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Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet



Friday March 19

1:00PM ET - 2:30PM ET

 
Consider the following quote an its applicability to estate planning: “After you've done a thing the same way for two years, look it over carefully. After five years, look at it with suspicion. And after ten years, throw it away and start all over.” Alfred Edward Perlman, New York Times, July 3, 1958
 
In this exclusive LISI webinar, Paul draws on his lifelong commitment to continuous improvement (kaizen in Japanese) and emphatically challenges you to take a deep breath and a step back about your estate planning work to invest some critical time on your estate planning skills instead of always working in your practice. During this 90 minute content packed session, Paul will:
  • Define estate planning considering the building blocks of estate planning in an easy-to-understand bricks (e.g., wills, trusts, etc.) and mortar (i.e., the qualitative side of estate planning, e.g., communication, etc.) analogy.
  • Review his model entitled “Path of Most Resistance?”© of the obstacles and path toward a “good estate planning result.”
  • Take up the important issues attendant to selection and design of estate planning tools and techniques.
  • Examine common estate planning goals and objectives.
  • Based upon some of his own research, he’ll consider the 12 fears and objections of estate planning and common mistakes that estate planners make.
  • Take you through his personal beliefs and philosophies about estate planning and the critical ethical issues that routinely arise during the estate planning process.
  • Conduct an in-depth analysis of ethical conflicts of interest that arise in estate planning and consider the facts of a real case that is relevant to all estate planning, particularly for blended families.
  • Conclude with an important consideration of how to deftly avoid malpractice claims and other headaches during the estate planning process. 
Whether you’re a seasoned but harried estate planner or new to estate planning and interested in seriously cutting your estate planning learning curve, this valuable session is for you!!! Register today!


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.

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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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