OMRF Estate Planning Seminar

Oklahoma City – 1-5 p.m., Oct.28
Tulsa – 8 a.m.-12 p.m., Oct. 29

$125 | Four hours of CLE

Tax authority Paul Hood is known for his innate ability to see through complexity and explain difficult subjects with insightful and biting humor. Join this CLE in OKC or Tulsa for an in-depth look at four topics essential for delivering up-to-date advice and planning expertise to your clients.

Topics include:

• From the School of Hard Knocks: Thoughts About The Initial Client Interview
• Human Side of Estate Planning: Psychology of Estate Planning
• At the Intersection of Estate Planning & Philanthropy: Considerations and Suggested / Safe Practices for Professional Relationships Between a
  Philanthropic Professional and a Professional Advisor
• Charitable Planning in 2025 and Beyond – Including the Charitable LLC

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Paul is an author, speaker and consultant on tax, estate and charitable planning. A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul also spent almost six years running the planned giving operations for two higher-ed state institution foundations.

Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Paul has authored or co-authored nine books and over 200 professional articles on estate, charitable and tax planning and business valuation. Paul’s ninth book, Yours, Mine & Ours: Estate Planning for People in Blended or Step Families, is now out. His website is www.paulhoodservices.com.

A “recovering tax lawyer,” Paul Hood’s often quoted in publications that include Forbes magazine, USA TODAY, and The Wall Street Journal, and he’s been a frequent contributor to Leimberg Information Services, Inc. Since its inception, Paul is a highly sought-after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language with his insightful and biting sense of humor, and he minces no words in doing so. Along the way, Paul’s been a father, husband, uncle, Godfather, lawyer, coach, mentor, trustee, member, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror, respondent, and a defendant, and he uses his experience in these myriad roles to guide others.