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2012
- January 27, 2012: Houston Estate and Financial Forum, “Life Insurance and Charities: the Basics, Advanced and Over the Edge(?)”, noon, 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, River Oaks Country Club, Houston, Texas.
- September 20-21, 38th Annual Notre Dame Tax and Estate Planning Institute, topic to be announced, South Bend, Indiana
2011
- January 13, Philip E. Heckerling Estate Planning Institute University of Miami Law School, “Life Insurance and Charities: The Basics, Advanced and Over the Edge(?)” and panel member “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 panel member “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, 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
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Noted tax attorney Donald Jansen investigates 403(b) issues in Timbuktu!
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- 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, panel member, "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, panel member, "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.
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2006
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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.
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- 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, panel member, “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, panel member, “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
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