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DTSTART:20210426T160000Z
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LOCATION:Zoom
UID:1990020210426T160000ZDirection Memo: The Importance of a Letter of Instructions in Modern Estate Planning
DTSTAMP:20260510T203505Z
DESCRIPTION:\nDirection Memo: The Importance of a Letter of Instructions in Modern Estate Planning\n \nPresented by Paul Casperson\n \n \n \nA personal note detailing the testator’s wishes, hopes, messages to fiduciaries and heirs, is a key part of every estate plan.  Yet this document, which is really the financial plan for the estate plan, rarely gets put into place.  This discussion outlines an explicit definition of the purpose of a comprehensive letter of instructions, including the legal considerations of such documents.  In 2021, for most clients who don’t have a taxable estate, the value of the “modern” estate planner is to provide peace of mind and clarity in lieu of the tools to mitigate federal transfer taxes.  The aspiration of the presenter is the audience will be inspired to add the Direction Memo planning into their practices to provide their donors and clients more clarity in the estate planning process.   \n \nIs estate planning important?  It only involves everyone you love, and everything you’ve worked for your entire life! The objective in this session is to introduce an estate planning tool that galvanizes the financial and estate plans for a client, where advisors collaboration is paramount to meet their client’s objectives. \n \nThis presentation qualifies for 1 hour of CFP CE, and is self-reporting.\n ------\n\nMonday - April 26, 2021\n \n12:00 pm - 1:00 pm\n \nAdvance reservations are required\n \nPCEPC Members - FREE\n \nGuests - $15.00\n \nPlease register to be sent the link/code to join the Session.\n ------\n\nThank You to Our Sponsor!\n \n[](https://www.bankoftampa.com/trust/)\n ------\n\nPaul 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.\n \nCaspersen 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:Direction Memo: The Importance of a Letter of Instructions in Modern Estate Planning - Pinellas County Estate Planning Council, Inc. 
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