For More Information, Contact:
Abbey Riley
AFP NWO
419-764-4387
Kirk Ross began his career as an estate planning attorney. But for the last decade, he has applied that background as a planned giving expert in higher education. He has a law degree from Northwestern University, and he is an active member of the bar in Ohio and Florida. He also teaches estate planning at The University of Toledo College of Law. He is a member of the National Association of Charitable Gift Planners, the Toledo Estate Planning Council, the Society of Financial Service Professionals, and the Association of Fund-Raising Professionals.
L. Paul Hood, Jr., JD, LL.M., CFRE, FCEP
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. Paul has authored or co-authored eight books and over 500 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 StepFamilies, is tentatively due out in February 2022. His website is www.paulhoodservices.com.
A “recovering tax lawyer” and frequent contributor to Leimberg Information Services 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, 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. paul@paulhoodservices.com
Paul is an author, speaker and consultant on tax, estate and charitable planning. He also is a Vice-President with Thompson & Associates, a charitable estate planning firm.
In this timely presentation, join Kirk Ross, JD, Senior Director of Planned Giving, The University of Toledo Foundation, and L. Paul Hood, Jr., JD, LL.M., CFRE, FCEP, a long-time author/speaker and consultant on estate, income, and charitable tax planning for a deep dive into DAFs to get to the truth about DAFs. During the presentation, Kirk and Paul will discuss the following:
A detailed introduction to DAFs, including the history of DAFs and how DAFs have evolved over time, their tax consequences under current law and under proposed pending legislation, their advantages, and disadvantages, and how DAFs compare against other charitable techniques, etc. When DAFs should be considered, and when DAFs are best avoided. Bold predictions about what the future holds for DAFs at the federal level.