What Every Estate Planner Needs to Know
About Cryptoassets 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 downloadable video and audio recording, plus PDF handout materials. You get all of this and more for you and your office to use at the low price of $149. A PDF transcript is available as an add-on for an additional fee.
- Program Title: The Intersection of Estate Planning and Crypto
- Speaker: Matthew T. McClintock
- Duration: 82 Minutes
ABOUT THE SPEAKER
Matthew T. McClintock, J.D., is a founding partner of Evergreen Legacy Planning LLP. Based in Evergreen, Colorado—but with a nationwide portfolio of work—the practice focuses on designing and implementing solutions that address both the quantitative tax outcomes his clients are seeking as well as the qualitative, value-driven outcomes that are most important to them. He helps successful entrepreneurs and affluent families proactively and privately manage their affairs via protective, innovative, and tax-efficient structures. Matt has a special interest in helping clients plan for complex or unusual assets, as well as helping families preserve and protect wealth for future generations. While…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.