Guest Speaker: Amanda Koplin, LPC, CEO, Koplin Consulting
Host: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge
Description: As professionals, the biggest fear is asking questions you don’t have the answers to and the potential of losing your clients. You may often feel more like a mental health counselor than a wealth advisor or estate lawyer. This is one man’s story, as both someone who struggled with addiction and practiced law, to help people understand the questions they should be asking, the ways to help, and how to plan more effectively for this population. Amanda and Paul will be going back and forth in a conversational manner to ask and answer the questions every estate planner needs to know.
Amanda Koplin, LPC, CEO, Koplin Consulting
Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2014, she created and developed an idea for a mental health urgent care clinic and sold it in 2016 to create Koplin Consulting, a nationwide concierge mental health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life.
She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members in order to create the greatest impact.
Amanda attended the University of Oregon for undergrad where she received two bachelor’s degrees: one in psychology and one in women and gender studies, and a certificate in the substance abuse prevention program. She attended Yeshiva University’s Albert Einstein’s College of Medicine where she received her Master’s in Mental Health Counseling. Following graduate school, she did in-home counseling for kids in family court and kids charged with felonies in Supreme Court in New York City. This is where she learned the impact of working with people in real life and the impact of working with all of the systems involved with the person of concern. This job not only influenced Amanda’s philosophy regarding mental health treatment, it inspired her to develop her own practical, real life solution in the form of Koplin Consulting. Her mission is to help others recover their quality of life.
L. Paul Hood, Jr., JD, Speaker/Author/Consultant
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.