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Author Archives: Paul Caspersen
Review of the “Is this the Golden Age of CLATs?” Article
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4 Things Fundraisers Need to Know about the SECURE ActFeb 12, 2020
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QTIP: Just Another Acronym or the Most Powerful Charitable Planned Giving Solution of the Future?
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ESOP + CRT= BLISS: A Great Exit Strategy for Business Owners with a Philanthropic Twist
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The “Charitable Now” CRT
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Top 4 "Takeaways" from the Heckerling (Planned Giving Perspective)
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A Tale of Two Studies: Professional Advisors Perspectives on Charitable Planning
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What is an Advance Investment Philosophyâ„¢?
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Why Owners of Donor-Advised Funds Should Draft a Letter of Instructions
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