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The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?



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The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?-Increasingly, more and more estate planners are diversifying their services to their clients and are serving as fiduciaries (executors, trustees, guardians and trust protectors) for their clients. Unfortunately, this area is fraught with risk and uncertainty!!! During this 90 minute webinar, Paul will discuss:

 

    • The ethics rules that apply to the different subspecialties of estate planning.
    • The pro’s and con’s of serving and continuing to provide estate planning services to the client, an entity or to the trust, estate and guardianship.
    • The efficacy and legal effect of self-drafted or included ways to minimize liability.
    • Best practices in performing these services.
    • And much more!!!

Forms and clauses provided. Don’t miss this important LISI 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. Paul has authored or co-authored seven books and over 500 professional articles on estate, charitable and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language and mince no words in doing so. Along the way, Paul’s been a father, husband, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror and a defendant, and he uses his experience in these myriad roles to guide others.

Paul is an author, speaker and consultant on tax, estate and charitable planning. He also is a Vice-President with Thompson & Associates, a charitable estate planning firm. paul@paulhoodservices.com.


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