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DTSTART:20220120T173000Z
DTEND:20220120T190000Z
LOCATION:Minnehaha Country Club & Webinar
UID:2191220220120T173000ZSECURE ACT Planning using Testamentary Charitable Remainder Trusts: From Concept to Completion
DTSTAMP:20260423T140739Z
DESCRIPTION:\nRegistration for in-person attendance will close at 5 pm on Friday, January 14th.   \n \n \nAbout the Speaker:\n \nPaul 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.\n
SUMMARY:SECURE ACT Planning using Testamentary Charitable Remainder Trusts: From Concept to Completion - Sioux Falls Estate Planning Council 
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DESCRIPTION:Reminder
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