SECURE ACT Planning using Testamentary Charitable Remainder Trusts: From Concept to Completion
About the Speaker:
Paul M. Caspersen, Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, brings complex financial thinking to the charitable planning field. As a CERTIFIED FINANCIAL PLANNER™, Paul has 24 years of financial, estate, and charitable planning experience. Paul and his office have been tasked with an overall combined Gift Planning goal over $150 Million annually in deferred, real estate, and other complex gifts. He is a key member of the Senior Management Team that is directing UF’s $3 Billion Dollar Campaign. Caspersen is also Principal of Planned Giving Interactive, a charitable planning software platform. In 2011 Caspersen published the book Direction Memo: How to Write a Letter of Instructions for Your Estate Plan, and is regularly published in peer reviewed journals. He graduated with Honors from the College for Financial Planning, in Denver, CO with a Masters in Financial Planning and undergraduate from the University of Northern Iowa.