Important Drafting Considerations
Every Estate Planner Should Know
for Clients with Blended Families

Blended families - - families with kids from prior marriages - - are more and more common, which means that counseling clients on the best planning strategies for their families is more important than ever.

In particular, there are a number of important estate plan drafting considerations that estate planning attorneys need to know!

This is why we’ve brought in one of the nation’s experts on estate planning for blended families, Mr. L. Paul Hood, Jr., J.D., LL.M.,  for a special presentation entitled, “Important Estate Planning Drafting Considerations for Blended Families”

During this 90-minute presentation, Paul will cover:

  • The ethical issues attorneys need to consider when taking on blended family clients, as well as a look at some stark statistics
  • A review of a two-part engagement letter that Paul has specifically designed for use with blended family clients (including a modifiable version for you to use right away in your practice!)
  • Important estate plan drafting issues, including an analysis of actual clauses, for the following topics:
    • Testamentary QTIPs, Unitrusts and Annuity Trusts
    • Flexibility provisions
    • QTIP Information Rights
    • QTIP Trusts and Spendthrift Clauses
    • Portability
    • Allocations of Assets within the client’s estate or trust
    • Estate Equalization in blended families in the world of portability
  • Selected financial or property power of attorney drafting issues, including a review of specific clauses in POA documents, for the following topics:
    • Limitations on the agent’s authority
    • Limiting giving away precious family heirlooms
    • Limiting changes to beneficiary designations (including IRAs and retirement plans)
    • Automatic termination upon separation of divorce
    • Limit the exercise of powers of appointment
    • Requiring periodic accountings by the agent
    • Affirmatively and broadly restrict self-dealing
  • And much more!

If you’re an estate planning attorney with any clients with blended families (stepchildren, stepparents, half-siblings, etc.), then you will definitely want to tune into this presentation to learn the most important blended family drafting considerations!

Your purchase includes an instantly downloadable Video & Audio Recording, PDF Handouts & Modifiable Engagement Letter. You get all of this and more for your office for just $149. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: Important Estate Planning Drafting Considerations for Blended Families
  • Speaker:
  • Duration: 90 minutes


Includes: Downloadable Video & Audio Recording, PDF Handouts & Modifiable Engagement Letter.

Duration: 90 minutes.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



L. Paul Hood. Jr.

J.D., LL.M.
L. Paul Hood. Jr.

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 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 500 professional articles on estate, charitable…


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.