Paul Hood Webinars offered through Leimberg Information Services, Inc. (www.leimbergservices.com). Click on the title of a webinar for more information or to purchase it.
Paul Hood Books
The Estate Planner Tool Book by Paul Hood & Ed Morrow
Paul Hood Webinars
Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet
For Whom the Bell Tolls: Pre-Mortem Planning Options and a Look Forward at Post-Mortem Estate Planning
2020 Hindsight: A Review of Important Developments in Estate Planning
Prescriptions for Donor’s Remorse: Using Disclaimers and Other Techniques to Hit the “Undo Button” on Taxable Gifts
Can YOU BDIT? BDIT’s and BDOT’s…”The Beneficiary Defective Inheritor’s Trust” and “The Beneficiary Deemed Owned Trust.” What are they? How do they work? Concerns and Best Practices”
The Intersection of Portability and Blended Families: No Man’s Land?
Directed Trusts: The Veg-O-Matic™ of Estate Planning
Beware Indirect Gifts! Is YOUR Planning Creating Them?
Critically Important NEW Buy-Sell Case: The Three Appraisal Sidestep-Walsh v. White House Post Productions, LLC
A Planner’s Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3
A Planner’s Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2
A Planner’s Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 1
Panacea or Potential Problem: An Exploration of T-CLATs
Health Care Powers of Attorney, Advance Directives, Living Wills, POLST and HIPAA Authorization Analysis. It’s That Time…How’s YOUR Bedside Manner?
Valuable Conversations Attorneys and Business Appraisers Must Have: Buy-Sell Agreements, Appraisal Review, Gift & Estate Taxes, Litigation & More
Nelson v. Commissioner – The Next Chapter in Protective/Defined Value Gift and Sale Clauses – A devastating loss for the Taxpayer
Charitable Planning in 2020-Including the Charitable LLC!
The Magic Carpet of Estate Planning: Cutting Edge Planning and Drafting with Powers of Appointment
Pre-Nups: An Alternative View
Turbocharge Your Trust Forms: Non-Traditional Cutting Edge Trust Design Strategies To Improve And Protect Inheritors
Crafting and Drafting CRT’s with Wealth Replacement and Avoiding Liability
The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?
Property Powers of Attorney: Are You Aiding and Abetting Legalized Theft?
Anatomy of a Business Valuation Report – Next Episode of Out of the Hood
Modern Basis Planning: Dude, Where’s My Basis?
Early Termination of Trusts: Panacea or Professional Negligence?
Swap Power Clause Analysis. Out of the Hood: Analysis with an Attitude: Episode 2
Out of the Hood: Analysis with an Attitude
Issues in Income Shifting-What’s Past is Prologue
Snap, Crackle, Swap: The Substitution Power in Grantor Trusts
The A-B-(LL)Cs of Choice of Entity Selection: 2019 Edition
The Best Laid Plans…Planning for the Surviving Spouse
Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge
Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses
Do You Trust?-The Anatomy of a Trust
It’s Not Ozzie and Harriet: Estate Planning for Modern Families
Your Forms Runneth Over: Selected Fine Points of General Drafting of Documents
From the School of Hard Knocks: Thoughts About the Initial Client Interview
Estate Planning for Qualified Retirement Plans and IRA’s
Hermeneutics for Designing Estate Planning Tools & Techniques: A Method in the Madness of the Fine Art of Designing Estate Planning Tools and Techniques
The Human Side of Estate Planning/Psychology of Estate Planning
Anatomy of an LLC Operating Agreement: What the Sophisticated Advisor Needs to Know
Paul Hood: Buy-Sell Agreements – An 8 Part Series
Common Errors in Business Valuation Reports: What Advisors Need To Look For
Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements
Paul Hood’s Complete 6-Part Series: Estate and Gift Tax Introduction
Family Business Succession Planning-It’s a Contact Sport!!!
A THREE PART WEBINAR SERIES Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria