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The Human Side of Estate Planning/Psychology of Estate Planning



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Paul Hood will discuss the psychological factors at play for both clients/donors and estate planners/development professionals alike. He will introduce three psychological phenomena (transference, countertransference and triangles) at work in every day estate/charitable planning encounters. He will discuss death anxiety, mortality salience (fear of talking about death) and the 12 distinct fears that clients/donors can have about estate/charitable planning. He will introduce motivational interviewing and appreciative inquiry, which are tools that can assist clients/donors in the planning process. 

Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation. Paul is co-author with Steve Leimberg of The Tools & Techniques of Trust Planning and Tools & Techniques of Charitable Planning, which are published by The National Underwriter. Issues Paul will cover include the following: 

·       Have you ever wondered why people act the way they do in estate planning?

·       Did you know that clients can have as many as 12 distinct fears in estate planning?

·       Do you know the obstacles that stand in the path of a “good estate planning result?”

·       Have you ever wondered what clients/donors go through psychologically in estate/charitable planning?

·       Did you know that estate/charitable planners aren’t exempt from the psychological ramifications of discussing death and bring their own baggage into the planning process?

·       Have you been looking for tools and resources that will help you understand clients/donors better and help them conclude their planning?

This important presentation will address all of these burning questions! And, there’s much more! Do not miss this compellingpresentation!



There will be no CE for this webinar


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A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation.  He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at 

paul@paulhoodservices.com



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