paulhoodservices.com
paulhoodservices.com

My Current Project

Buy-Sell Agreements, which Self-Counsel Press is publishing in late April of 2012.

News

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.

 

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

 

 

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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