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Guest Speaker: L. Paul Hood, Jr., JD, Vice President at Thompson & Associates, Speaker/Author/Consultant, PPI Dean of the Cutting Edge

Description:  After a challenging, life changing client experience over 20 years ago to start with your last best advice, Paul recognized the importance of beliefs and began to flesh out his own estate planning beliefs and philosophies, which he will discuss in this webinar. Some of Paul’s estate planning beliefs and philosophies include:

  • the client must be in control of the planning process.
  • the only constant is change–an estate plan must be flexible and anticipate reasonably foreseeable contingencies.
  • an estate plan must work irrespective of death order.
  • an estate plan should provide a system of checks and balances on power and authority.
  • coordination of efforts between all of the client’s professional advisors is critical to the ultimate success of an estate plan.
  • family communication before death is essential to an effective estate plan.

In this hour long session, Paul will challenge the participants to develop and memorialize their own estate planning beliefs and philosophies.

Introduction to Our Guest Speaker

L. Paul Hood, Jr.

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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