It’s Not Ozzie and Harriet: Estate Planning for Modern Families

For Professional Advisors

Tax attorney L. Paul Hood will share his personal and professional knowledge on estate planning for blended families. Presented in partnership with the Valley Community Foundation, The Community Foundation of Greater New Haven and the Jewish Foundation of Greater New Haven.

Your clients spend their lives caring and providing for their children. However, many of them lack the foresight to create a plan that will ensure their children are supported even after they are gone. It is even more demanding and grueling for stepchildren and members of blended families to sort through these estates.

As a member of a blended family himself, tax attorney Paul Hood will share his personal and professional knowledge on estate planning for blended families.

In this 60-minute virtual program, Hood addresses selected topics important for advising today’s complex modern family, including:

Preparing for Initial Meeting
Conflicts of Interest and Ethical Issues
Funeral Planning and Related Issues
Powers of Attorney and Living Wills
Health Care Powers of Attorney and Living Wills Issues
Marriage Contracts
Family Business Issues
QTIPs, Unitrusts and Annuity Trusts
Joint Tenancies and Severing Joint Tenancies
Gift Splitting
Federal Estate Tax Apportionment
Tangible Personal Property Issues

Register Now

Questions? Please email Carmen Burgos.