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Trust and Estate Planning, Administration, and Litigation With Digital Assets

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Tuesday, February 4, 2025

1:00pm-2:30pm EST, 10:00am-11:30am PST

Early Registration Discount Deadline, Friday, January 10, 2025

or call 1-800-926-7926
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This CLE webinar will guide estate planning counsel and advisers on challenges relating to the trust and estate planning, administration, and litigation of digital assets. The panel will discuss federal and state regulatory problems for digital assets and provide an analysis of the fiduciary responsibilities, legal obstacles and litigation, key planning considerations, and effective administration of digital assets.

Description

The IRS considers digital assets to be personal property. These assets have value and will become assets of an individual's estate forcing estate planning counsel and advisers to consider a variety of factors in drafting estate documents to transfer these types of assets and minimize potential administrative and litigation issues.

Holders of digital assets risk losing their assets upon death unless they take proactive steps to ensure that these assets pass to their heirs or beneficiaries. Unique planning factors apply to digital assets that counsel and advisers must consider such as the rules regarding the custody, security, and accessibility of digital assets, a variety of planning techniques and when to use them, along with complex tax regulations. Estate planning counsel and advisers must become knowledgeable in how these rules impact estate plans and the available transaction structures to ensure efficient administration of the estate and avoid litigation relating to such assets.

Listen as our panel discusses the impact of digital assets on estate planning, federal and state regulatory problems for digital assets, fiduciary responsibilities, legal obstacles, and effective administration of digital assets.

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Outline

  1. Recent developments on digital assets and impact on estate planning
  2. Custody and accessibility of digital assets
  3. Key estate planning considerations for digital assets
  4. Potential administrative pitfalls and litigation challenges to consider
  5. Best practices for counsel and advisers

Benefits

The panel will review these and other key issues:

  • Recent developments on digital assets impacting estate planning
  • Accessibility and accounting for digital assets in an estate plan
  • Estate planning considerations for digital assets
  • Administrative pitfalls to avoid and minimizing litigation
  • Key points of emphasis for counsel and advisers

Faculty

DiMichael, Mark
Mark DiMichael
Partner, Digital Asset Practice Leader
Citrin Cooperman

Mr. DiMichael is a partner in the forensic, litigation, and valuation services department. He is also the co-founder...  |  Read More

Stone, Laura
Laura Stone
Partner
Citrin Cooperman

Ms. Stone brings over 15 years of experience to Citrin Cooperman’s Woodland Hills, CA office, specializing...  |  Read More

Attend on February 4

Early Discount (through 01/10/25)

Cannot Attend February 4?

Early Discount (through 01/10/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video