023, “Split Dollar Fundamentals – Intergenerational Split Dollar,” 57th Annual Phillip Heckerling Institute on Estate Planning, 2:00-3:30 p.m., Orlando World Center Marriott Resort and Convention Center, Orlando, Florida

2022

  • March 14, 2022, “That Insurance Policy May Be Worth More Than You Think!”, Tulsa Estate Planning Forum, Summit Club, 30th Floor, 15 West 6th St., Tulsa, Oklahoma
  • May 12, 2022, “Oops! 50 Common Life Insurance Planning Mistakes,” Estate Planning Council in Birmingham, The Club, Gold Room, 1 Robert S. Smith Dr, Birmingham, AL 35209
  • December 1 , 2022, “19 Years After the Final Regulations, Where Are We with Split Dollar Premium Financing?” The University of Texas 70th Annual Tax Conference, 2:30-3:30 p.m., Double Tree Hilton, 6505 N. Interstate 35, Austin, TX 78752.

2020

  • January 8, 2020, “Fundamentals of Life Insurance – What You need to Know and What You think You Know,” 2:00-5:00 p.m., panelist, 54th Annual Philip Heckerling Estate Planning Institute, University of Miami Law School, Orlando, Florida
  • May 15, 2020, “Paying for Life Insurance – When the Premiums Get Big, It Ain’t So Easy,” 11:30-12:30 a.m., panelist, 32nd Annual National CLE Conference, Real Property, Trust and Estate Law Section, American Bar Association - This will be a Webinar.
  • September 15, 2020, “Private Split Dollar Life Insurance: Alive and Kicking,” panelist, Real Property, Trust & Estate Law Section, American Bar Association, webinar.
  • November 5-6, 2020, “Oops! The Fifty Most Common Life Insurance Planning Mistakes,” 29th annual Tulane Estate Planning Institute, webinar.

2019

  • January 17, 2019, “The 50 Most Common Mistakes involving Life Insurance Planning” and “”15 Years After the final Regulations – Where Are We with Split Dollar Leveraging of Life Insurance Premium Payments?”, 2:00 - 4:00 p.m., Greenville Estate Planning Council, Westin Poinsett Hotel, 120 South Main St, Greenville, SC 29601
  • February 22, 2019, "Oops! 50 Most Common Mistakes in Life Insurance Planning", Houston Estate and Financial Forum, The Junior League of Houston, 1811 Briar Oaks Lane, Houston, TX 77027
  • August 21, 2019, “Durable Power of Attorney and Gifts,” 11:00 a.m., University of Texas system endowment Compliance group, 210 West 7th St, 2nd floor, Austin, Texas 78701
  • October 16, 2019, “Oops! The 50 Most Common Life Insurance Estate Planning Mistakes,” Southern Arizona Estate Planning Council, Arizona Inn, 2200 E. Elm St, Tucson, AZ 85719.
  • November 19, 2019, “Oops! The 50 Most Common Life Insurance Planning Mistakes,” 5:30-8:00 p.m., Austin Tax Study Group, Headliners Club, 221 6th St, suite 2100, Austin, TX 78701
  • December 6, 2019, “That Insurance Policy May Be Worth More Than You Think,” 3:30-4:30 p.m., Loyola Estate Planning Conference, Le Meridien on Poydras, new Orleans, Louisiana.

2018

  • February 12, 2018, “The 50 Most Common mistakes involving Life insurance Planning,” noon, Tulsa Estate Planning Forum, Summit Club, 30th floor, 15 w. 6th St., Tulsa, Oklahoma
  • April 30, 2018, “Oops! The 50 Most Common Life Insurance Planning Mistakes” and “When Business Life Insurance Results in Income or Compensation – Depends on Who Owns the Policy,” 8:00 a.m., Amarillo Area Estate Planning Council Spring Seminar, Amarillo, Texas
  • May 22, 2018, “Oops! The 50 Most common Life insurance Planning Mistakes” and “Charitable Lead Trusts: The Underused Family Wealth Transfer and Income Tax Technique for the Charitably Inclined,” 8:45 a.m., Savannah Estate Planning Council, Coastal Georgia Center, 305 Fahm St, Savannah, GA 31401
  • June 12, 2018, “Tax Implications for Relocation, Travel, Certain Fringe Benefits and Business Entertainment Expenses after TCJA,” 10:45 a.m., The University of Texas Travel Council, Hyatt Lost Pines Resort. Lost Pines, Texas
  • September 11, 2018, "When Business Life insurance Results in Income or Compensation – Depends on Who Owns the policy", 39th Annual gulf Coast Estate Planning Conference, Arthur Outlaw Convention Center, One South Water St., Mobile, Alabama 36602
  • October 3, 2018, “15 Years After the Final Regulations – Where Are We with Split Dollar leveraging of Life Insurance Premium Payments,” 11:45 a.m., Estate forum, Forest Club, 9950 Memorial Drive, Houston, TX 77024

2017

  • February 20, 2017, “Tax Reform Impact on Business and COLI,” 1:00 p.m., Lion Street Inc., AT&T Convention Center, Austin, Texas
  • May 12, 2017, “Oops! The 50 Most Common Life Insurance Planning Mistakes,” 2:45 - 3:40 p.m. Corpus Christie Estate Planning Council 44th Annual Estate Planning Institute, Solomon P. Ortiz Convention Center, Corpus Christi, Texas
  • June 8, 2017, “Oops! The 50 Most Common Mistakes Involving life insurance Planning,” 2:40 p.m. - 3:40 p.m. Midwest Estate Tax and Business Planning Institute, ICLEF Conference Facility, 230 East Ohio Street, 5th Floor, Indianapolis, Indiana
  • June 12, 2017, panelist, “How Do You Pay Those Premiums? Try the Split Dollar Regimes – They Are Still Around & Stronger Than Ever,” 11:00 a.m.-noon, Lion Street Trusted Advisor Conference, VDARA Hotel, 2600 W. Harmon Ave., Las Vegas, NV 89158
  • June 21, 2017, “What’s Up with UPMIFA?”, 1:30 p.m. to 2:15 p.m., University of Texas System Compliance Working Group, 201 West 7th St, Suite 208, Austin, Texas 78701
  • July 28, 2017, “Insurance Concepts,” 8:00 a.m.- 9:00 a.m., Texas Bankers Association Graduate Trust School, Collins Executive Center, 3150 Binkley Ave., Dallas, Texas 75205
  • October 4, 2017, “Leveraged Premium Financing Through Split-Dollar Arrangements,” 1:00 – 2:30 p.m., panel member, American Bar Association webinar
  • October 26, 2017, “Oops! The 50 Most Common Life Insurance Planning Mistakes,” panelist, 1:15 p.m. - 2:15 p.m. Southern Federal Tax Institute, Grand Hyatt Hotel Atlanta in Buckhead, 3300 Peachtree Rd NE, Atlanta, Georgia.
  • November 17, 2017, National Association of Estate Planners and Councils, Jansen induction into Estate Planners Hall of Fame, Roosevelt hotel, 130 Roosevelt Way, New Orleans, La 70112
  • December 8, 2017, “Oops! 50 Common Life Insurance Planning Mistakes,” Loyola Estate Planning Conference, New Orleans, Louisiana

2016

  • January 13, 2016, “In Honor of Heckerling’s 50th, the Top Fifty Insurance Planning Mistakes,” 2:00-3:30 p.m., panelist, 50th Annual Philip Heckerling Estate Planning Institute, University of Miami Law School, Orlando, Florida.
  • January 20, 2016, “13 Years After the Final Regulations – Where Are We With Split Dollar Leveraging of Life Insurance Premium Payments?”, 2:00-3:00 p.m. CT, New York Life/Nautilus Group Advisor Webinar.
  • January 27, 2016, “So You Think You Know Everything About the Income Taxation of Life Insurance? Well, Think Again!”, 1:30 p.m. to 3:00 p.m., 5th Annual Institute on Tax, Estate Planning and the Economy, Society of Trust and Estate Practitioners (STEP) and the University of California, Los Angeles (UCLA), Newport Beach, California.
  • April 21, 2016, “That Life Insurance Policy May be Worth More Than You Think!”, noon-1:30 p.m., Central Arkansas Estate Planning Council, Little Rock Club, 400 W Capitol Ave. #1601, Little Rock, AR 72201.
  • June 24, 2016, “That Life Insurance Policy May be Worth a Lot More Than You Think!”, State Bar of Texas Advanced Estate Planning and Probate Course, 1:15 p.m., LaCantera Hill Country Resort, 16641 LaCantera Pkwy, San Antonio, Texas 78256.
  • August 16, 2016, “The Top Fifty Life Insurance Planning Mistakes,” noon-1:30 p.m. CT, ABA Real Property Trust & Estate Law Section Webinar.
  • August 18, 2016, “Oops! The Fifty Most Common Life Insurance Planning Mistakes,” 9:00-10:00 a.m., Texas Society of CPAs Advanced Estate Planning Conference, LaCantera Hill Country Resort, 16641 LaCantera Pkwy, San Antonio, Texas 78256
  • October 25-26, 2016, “So You Think You Know Everything About the Income Taxation of Life Insurance. Well, Think Again!,” State Bar of Texas Advanced Tax Law Course, Austin, Texas.

2015

WALK OF FAME—Donald O Jansen points to his listing on the Heckerling Estate Planning Conference floor exhibit honoring those who have spoken there more than 10 times.

  • January 26, 2015, St. Louis Estate Planning Council, panelist, “So You Think You Know Everything About income Taxation of Life Insurance? Well, think Again!” St. Louis, Missouri.
  • January 30, 2015, Portland Estate Planning Council 2015 Annual Seminar, “So, You Think You Know Everything About Income Taxation of Life Insurance? Well, Think Again!” Portland, Oregon.
  • April 23, 2015, Kansas City Estate Planning Symposium, “ So, You Think You Know Everything About Income Taxation of Life Insurance! Well, Think Again!” Overland Park, Kansas.
  • October 19, 2015, “So You think You Know Everything About the Income Taxation of Life Insurance? Well, think Again!,” noon – 1:00 p.m., Estate Planning Council of Central Texas, Austin, Texas.
  • October 30, 2015, “That Life Insurance Policy May Be Worth More Than You Think!,” NYU Tax Institute, New York City, New York
  • November 6, 2015, “Charitable Lead Trusts: the Underused Wealth Transfer and Income Tax Saving Technique” and “Charities and Life Insurance: the Basics, Advanced and Over the Edge?”, 11:00 a.m. to 1:30 p.m., Southern Nevada Estate Planning Council, Las Vegas, Nevada.
  • November 20, 2015, “That Life Insurance Policy May Be Worth More Than You Think!,” NYU Tax Institute San Francisco, California
  • December 3, 2015, “That Life Insurance Policy May Be Worth More Than You Think!” 4:00 p.m.-5:00 p.m., 61st Annual Taxation Conference, The University of Texas School of Law, Austin, Texas

2014

  • January 14, 2014, 48th Annual Heckerling Institute on Estate Planning, “When Business Life Insurance Results in income or Compensation – Depends on Who owns the Policy,” Orlando, Florida
  • January 15, 2014, 48th Annual Heckerling institute on Estate Planning, “What’s Hot in Life insurance,” Orlando, Florida
  • February 23, 2014, The University of Texas Planned Giving Working Group Meeting, “Charitable Giving – Particular Issues With Life Insurance and IRAs,” Austin, Texas
  • March 3, 2014, Boise Estate Planning Council, ”So, You think You Know Everything About Incomes Taxation of Life Insurance? Well, Think Again!”, Boise, Idaho.
  • March 18, 2014, San Antonio Estate Planning Council, “So, you Think You Know Everything About Income Taxation of Life Insurance? Well, Think Again!”, San Antonio, Texas
  • November 13, 2014, 40th Notre Dame Tax and Estate Planning Institute, “Evaluating the Different Forms of Life Insurance Policies and Complexities in How they Are Valued,” 1:45 p.m. To 2:15 p.m., South Bend, Indiana Click Here to view Table of Contents
  • November 19, 2014, Red River Valley Estate Planning Council, “When Business Life Insurance Results in Income or Compensation – Depends on Who Owns the Policy,” 1:00 p.m. To 4:00 p.m., Fargo, North Dakota Click Here to view Table of Contents
  • November 21, 2014, Tulane Estate Planning Institute, “When Business Life Insurance Results in Income or Compensation – Depends on Who Owns the Policy,” 2:00 p.m. to 3:00 p.m., New Orleans, Louisiana

2013

Donald Jansen flying to another speaking engagement, piloted by companion Janice Law.

  • January 17, 2013, 47th Annual Heckerling Institute on Estate Planning, “So, You Think You Know Everything About income Taxation of Life Insurance? Think Again!” panelist, Orlando, Florida. Click Here to view Table of Contents
  • February 19, 2013, Austin Tax Study Group, “When Business Life Insurance Results in Income or Compensation – Depends on Who Owns the Policy,” Austin, Texas.
  • May 21, 2013, Jewish Federation of South Palm Beach County, “Life Insurance and Charities: the Basics, Advanced and Over the Edge(?)” Boca Raton, Florida.
  • June 5, 2013, Teleconference sponsored by Professional Education Broadcast Network, “Estate Planning and Life Insurance,” panelist.
  • July 17, 2013, American Institute of Certified Public Accountants Advanced Estate Planning Conference, “So you think you Know Everything About Income Taxation of Life Insurance. Well, Think Again!,” Baltimore, Maryland.
  • September 17, 2013, ABA teleconference, panelist, “Income Taxation of Life insurance.”
  • October 3, 2013, Estate Planning Council of Birmingham, “So, You Think You Know Everything About Income Taxation of Life Insurance. Well, Think Again!”, Birmingham , Alabama.
  • October 19, 2013, University of Montana School of Law 61st Annual Tax Institute, “When Business Insurance Results in Compensation or Income – Depends Upon Who Owns the Policy.”, Missoula, Montana.
  • October 24, 2013, Yale Richards Professional Education Seminar, “Charitable Lead Trusts – the Underused Family Wealth Transfer Technique for the Charitably Inclined,” Omaha, Nebraska
  • November 21, 2013, Sioux Falls Estate Planning Council, “So You Think You Know Everything About income Taxation of life insurance. Well, Think Again.”, Sioux Falls, South Dakota.
  • December 5, 2013, Great Plains Federal Tax Institute, “So, You Think You Know Everything About Income Taxation of Life insurance. Well, Think Again!” and “What’s Hot in life insurance”, Omaha, Nebraska

2012

Don Jansen’s schedule took him to
Papua New Guinea. No 409 (a) or
412 (i) issues here!
Visit the website
of his holiday companion.

  • January 27, 2012, Houston Estate and Financial Forum, “Life Insurance and Charities: the Basics, Advanced and Over the Edge(?)”, noon-1:00 p.m., Houston, Texas
  • February 15,  Society of Financial Service Professionals, panelist for nationwide video teleconference, “The Why and How of Separating Business Assets and Turning Them into Personal Wealth.”
  • March 19, New Orleans Estate Planning Council, “Charitable Lead Trusts: The Underused Wealth Transfer Technique for the Charitably Inclined,” New Orleans, Louisiana
  • April 20, Houston Business and Estate Planning Council, “Charitable Lead Trusts: The Underused Wealth Transfer Technique for the Charitably Inclined,” noon-1:00 p.m, Houston, Texas.
  • August 27, John Hancock Advanced Markets Radio; Topic: “Does Section 2702 Apply to private Split Dollar?”
  • September 20-21, 38th Annual Notre Dame Tax and Estate Planning Institute, “When Business Life Insurance Results in Income or Compensation – Depends Upon Who Owns Policy,” South Bend, Indiana.
  • October 18, Manatee County Estate Planning Council, “Charitable Lead Trust the Underused Family Wealth Transfer and Income Tax Technique for the Charitably inclined,” Bradenton, Florida.
  • November 2, Washington State Bar Estate Planning Conference, "Insurance Update: What's Hot & What's Not," Seattle, Washington.
  • November 29, Loyola University College of Law Annual Estate Planning Conference, “Estate Planning With Life Insurance,” New Orleans, Louisiana.
  • November 30, University of Texas System, “The Electoral College,” Austin, Texas.

2011

Noted tax attorney Donald Jansen investigates 403(b) issues in Timbuktu!

  • January 13, 45th Annual Philip E. Heckerling Estate Planning Institute, University of Miami Law School, “Life Insurance and Charities: The Basics, Advanced and Over the Edge(?)” and panelist “Life Insurance, Charities and Beyond,” Orlando, Florida.
    [
    Table of Contents]
  • February 7, John Hancock Advanced Marketing Radio, topic: “Shark Fin CLATS and Life Insurance.”
  • February 22, “Life Insurance and Charities: the Basics, the Advanced and Over the Edge?”, the Estate Planning Council for Central Texas, Austin, Texas.
  • April 21, Austin Chapter, Society of Financial Service Professionals, “Life insurance and Charities – The Basics, Advanced and Over the Edge?”, Austin, Texas
  • April 28, Planned Giving Council of Houston Conference, “Life Insurance and Charities: The Basics, Advanced and over the Edge?”, Houston, Texas.
  • May 2, Central Arizona Estate Planning Council, “Still Crummey After All These Years,” Phoenix, Arizona [Table of Contents]
  • June 16, Northwestern Mutual life Insurance Company Houston Office, “Anatomy of a Crummey Power,” Houston, Texas
  • August 17, Society of Financial Professionals, Clinic for Advanced Professionals, speech “Still Crummey After All These Years!!” and workshop “Anatomy of a Crummey Power,” Philadelphia, Pennsylvania
  • September 16, 37th Annual Notre Dame Tax and Estate Planning Institute, “Charitable Lead Trusts – The Underused Family Wealth Transfer Technique for the Charitably Inclined” and panelist “Shark Fin CLATs,” South Bend, Indiana
    [
    Table of Contents]
  • September 20, Omaha and Lincoln Estate Planning Councils, “When business Life insurance Results in income or Compensation,” 7:10 p.m., Ashland, Nebraska.
  • November 18, National Association of Estate Planners and Councils 48th Annual Conference, “Business Insurance and Compensation,” San Antonio, Texas
  • December 20, John Hancock Advanced Markets Radio; topic: “The Recent Rev. Rul. on Substitution of Assets in ILIT – It’s a Huge Development!”

2010

  • January 25-29, 44th Annual Philip E. Heckerling Estate Planning Institute, University of Miami Law School; “Still Crummey After All These Years” and “Anatomy of a Crummey Power”: Orlando, Florida
  • February 12, John Hancock Advanced markets Radio, topic: “Crummey Withdrawal Powers.”
  • February 16, Austin Tax Study Group, “Still Crummey After All These years,” Austin, Texas
  • February 23, Guardian Life Insurance Company,“Creating, Feeding and Caring for the Irrevocable Life Insurance Trust,” New York City, New York
  • February 26, John Hancock Advanced Markets Radio, topic: “Intergenerational Split Dollar.”
  • March 4, M-Financial Advisor Conference, “Still Crummey After All These Years,” Miami, Florida
  • April 8, Austin Chapter, Society for Financial Service Professionals, “Mom & Pop Want to Cut hours but not Pay! Closely Held Company Deferred Compensation,” Austin, Texas
  • September 13, ALI-ABA Advanced Business Succession Planning, “Mom and Pop Want to Retire on a Full Salary – How Can the Company Afford to Do It?”, video broadcast, Philadelphia, Pennsylvania
  • November 1, Seattle Estate Planning Council 2010 Estate Planning Seminar, “Still Crummey After All These Years,” Seattle, Washington
  • November 5, Tulane Tax Institute, “Still Crummey After All These Years,” New Orleans, Louisiana
  • December 3,  Loyola University College of Law Annual Estate Planning Conference, “Still Crummey After All These years”, New Orleans, Louisiana

2009

  • March 9, Fulbright & Jaworski Trusts & Estates Section, “ILIT Planning – Uses and Tax Consequences,” Houston, Texas [Table of Contents in .pdf]
  • April 28, Houston Chapter Society for Financial Service professionals, “Intergenerational (Discount) Split-Dollar – Does It Work?,” Houston, Texas
  • May 4, AALU Annual meeting, Washington, D.C., “Intergenerational (Discount) Split dollar – Does it Work?” [Table of Contents .pdf]
  • August 13, LIMRA International Sales Forum, “Creation and Management of ILITs (Still Crummey After All These Years),” St. Petersburg, Florida
  • August 18, Houston Chapter, Society of Financial Service Professionals, “Finding the Dollars for Large Premium Cases: Premium Finance and Split Dollar,” Houston, Texas
  • September 23, Guardian Life Insurance Company, “Finding the Dollars for Large Premium Cases: Premium Finance and Split Dollar”, New York City, New York
  • October 2, 35th Annual Notre Dame Tax and Estate Planning Institute, “Crummey Clauses: Traps and Unanswered Questions after 41 years” and “Mom & Pop Want to Retire on a Full Salary – How Can the Company Afford It?”, South Bend, Indiana
    [
    Table of Contents]
  • October 23, The University of Texas System 9th Annual Legal Conference, “UBIT-ter Sweet (So You Think UT Is Not Subject to Tax! Think Again!!)”, Austin, Texas.
  • October 26-27, Society of Financial Service Professionals 2009 FSP Forum; Retirement Planning Panel and “Charities and Life Insurance – The Basics, Advanced and Over the Edge(?)”; Phoenix, Arizona [download Table of Contents]
  • December 4, Great Plains Federal Tax Institute, “Creation and Management of ILITS (Still Crummey After All These Years),” Omaha, Nebraska. [Table of Contents .pdf]

2008

  • January 15-17, 42nd Annual Philip E. Heckerling Institute on Estate Planning, University of Miami Law School, "Mom & Pop Want to Cut Hours But Not Pay! Closely-Held Company Deferred Compensation (and Alternatives)," Orlando, Florida Table of Contents
  • January 22, Estate Planning Council Central Texas, "ILIT Premium Financing and Split Dollar
    Planning -- The Latest Developments," Austin, Texas
  • March 18, Austin Tax Study Group, "409A Regulations Countdown for Your Clients (288 days until smooth transition or doomsday!!)", Austin, Texas
  • May 1, Business Manager Council, University of Texas System, “The New 3% Withholding Statute for Governmental Payments for Property and Services”, Austin, Texas
  • August 11, LIMRA International Sales Forum, “Intergenerational (Discount) Split-Dollar -- Does It Work?”, Chicago, Illinois
  • August 28, Advanced Tax Law Course, State Bar of Texas, “Mom & Pop Want a Cut in Hours But Not Pay!! Closely-Held Company Deferred Compensation (Alternatives Plus 409A)”, Dallas, Texas
  • September 15, John Hancock Advanced Markets Radio, panelist, topic “Discount Private Split-Dollar – does it Work?”
  • October 20, Northwest Tax Institute, "409A Regulation Countdown for Your Client”,
    Scottsdale, Arizona
    Table of Contents
  • November 18, The Nautilus Group. “All I Want When I Retire is the Money – But How Do I Get it From the Closely-held Business?”, Dallas, Texas
  • November 19, panelist on nationwide video telecast sponsored by Society of Financial Service Professionals, “Mom and Pop Are Ready to Retire, but Is Their Money Ready Too?”

2007

  • January 26, Southern Arizona Estate Planning Council, "Giving Birth to, Caring for, and Feeding the Irrevocable Life Insurance Trust," Tucson, Arizona.
  • February 13, Teleconference sponsored by Professional Education Broadcast Network, panelist, "Business Planning With Life Insurance."
  • March 27, Houston Chapter, Society of Financial Service Professionals, "Life Insurance and Compensation", Houston Texas
  • May 1, 50th Annual Meeting of AALU, "Compensation and Life Insurance", Washington, D.C. Table of Contents
  • June 5,  ABA teleconference, panelist, "Ten Items Estate Planners Need to Know About 409A and Deferred Compensation."
  • June 8, ALI-ABA program on Uses of Life Insurance in Estate and Tax Planning, "Split Dollar Insurance and Premium Financing Planning," Chicago, Illinois
  • June 26, Wednesday Tax Forum, Houston, TX, "Summary of 409A Final Regulations."
  • June 30, Employee Benefits Committee, American College of Trust And Estate Counsel, "Update on the New 409A Regulations", Salt Lake City, Utah
  • August 13, The Madison Group, "ILIT Planning -- Uses and Tax Consequences", Denver, Colorado
  • August 14, LIMRA International Sales Forum, "Life Insurance and Compensation", Denver, Colorado
  • September 28, Joint CLE meeting ABA Real Property, Probate and Trust Law and Taxation Sections, "What Every Estate Planner Needs to Know About the 409A Final Regulations", Vancouver, Canada Table of Contents
  • October 11, 33rd Annual Notre Dame Tax and Estate Planning Institute,  "Split Dollar and Premium Financing Planning", South Bend, Indiana Table of Contents
  • October 18, 2nd Annual Family & Closely Held Business Institute, Business Law, Probate & Estate Planning and Taxation Sections, State Bar of Michigan, "Life Insurance Planning for the Closely Held Business", Plymouth, Michigan
  • December 10, ALI-ABA Advanced ILIT Seminar Update video cast, "Section 409A and ILITs (with an Occasional Side Trip Through Premium Financing," Philadelphia, Pennsylvania.

 

2006

  • January 12, 40th Annual Philip E. Heckerling Institute on Estate Planning, University of Miami Law School, “Prefer to Defer? 409A May Make You Pay!” Miami, Florida
  • January 26, Planned Giving Council of Houston, “Life Insurance and Charities – The Basics, Advanced and Over the Edge,” Houston, Texas
  • March 28, Houston Chapter, Society of Financial Service Professionals, “Prefer to Defer?  409A May Make You Pay!,” Houston, Texas.
  • April 19, Central Arizona Estate Planning Council,  “Life Insurance and Charities – The Basics, Advanced and Over the Edge,” Phoenix, Arizona.
  • May 2, Teleconference sponsored by Professional Education Broadcast Network, “New Deferred Compensation Rules Under IRC § 409A: What Transactional Counsel and Estate Planners Should Know.”
  • July 7, ACTEC Summer Meeting, panelist, “New Traps for Executives and Business Owners that Estate Planners Need to Know about 409A,” Los Angeles, California.
  • August 15, LIMRA International Advanced Sales Forum, “How to Pay ILIT Premiums and Other Premium Payment Issues,” Chicago, Illinois.
  • September 22, 41st Annual Southern Federal Tax Institute, “Premium Finance and Other Emerging Strategies Need to Acquire Life Insurance,” Atlanta, Georgia.. Table of Contents
  • September 28, 24th Annual Advanced Tax Course, State Bar of Texas, “Prefer to Defer? 409A May Make You Pay!,” Dallas, Texas.
  • October 3, ABA Teleconference, panelist, “New Traps for Executives and Business Owners: What Estate Planners Need to Know about 409A.”
  • October 16, Red River Valley Estate Planning Council, "Prefer to Defer? 409A May Make You Pay!", Fargo, North Dakota.
  • November 1, Northwest Tax Institute, "Prefer to Defer? 409A May Make You Pay!," Las Vegas, Nevada.
  • November 30, Great Plains Federal Tax Institute, "Prefer to Defer? 409A May Make You Pay!," Omaha, Nebraska.
  • December 1, Loyola Annual Estate Planning Conference, "Prefer to Defer? 409A May Make You Pay!," New Orleans, Louisiana. Table of Contents

            Donald O. Jansen
            Fulbright Tower
            1301 McKinney
            Suite 5100
            Houston, TX 77010-3095

            Telephone: (512) 499-4493
                       Fax: (512) 499-4523

Donald.jansen@nortonrosefulbright.com
donaldojansen@yahoo.com

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