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

Overview

Your clients spend their lives caring and providing for their children. However, many of them lack the foresight to create a plan that will ensure all their children are supported even after they are gone. Sorting through an estate can be even more demanding and grueling for stepchildren and members of blended families.

As a member of a blended family himself, tax attorney Paul Hood shares his personal and professional knowledge on estate planning for blended families.

In this 60-minute virtual program, Hood addresses selected topics important for advising today’s complex modern family, including:

• 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

This program is presented in partnership by The Community Foundation for Greater New Haven, the Valley Community Foundation, Fairfield County's Community Foundation and the Jewish Foundation of Greater New Haven.

About the presenter:

L. Paul Hood, Jr. JD, LL.M. obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. Hood 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. Hood has authored or co-authored nine books and over 500 professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Hood is a highly sought after speaker and consultant due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Along the way, Hood'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.