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Guest Speaker: L. Paul Hood, Jr., JD, Consultant/Speaker/Author, PPI Dean of the Cutting Edge

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description:  Knowledge of how to design estate planning techniques is as important as knowledge of estate planning tools and techniques. There is no “Magic Eight Ball” in how to design estate planning tools and techniques. The best that we can hope for is a hermeneutic, which is a tool or method of interpretation. This 60-minute presentation will lay out a tripartite hermeneutic that can transform how you design estate planning tools and techniques: the assets/cash flow; the characteristics and limitations of an estate planning tool or technique; and the players involved. Along the way, the presenter will review estate planning goals and risks in general and the reasons for poor estate planning design through the lens of two real-life cases that ended badly for each family.

  • Assets and Cash Flow Prong
  • Estate Planning Tool or Technique Used Prong
  • Players Prong

Every year, the casebooks have malpractice cases where the planning was technically good, but the design advice was ill-advised using the benefit of 20/20 hindsight. Attend this important webinar so that you won’t end up there!

Introduction to Our Guest Speaker

L. Paul Hood, Jr. received his J.D. from Louisiana State University Law Center in 1986 and Master of Laws in Taxation from Georgetown University Law Center in 1988. Paul is a frequent speaker, is widely quoted and his articles have appeared in a number of publications, including BNA Tax Management Memorandum, BNA Estates, Gifts & Trusts Journal, CCH Journal of Practical Estate Planning, Estate Planning, Trusts & Estates, Valuation Strategies, Digest of Federal Tax Articles, Loyola Law Review, Louisiana Bar Journal, Tax Ideas, The Value Examiner and Charitable Gift Planning News. He has served as adjunct professor of law at The University of Toledo College of Law and at Ohio Northern University Pettit College of Law. He has spoken at programs sponsored by a number of law schools, including Duke, Georgetown, NYU, Tulane, Loyola (N.O.) and LSU, as well as many other professional organizations, including AICPA and NACVA. From 1996-2004, Paul served on the Louisiana Board of Tax Appeals, a three member board that has jurisdiction over all Louisiana state tax matters. A self-described “recovering tax lawyer,” Paul is the author or co-author of seven books, and is the proud father of two sons. Happily married to Carol A. Sobczak, Paul lives with Carol in Toledo OH, where he regularly speaks, writes and consults.

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