Paul Hood presently is Director of Planned Giving at The University of Toledo Foundation, as well as a speaker and commentator on estate planning, planned giving and business valuation issues. A former estate planning and tax attorney in Louisiana, Paul received his undergraduate and law degrees from LSU and his LL.M. in taxation from Georgetown University Law Center. He is a frequent speaker and his articles have appeared in a number of publications. He developed and taught a course on estate planning for the online masters in taxation program for Northeastern University from 2011-2012. 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. Paul and Tim Lee wrote a book on business valuation that John Wiley & Sons published in the spring of 2011, and he and Emily Bouchard wrote a book on estate planning for blended families that was published by Self-Counsel Press in the spring of 2012. Paul authored Buy-Sell Agreements (Self-Counsel Press 2013), and he, together with Stephan R. Leimberg, are the co-authors of the upcoming Tools & Techniques of Estate Planning for the Modern Family, which the National Underwriter published in 2013. In 2914, Paul co-authored the third edition of The Tools & Techniques of Charitable Planning, which The National Underwriter published in late 2014. Paul resides in Toledo, Ohio. He can be reached at 504.452.7574 or at email@example.com or firstname.lastname@example.org.
See a list of upcoming webinars and speeches.
Planned Giving on a Shoestring Budget, Crescendo Users Conference, , Sarasota FL. [Upcoming September 24, 2018].
An “Autopsy” of a Gift Gone Bad: Lessons Learned, Development Day, Planned Giving Roundtable of Southeast Michigan, [upcoming June 6, 2018].
[Upcoming] Family Wealth Conference, May 24, 2018, Toledo OH.
Planned Giving on a Shoestring Budget, 26th Annual Planned Giving Day, Northern Ohio Planned Giving Council, Independence OH, May 4, 2017.
A Tour of Charitable & Estate Planning Tools & Techniques, Toledo Area Partnership for Philanthropic Planning, May 5, 2017.
Estate Planning for Modern Families; Hancock County Legal Education Foundation’s 40th Annual Income Tax Seminar, January 13, 2017.
Estate Planning for Modern Families; Toledo Bar Association; December 15, 2016; Toledo OH.
Business Succession Planning, National Business Institute, Inc.; December 8, 2016; Toledo OH.
Estate Planning for Modern Families; September 13, 2016; Toledo OH.
Planned Giving on a Shoestring Budget, Development Day, Planned Giving Council of Southeast Michigan, June 8, 2016.
LLCs in Ohio; National Business Institute, Inc.; December 17, 2015; Toledo OH.
Webinar entitled The Human Side of Estate Planning: The Psychology of Estate Planning; Clear Law Institute; May 1, 2015.
Webinar entitled Estate Planning for Modern Families; Clear Law Institute; April 6, 2015.
The Human Side of Estate Planning: The Psychology of Estate Planning (with John Guerin, Ph.D.); Fusion Collaboration; March 20, 2015.
Is YOUR Buy-Sell Agreement Up to Snuff: Things to Remember in Buy-Sell Agreements; Fusion Collaboration; Orlando FL; March 19, 2015.
Estate Planning for Modern Families; Fusion Collaboration; Orlando FL; March 19, 2015.
NBI Seminar on Family BUsiness Succession Planning (with others). NBI, Perrysburg OH; December 11, 2014
Webinar entitled Estate Planning for Income Tax Reduction (with Edwin P. Morrow III); Strafford; November 18, 2014
Estate Planning in 2014 and Beyond and How it Impacts Planned Giving, Toledo Bar Association; Emmanuel Christian; May 14, 2014
Webinar entitled Omissions & Commissions: Errors, Challenges and Solutions in Business Appraisal Reports (with Timothy R. Lee, ASA); BV Resources; March 12, 2014
Webinar entitled Step Up Your Game: Effective Business Appraisal Reporting (with Timothy R. Lee, ASA); BV Resources; February 7, 2014
Webinar entitled Estate Planning for Income Tax Reduction (with Stephen Breitstone and Edwin P. Morrow III); Strafford; February 11, 2014
Demystifying the Dreaded PreNup – How a PreNup can Strengthen a Relationship (with Emily Bouchard); Rendezvous III, Denver CO; August 1-3, 2013
BV Reports: Getting it Write!; Massachusetts Chapter of NACVA, Boston, May 23, 2013
Introduction to Estate Planning for Blended Families (with Emily Bouchard); The Ultimate Estate Planner, Inc.; May 8, 2012. www.ultimateestateplanner.com
Lifetime Estate Planning for the Blended Family Couple (with Emily Bouchard); The Ultimate Estate Planner, Inc.; May 15, 2012. www.ultimateestateplanner.com
Testamentary Estate Planning for Blended Families (with Emily Bouchard); The Ultimate Estate Planner, Inc.; May 22, 2012. www.ultimateestateplanner.com
Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports (with Timothy R. Lee, ASA); BV Resources webinar; August 9, 2012. www.bvresources.com
Estate Planning for the Blended Family; Denver Estate Planning Council; September 20, 2012; Denver Athletic Club. http://www.denverestateplanningcouncil.org/
Estate Planning for the Blended Family; Sacramento Estate Planning Council; October 24, 2012; Sutter Club. http://www.sacepc.org
Business Valuation 2012: the State of Things; 17th Annual CalCPA East Bay Chapter Estate Planning Symposium; November 6, 2012; Round Hill Country Club; Alamo, CA.
Estate Planning for the Blended Family; Estate Planning Council of Stanilaus County; November 8, 2012. http://www.stanilausepc.org
A Tour of Estate Planning Tools and Techniques and Selected Recent Developments in Estate Planning; November 8, 2012; CalCPA; Modesto, CA.
And in the popular press.
If you have always wanted to ask me something, now is the time to go for it!
email@example.com or firstname.lastname@example.org