Blended Family Estate Planning Presentations
Presenters Emily Bouchard and Paul Hood specialize in Blended Family Estate Planning from the Head and the Heart
Their friendly, positive, and pragmatic approach combined with their shared wealth of knowledge, make their presentations on estate planning provocative, fun and motivating
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Along with being a speaker, Emily Bouchard is a Family, Wealth, and Money Coach, and has an Undergraduate B.A. in Child Development from the University of Pennsylvania 1984-1988; a Masters in Social Work from the University of Texas at Arlington; 1992-1994, and is a Certified Money Coach from the Money Coaching Institute, 2008
Paul Hood is a Consultant, Speaker and Author; Adjunct Professor, Estate & Gift Tax, University of New Orleans; Adjunct Professor, Estate Planning, Northeastern University. He earned his B.S. in Business Administration (Accounting) from Louisiana State University 1978-1982; his J.D. from Louisiana State University Law School 1983-1986; and also has an LL.M. in Taxation from Georgetown University Law Center 1987-1988.
Most Recent Speaking Engagements:
Blended Family Estate Planning; Ultimate Estate Planner Webinar, Series of Three Courses, May 2012
Session 1: Sorting Through the Key Issues of the Initial Consultation & Successfully Engaging the Married Couple with a Blended Family
Session 2: Lifetime Estate Planning for Blended Families
Session 3: Testamentary Estate Planning and Administration for the Blended Family
Lifetime Estate Planning Issues and Challenges for Blended Families and Their Advisors ; Purposeful Planning Collaboration Webinar; October 14, 2011
Other Clients include:
Wells Fargo Private Bank
Morgan Stanley Smith Barney
Southern California Grantmakers Conference
HighTower/Lyon Wealth Management
BVResources
National Association of Certified Valuation Analysts/Institute of Business Appraisers Annual Convention
Testimonial:
“Emily Bouchard and Paul Hood’s presentation on Lifetime Estate Planning Issues and Challenges for Blended Families and Their Advisors was a dynamic example of The Power of Collaboration. As a coach specializing in wealth psychology and an attorney, Emily and Paul each bring a unique perspective to the challenges blended families face in estate planning. Utilizing a powerful case study drawn from their deep experience with this topic, they explored how we can develop an estate plan that honors the family’s unique dynamics and provides a framework for greater harmony and peace of mind for the family members.” John A. Warnick, founder Purposeful Planning Institute
Unique Presentations can be tailored for General Public and Advisors, such as:
Yours, Mine, & Ours – Navigating the Complexities of Blended Family Estate Planning –
The odds are against people who go into blended family commitments – they need a sound, practical basis for hope and unity to beat the odds. According to census data, this is the biggest segment of families today; given the myriad of issues to address in terms of unique blended family dynamics AND the fact that 70% of estate plans fail – it is essential to address the human side of estate planning for blended and step families.
Couples in Blended Family situations learn how to negotiate major obstacles, including:
Determine whether to choose joint or separate representation
Communicate effectively when goals are in conflict
Understand why estate plans fail and what to do about it
Advisors who work with blended families learn how to work more effectively with clients when:
Determining whether to choose joint or separate representation
Conflicting goals arise for the couple
Mitigating the underlying reasons why estate plans for blended families fail
Benefits for participants from the General Public Include:
Learn how to line up their estate planning goals with their values
Improve listening and relating around heated and important issues
Accelerate their capacity to work with each other and their advisors
Benefits for Advisors:
Learn how to support their clients in lining up their estate planning goals with their values
Improve listening and relating with their clients, especially around heated and important issues
Accelerate capacity to work effectively with their clients and their other advisors
Demystifying the Dreaded PreNup – How to Use Your PreNup to Strengthen your Bond and Design Your Future
During the most exciting and anticipated part of a newly engaged couple’s planning for their future, the pre-nup conversation looms between them, with fear, dread, and pain anticipated as a result of merely bringing it up.
Most people who know they should have a pre-nup avoid the topic because they don’t know how to bring it up without causing hurt and conflict.
Pre-nups have a larger percentage of challenges than contracts in general due to the emotions involved and what is implied by having one in the first place.
Those courageous enough to attend this presentation will be relieved when they:
- Find out how to talk about pre-Nups in ways that clarify what matters most to each other.
- Realize that talking about and crafting their pre-nup can be a pro-active, positive and powerful way to begin their union when done right.
- Acquire sound, practical knowledge about the ins and outs of pre-nups
- Discover how to address key aspects of pre and post nuptial agreements together before meeting with your attorneys.
- Learn how to be empowered and not in reaction during emotionally loaded conversations such as this one.
- Learn when a Pre-Nup is called for and why.
- Learn how to avoid post-relationship challenges to pre-nups.
Couples who participate will:
Experience greater ease of communication that leads to deeper connection and intimacy.
Have a pre nup process that is efficient, expedient, and, yes, even enjoyable.
Save money, time, and heartache as they design and complete their pre nuptial agreement.
The Gift of Giving — How Blended Families Can Use Philanthropy and Strategic Giving to Bring Their Family Closer Together
Most blended families are not blended at all, but are more like two separate family units having to navigate life together, usually despite the partners’ desires.
Children in stepfamilies can resist trusting and relating to their step parents and step siblings, leading to power struggles and conflict.
Most couples in blended families are unaware of how to strategically, successfully bring their two households and families together as a cohesive whole.
Couples with stepchildren are in need of an effective approach to bring together their family members in a way that is unifying and family-affirming.
Participants will:
Gain insight about how planned giving brings family members together.
Become inspired to make philanthropy part of their blended family life experience.
Learn specific legal options related to strategic lifetime giving and family-centered philanthropy.
See how to take simple actions to bring blended family members together in meaningful ways.
As a result of attending this presentation, attendees will have:
Greater harmony and connection in their homes and hearts.
More enjoyment of family members with clear reasons to be together.
More meaning and purpose in family conversations and experiences.
Deeper understanding about all their family members and what matters to the family as a whole, and as individuals
Other Presentation Titles:
Stepmonster Strategies: Addressing the Conflict of Interests between Step-Parents and Step-Children
Family Dynamics and Money Types
Blended Family Dynamics & Estate Planning
Conquering Conflict in Blended Families
NOTE: Presentations can be tailored to meet your organization’s particular needs.
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