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Event Date Wed Mar 11 EDT (almost 2 years ago)
Region All

As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology, probate lawyers and estate planners have begun to recognize that traditional estate planning is inadequate to address client needs. Practitioners need to understand how blockchain technology works to effectively and confidently communicate with their technologically advanced clients. This topic will provide estate planners, accountants, business owners, and more with a basic understanding of what cryptocurrency is, how investors acquire and transfer these digital assets, and how current and pending laws and regulations impact transactions and taxation. This information will also help planners assist their clients understand current and future trends for the development and regulation of cryptocurrency and is critical for holders of cryptocurrency to effectively plan and manage their estate assets.

Learning Objectives:

• You will be able to define cryptocurrency and blockchain technology.
• You will be able to discuss fiduciary access to digital assets.
• You will be able to explain current laws and regulations involving cryptocurrency.
• You will be able to recognize trends and predictions in the cryptocurrency space.


2020 Speakers


Vicki Levy Eskin
Owner and Attorney, Levy & Associates, PA