Blended Family Estate Planning

Date: Thursday, November 8, 2012
Time: 11:30 AM - 1:30 PM
Location: Jacob's Fine Dining
Speaker: Paul Hood, JD LLM

 Our lunch meeting will be held on November 8th.

Blended Family Estate Planning: the Intersection of the Head and the Heart
Selected Issues in
Blended Family Estate Planning

Bio: Paul Hood is a nationally recognized speaker on estate tax issues.  He is presently the Director of Gift Planning at The University of Montana 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 commentator on estate planning issues. He is widely quoted and his articles have been published in journals such as: CCH Journal of Practical Estate Planning, Estate Planning, Leimberg Services, and Digest of Federal Tax Articles.


 He is now teaching a course on estate planning for the online masters in taxation program for Northeastern University. 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.

Please RSVP by Tuesday Nov 6th.  

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