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
This CLE course 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.
Outline
- Background on Blockchain and cryptocurrency
- Estate planning issues particular to cryptocurrency and other digital assets
- Methods of incorporating cryptocurrency into an estate plan
- Regulatory challenges and fiduciary responsibilities in handling digital assets
- Other unusual and regulated assets
- 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
Vicki Levy Eskin
Atty
Levy & Associates
Ms. Eskin practices primarily in the areas of wills, trusts and estates, probate and trust administration,... | Read More
Ms. Eskin practices primarily in the areas of wills, trusts and estates, probate and trust administration, guardianship, and real property. She serves as ABA Advisor to the Uniform Law Commission Committee for Fiduciary Access to Digital Assets and on the Florida RPPTL Digital Assets/Digital Information Ad Hoc Committee.
Close
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
Ms. Madaan focuses her practice in the areas of business law, franchise law, and estate planning. She is a strong advocate of good planning, in life and in business. Ms. Madaan often writes and speaks on the topic of cultural competency in the practice of law. She is an advocate for access to legal services and volunteers her time on boards to create better access through legal insurance and innovation. Ms. Madaan also writes on topics like legaltech and having an eco-friendly law practice. She takes the time to explain the legal process and answer any questions for potential clients.
Close
Christopher P. Siegle
Wealth Advisor
J.P. Morgan Private Bank
Mr. Siegle, Managing Director, joined JPMorgan in 2010 after practicing trust and estates law in Arizona for over 13... | Read More
Mr. Siegle, Managing Director, joined JPMorgan in 2010 after practicing trust and estates law in Arizona for over 13 years. He is a member in the State Bar of Arizona and a Fellow in ACTEC. Mr. Siegle teaches at Villanova School of Law and Loyola Law School. He speaks and writes nationally on advanced estate, gift, GST and income tax topics. Mr. Siegle is a retired Captain in the US Navy.
Close