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Modern Basis Planning: Dude, Where’s My Basis?



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At least while we’re still enjoying “permanent” estate tax reform and a record level applicable exclusion amount, income tax issues have come to the fore of estate planning. In the 3rd installment of his "Out of the Hood" series, Paul Hood will deliver a 90-minute webinar presentation that, after a brief review of the basic basis rules, will review some critical situations where basis planning can be of significant help to surviving family members.

Here's just a few of the topics that Paul will cover in his content-packed webinar:

·       Swapping assets with grantor trusts.

·       Formula-driven upstream powers of appointment.

·       Planning with partnerships and LLCs

·       Planning with disregarded entities.

·       Valuation discount reduction or elimination

Do you know basis? If not, you’re going to get yourself in trouble, so don’t miss this webinar! Best of all it comes with sample clauses you can use when drafting!



There will be no CE for this webinar


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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 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. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation.  He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at 

paul@paulhoodservices.com



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