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Published Works by Paul Hood

A Reviewer's Handbook to Business Valuation: Practical Guidance to the Use and Abuse of a Business Appraisal (with Timothy R. Lee, ASA)-John Wiley & Sons 2011

 

Estate Planning for the Blended Family (with Emily Bouchard)-Self-Counsel Press 2012

 

Buy-Sell Agreements-Self-Counsel Press 2013


Articles in professional journals

“Defined Value Gifts and Sales Under the Microscope: What’s Possible and What’s Not-Revisited,” Tax Management Estates Gifts and Trusts Journal (July 2011)

Co-Author (with Timothy R. Lee) of “Estate of Gallagher: The Rest of the Story,” Valuation Strategies (Vol. 15, No. 3 Jan./Feb. 2012 pp. 4-13).

 

Co-Author (with Timothy R. Lee) of “Gallagher Estate v. Commissioner Valuation Issues: a la Carte or Prix Fixe,” Business Valuation Alert (Vol. 12 Issue No. 4 Oct. 2011).

 

‘Reviewing Business Appraisal Reports: The Devil is in the Details,” Tax Management Estates Gifts and Trusts Journal (August 2011).

 

“Fifth Circuit Symposium: Federal Taxation”, 35 Loyola Law Review 493 (1989).

 

“Must Synergistic Buyers be Considered in Fair Market Value Analysis?,” Valuation Strategies Vol. 13, No. 6, pp. 28-33 (2010).

 

“Who Says Appraisers Agree on Everything? Ten Issues That Affect Valuations (Parts One and Two),” Valuation Strategies Vol. 11, No. 6, pp. and Vol. 12, No. 1, pp. 27-31 (2008).

 

“Application of the Excess Business Holdings Tax to DAFs and SOs,” Family Foundation Advisor, Vol. 7, No. 1 (Nov./Dec. 2007).

 

Dallas v. Commissioner, BNA Tax Management Insights and Commentary, Jan. 2007.

 

Hermeneutic for Evaluation, Selection and Design of Estate Planning Tools and Techniques, Tax Management Estates, Gifts and Trusts Journal, May 12, 2005, at pp. 155-175.

 

BNA Portfolio, Valuation and Real Estate, Bureau of National Affairs (2003 and 2007).

 

Defined Value Gifts and Sales Under the Microscope: What’s Possible and What’s Not?, BNA Tax Management Estates, Gifts and Trusts Memorandum, March 13, 2003, pp. 175-191.

 

Gifting, Valuation and Metaphysics, BNA Tax Management Insights and Commentary, 2004.

 

Louisiana Wills & Trusts: A Drafting System (with Gerald LeVan, Esq. and the late Judge Alvin B. Rubin), 1992-.

 

“The Initial Estate Planning Interview,” 27 ACTEC Journal 297 (2002).

 

“Defined Value Gifts: Does IRS Have it all Wrong?” 28 Estate Planning No. 12, pp. 582-591 (2001).

 

“Did the IRS Answer the Wrong Defined Value Gift Question?”-Parts 1 and 2, Probate Practice Reporter (Part 1-Aug. 2001; Part 2-Sept. 2001).

 

“The Initial Estate Planning Client Interview,” 2 CCH Journal of Practical Estate Planning No. 4 (Aug./Sept. 2000), pp. 32-41.

 

“10% Remainder Interest Requirement Poses Sticky Drafting Problems,” Tax Management Estates, Gifts and Trusts Journal, Vol. 24, No. 3, pp. 146-150 (May-June 1999).

 

“Its Not Easy to Draft a Testamentary Charitable Remainder Trust”, Charitable Gift Planning News (October 1998).

 

Buy-Sell Agreements (with John A. Rouchell, Esq.), Tax Ideas, Warren Gorham Lamont (1993).

 

Steve Leimberg’s Business Entities Newsletter (on Internet http://www.leimbergservices.com) Nos. 103, 106, 112, 119, 122, 124, 126 and 128 (2000-)

 

Steve Leimberg’s Charitable Planning Newsletter (on Internet http://www.leimbergservices.com) Nos. 60, 62, 63, 111, 117, 138 and 156 (2000-).

 

Steve Leimberg's Estate Planning Newsletter (on Internet http://www.leimbergservices.com) Nos. 1856, 1845, 1837, 1829, 1825, 1804, 1780, 1774, 1749, 1712, 1694, 1686, 1650, 1642, 1599, 1585, 1566, 1557, 1511, 1501, 1490, 1470, 1409, 1378, 1376, 1328, 1304, 1295, 1272, 1210, 1197, 1189, 1175, 1173, 1163, 1148, 1138, 1132, 1120, 1119, 1118, 1075, 1074, 1043, 1026, 1025, 1014, 1010, 1003, 988, 971, 968, 955, 917, 901, 896, 791, 761, 756, 721, 692, 687, 684, 683, 678, 655, 646, 644, 643, 614, 609, 343, 341, 339, 337, 332, 328, 322, 318, 312, 268, 266, 265, 263, 262, 257, 256, 246, 233, 232, 227, 224 and 210 (2000-).

 

Steve Leimberg’s Employee Benefits and Retirement Newsletter (on Internet http://www.leimbergservices.com) No. 22 (2000-).

 

Editor, The Louisiana Estate Planner, Vol. 20- (p. 1041-); co-editor (with Gerald LeVan, Esq.), Vol. 17, No. 12 - Vol. 19, No. 12 (pp. 842-1040); special editor (with Gerald LeVan, Esq. and Carey J. Messina, Esq.), Vol. 17, No.3 - Vol. 17, No. 11 (pp. 770-841).

 

“Trust Anxiety: Revocable Trusts in Louisiana”, 39 La. Bar Journal 574 (1991).

 

“Legislature Puts Trap in State Tax Cookie Jar’”, 38 La. Bar Journal 415 (1990).

 

Significant Speeches and Presentations



A Panacea or Potential Problem: T-CLATs-Beyond the Basics; Ultimate Estate Planner Webinar; November 17, 2011

 

Who Says that Appraisers Agree on Everything: 10 Burning Issues Within the Business Appraisal Profession for Consumers of Business Appraisal Reports; Ultimate Estate Planner Webinar; November 2, 2011

 

Who Says that Appraisers Agree on Everything: 10 Burning Issues Within the Business Appraisal Profession for Consumers of Business Appraisal Reports; Purposeful Planning Collaboration Webinar; November 1, 2011

 

Estate of Gallagher: How the Courts See the State of Business Valuation (with Z. Christopher Mercer, ASA); BVResources Webinar; October 20, 2011

 

Is YOUR Buy-Sell Agreement Up to Snuff: Things to Remember About Buy-Sell Agreements; Ultimate Estate Planner Webinar; October 18, 2011

 

Blended Family Estate Planning: the Intersection of the Head and the Heart (with Emily Bouchard, MSSW); Purposeful Planning Collaboration Webinar; October 14, 2011

 

A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques; Ultimate Estate Planner Webinar; September 28, 2011

 

A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques; Rendezvous, Denver, CO, August 19, 2011

 

Business Appraisal Reports: Perfecting the Art (with Timothy R. Lee, ASA), BVResources Webinar, August 11, 2011

 

Who Says Appraisers Agree on Everything? Burning Issues That Affect Valuations, NACVA/IBA, May 28, 2009

 

Buy-Sell Agreements: Ticking Time Bombs or Reasonable Solutions? (with Z. Christopher Mercer and Hugh Q. Gottschalk), BV Resources, October 12, 2008

 

Top Ten Burning Issues in Valuation From the Perspective of an Estate Tax Attorney, FCG, New Orleans, December 1, 2007.

 

Hermeneutic for Evaluation, Selection and Design of Estate Planning Tools and Techniques, Emerald Coast Estate Planning Council, August 16, 2007.

 

You’ll Never Think About Buy-Sell Agreements the Same Way Again (Part 1 of 3), with Z. Christopher Mercer, ASA, CFA and John H. Brown, June 14, 2007.

 

From the School of Hard Knocks: Thoughts on the Initial Client Interview, Emerald Coast Estate Planning Council, August 20, 2006.

 

News

See a list of upcoming webinars and speeches.

 

[Upcoming] NBI Seminar on Family BUsiness Succession Planning (with others). NBI, Perrysburg OH; December 11, 2014

 

[Upcoming] 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.

 

www.wealthstrategiesjournal.com/articles/2014/03/back-to-the-school-of-hard-kno.html 

 

http://wgrnradio.com/blog/2012/07/18/married-again-radio-26-estate-planning-for-blended-families-101/

 

http://www.forbes.com/sites/deborahljacobs/2012/04/10/estate-planning-for-couples-should-it-be-a-solo-or-a-duet/

 

http://ultimateestateplanner.com/lawyer/2012/04/30/Current_Events/LISI.com_-_Practice_Pointers_on_the_Core_Concern_of_Blended_Family_Estate_Planning__Joint_or_Separate_Representation_bl4066.htm

 

http://lpaulhoodjr.com/2012/05/02/special-article-co-authored-with-emily-bouchard/

 

My blog. 

 

http://lpaulhoodjr.com

 

All News

 

Contact

If you have always wanted to ask me something, now is the time to go for it!
paulhood@acadiacom.net or paul@paulhoodservices.com

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