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Event Date Thu Jul 29 EDT (11 months ago)
Location Webinar
Region Americas

Mainstream interest in cryptoasset markets exploded in 2021. 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.


2021 Speaker

Matthew T. McClintock
Partner, Evergreen Legacy Planning.