Estate Planning for Regulated Assets: Cryptocurrency, Digital and Other Unusual Assets

Fiduciary Responsibilities, Plan Considerations and Administration of Trusts Holding Regulated Assets

A live 90-minute CLE webinar with interactive Q&A

Tuesday, March 19, 2019

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, February 22, 2019

or call 1-800-926-7926

This CLE webinar will guide estate planning counsel and advisers on challenges relating to the planning and administration of unique assets, specifically cryptocurrency and digital information. The panel will provide an analysis of the fiduciary responsibilities, legal obstacles, key plan considerations and effective administration of unusual assets.


Cryptocurrency and similar assets lie in a gray area of the law, and estate planners must consider the ways these assets can successfully be bequeathed.

Other digital assets include personal, business and financial internet and computer files, including but not limited to all types of online accounts and virtually stored documents, music, photos, and other data. These assets raise new challenges for estate planners, who must understand and address these assets in any comprehensive estate and succession plan.

Developing an approach for identifying, transferring and managing these assets after death must be considered and addressed in even the most routine estate planning process. The Model Rules mandate competency, and estate planners must become competent so they can provide solutions to 21st century assets and problems.

Listen as our authoritative panel examines the estate planning issues particular to cryptocurrency and other highly regulated assets and best practices for incorporating such assets into a comprehensive estate and succession plan.



  1. Estate planning issues particular to cryptocurrency and other digital assets
  2. Methods of incorporating cryptocurrency into an estate plan
  3. Regulatory challenges and fiduciary responsibilities in handling digital assets
  4. Other unusual and regulated assets
  5. Best practices to ensure effective administration of highly regulated assets


The panel will review these and other relevant questions:

  • Addressing estate planning issues for cryptocurrency and other digital assets
  • Applicable federal and state law considerations
  • Methods in incorporating cryptocurrency and other digital assets into a comprehensive estate and succession plan
  • Regulatory challenges for other unusual and highly regulated assets
  • Best practices and key considerations to ensure effective administration


Eskin, Vicki
Vicki Levy Eskin

Levy & Associates

Ms. Eskin practices primarily in the areas of wills, trusts and estates, probate and trust administration,...  |  Read More

Madaan, Aastha
Aastha Madaan

Owner & Founder
Madaan Law

Ms. Madaan focuses her practice in the areas of business law, franchise law, and estate planning. She is a strong...  |  Read More

Siegle, Christopher
Christopher P. Siegle
Executive Director
JPMorgan Chase Bank

Mr. Siegle, Executive Director, joined JPMorgan in 2010 after practicing trust and estates, employee benefits, and...  |  Read More

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Strafford will process CLE credit for one person on each recording. All formats include program handouts. To find out which recorded format will provide the best CLE option, select your state:

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48 hours after event



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