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Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge



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The purpose of this 90 minute presentation is to provide an overview of most of the major tools and techniques currently in use in estate planning, and it covers more than 40 estate and charitable planning tools and techniques presently in use. Paul will analyze each tool and technique with the same set of criteria and compare some of them to other tools and techniques, including:

–      Advantages

–      Disadvantages

–      Assets best suited for the tool

–      Assets generally not well suited for the tool

–      Need for independent valuation

–      Cost and importance of implementation and ongoing administration

–      Cash flow requirements of assets used in the tool

–      Cash flow requirements of client and client’s spouse and family if the tool is used

–      Estate tax risks and consequences

–      Gift tax risks and consequences

–      Cost and importance of implementation and ongoing administration

–      Cash flow requirements of assets used in the tool

–      Cash flow requirements of client and client’s spouse and family if the tool is used

–      Estate tax risks and consequences

–      Gift tax risks and consequences



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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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