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Thirty-two Core BeliefsThirty-two Core Beliefs

Holistic ways for practitioners to achieve a good estate-planning result.

L. Paul Hood Jr., Director, Planned Giving

April 20, 2017

29 Min Read
Hoodmay17

At age 36, I was a cocksure lawyer who was confident that he’d seen it all and had all of the answers in estate planning. When challenged by an elderly client to start with my very best advice—the advice that I’d give on my deathbed—I had no immediate answer and realized that I’d never articulated my own estate-planning beliefs and philosophies, which, to me, was a glaring personal omission. I immediately took to remedying that situation by creating a one-page list of my beliefs and philosophies on estate planning. I’ve tweaked those beliefs over the last 20 years, but, by and large, they’ve stood the test of time. Having been out of full-time law practice since 2005, I continue to think and to write about the list. These are in no parti...

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About the Author

L. Paul Hood Jr.

Director, Planned Giving, The University of Toledo Foundation

L. Paul Hood Jr. is the director of planned giving at The University of Toledo Foundation in Toledo, Ohio.

 

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