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

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

Recording of a 90-minute CLE webinar with Q&A


Conducted on Tuesday, March 19, 2019

Recorded event now available

or call 1-800-926-7926
Program Materials

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.

Description

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.

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Outline

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

Benefits

The panel will review these and other relevant questions:

  • What is blockchain?
  • 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

Faculty

Eskin, Vicki
Vicki Levy Eskin

Atty
Levy & Associates

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

Madaan, Aastha
Aastha Madaan

Founder
Concierge Wills and Trusts

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
Wealth Advisor
J.P. Morgan

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

Other Formats
— Anytime, Anywhere

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:

CLE On-Demand Video

$297

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