The intersection of estate planning and crypto 2021 | STEP – Advising Families Across Generations | 29 July 2021 | Webinar
Venue
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| Event Date | Thu Jul 29 EDT (over 3 years ago) |
| Location | Webinar |
| Region | Americas |
Details
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.
Speakers
2021 Speaker
Matthew T. McClintock
Partner, Evergreen Legacy Planning.