Direction Memo: The Importance of Letters of Instructions
Date: Tuesday, March 9, 2021
Time: 12:00pm - 1:00pm
Location: Zoom
Speaker: Paul Caspersen
Paul is Assistant Vice President for Gift Planning at the University of Florida. He is author of the financial planning book entitle, "Direction Memo: How to Write a Letter of Instructions for your Estate Plan". He serves on the board of director of the National Association of Estate Planners & Councils.
