Planning for Cryptocurrency Investors: Estate Planning, Asset Protection and Investments

Strafford Webinar
Webinar, CLE Available
October 19, 2023
1:00 PM - 2:30 PM ET

Private Wealth Services attorneys Jaime Herren and Matt Kirk will lead a Strafford webinar providing in-depth insights on how estate planners and business attorneys should approach crypto assets. The IRS considers cryptocurrency personal property, meaning any crypto assets will be deemed part of an individual's estate for tax planning purposes. In addition, a sale or exchange of cryptocurrency can lead to capital gains or losses that must be reported on tax returns. Estate planning and tax advisers thus need to keep these factors in mind when documenting gifts, utilizing trusts and structuring transactions, and counsel must consider areas such as the rules governing the custody of digital assets and other complex tax regulations. During this session, Ms. Herren and Mr. Kirk will explain how cryto assets affect estate planning and investment management as well as offer strategies for effectively protecting and administering these assets.

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