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Hermeneutics for Designing Estate Planning Tools & Techniques: A Method in the Madness of the Fine Art of Designing Estate Planning Tools and Techniques



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Recording and Slides are Available Here .


Knowledge of how to design estate planning techniques is as important as knowledge of estate planning tools and techniques. There is no “Magic Eight Ball” in how to design estate planning tools and techniques. The best that we can hope for is a hermeneutic, which is a tool or method of interpretation. 

In his exclusive LISI webinar, Paul Hood present a tripartite hermeneutic that can transform how advisors design estate planning tools and techniques: the assets/cash flow; the characteristics and limitations of an estate planning tool or technique; and the players involved. During his webinar Paul will review estate planning goals and risks in general and the reasons for poor estate planning design through the lens of two real life cases that ended badly for each family. His three-part hermeneutic has the following prongs: 

·       Assets and Cash Flow Prong

·       Estate Planning Tool or Technique Used Prong

·       Players Prong

Each year there are many reported malpractice cases where the planning was technically good, but the design advice was ill-advised using the benefit of 20/20 hindsight. Attend this important webinar so that you don’t end up there!



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

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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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