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It’s Not Ozzie and Harriet: Estate Planning for Modern Families



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In this 90 minute program, Paul Hood will address selected topics important for advising today’s complex modern family, including the following:

•       Preparing for Initial Meeting

•       Conflicts of Interest and Ethical Issues

•       Funeral Planning and Related Issues

•       Powers of Attorney and Living Wills

•       Health Care Powers of Attorney and Living Wills Issues

•       Marriage Contracts

•       Family Business Issues

•       QTIPs, Unitrusts and Annuity Trusts

•       Joint Tenancies and Severing Joint Tenancies

•       Gift Splitting

•       Federal Estate Tax Apportionment

•       Tangible Personal Property Issues



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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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