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Crafting and Drafting CRT’s with Wealth Replacement and Avoiding Liability



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Bad estate/charitable planning results sometimes result in protracted litigation and very unhappy people, which can be disastrous events for public relations and economic reasons for those charitable organizations involved and the estate planners who did the work. This presentation will be a deep dive into Martin v. The Ohio State University Foundation, et al., a reported court decision involving the unfortunate aftermath of a failed charitable remainder unitrust/wealth replacement life insurance gift gone bad, in which the charitable beneficiary and several of the clients’ professional advisors were sued for fraudulent misrepresentation and negligent misrepresentation:

 

  • The case and Paul’s presentation will highlight the lessons learned from this case, which involved a plaintiff recovery of in excess of $1,000,000 in  a case that can happen to anyone!!!
  • Paul will present best practices with a view toward avoiding these types of results in the future.
  • Paul will employ his tripartite hermeneutic, or tool of analysis, which he maintains assists in minimizing or even eliminating these types of bad results in the future.


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. 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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