INSTANT DOWNLOAD: “The Intersection of Estate Planning and Crypto”

What Every Estate Planner Needs to KnowAbout Crypto Assets and How to Properly Advise Your Clients!

Mainstream interest in cryptoasset markets exploded in 2021. Bitcoin and many other cryptoassets increased more than tenfold over the past 12 months, and non-fungible tokens (NFTs) went from little-known niche to a regular topic in social media and on the nightly news. The headlines and national attention to cryptoassets attracted billions of dollars of new investment, led heavily by traditional investors looking for outsized returns.

Many questions remain regarding estate planning and trust administration when cryptoassets are involved. In this presentation, we will visit the intersection of estate planning and crypto, with focus on estate planning strategies that address the tax treatment of crypto, advanced planning strategies and considerations when a client holds crypto, trust and entity funding challenges, and trust administration issues to be addressed for the client who holds — or who someday may hold — crypto in their estate.

This is why we have brought in the expert in this field, attorney Matthew T. McClintock, J.D. to present on this very unique topic with his presentation entitled, “The Intersection of Estate Planning and Crypto”.

On this special 82-minute presentation, Matthew will go over in detail exactly what you need to know:

• The practical fragility of digital wealth (and what to do about it)!
• The special tax issues related to crypto-assets (including what is unknown)!
• A look at the pending tax legislation and how it impacts cryptocurrency planning.
• Tailoring your planning focus on the clients’ needs.
• Unique trust design considerations for cryptoassets, including use of Completed Gift Trusts, Irrevocable Non-Grantor Trusts, and Charitable Trusts.
• And much more!

Your purchase includes an instantly accessible video and audio recording, plus PDF handout materials. A PDF transcript is available as an add-on for an additional fee.