Continuing Education Seminar for Attorneys, CPAs, and Financial Advisors
Friday, August 22, 2025
8:00 a.m. - noon
L’auberge Casino Resort Lake Charles
The Future of estate and charitable planning: Secure act, charitable strategies, and artificial intelligence
SECURE ACT
AI in Estate Planning
Recent Cases of Charitable Gifts of Complex Assets
by Paul Caspersen, CFP, MS, AEP
We’re excited to welcome Paul Caspersen, a national thought leader in complex charitable planning and the responsible use of AI in estate planning and planned giving. Our fan-favorite CEU speaker, Bryan Clontz, highly recommends him. Paul serves on multiple nonprofit and professional advisory boards and founded Planned Giving Interactive (PGI), an affiliate of Charitable Solutions, LLC. His work helps advisors and nonprofits alike navigate evolving tax laws and unlock high-impact charitable strategies.
Approved for 3.5 hours of CLE (Attorneys)
Approved for 1 hour of Ethics (Attorneys)
Approved for 4 hours of Continuing Education (Certified Financial Planners)
Approved for 3.5 hours of Tax Law CLE credit
Other specialization credits pending.
