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Crypto Estates: Protecting Your Digital Legacy
June 24, 2025 @ 2:00 pm – 3:00 pm EDT
You’ve worked hard to generate and preserve your wealth. If some of your wealth is held in cryptocurrencies or digital assets and you value privacy and tax efficiency, you might consider taking steps to update your estate planning documents. Don’t have an estate plan? The government has one for you. If you fail to work through an estate plan during your lifetime, a judge could decide on your behalf how your estate is passed on to beneficiaries, even if it’s not what you would’ve intended. Time may also be running out to take advantage of a historically large estate tax exemption that is scheduled to be cut in half at the end of 2025. However, cryptocurrency and digital assets now have some friendlier policymakers in Washington, D.C. Under the new administration, we may see wider adoption of cryptocurrencies as a result of agencies such as the SEC switching their tone, leading to potentially preferential tax policy in the future. Join us for this informative webinar as we explore strategies to consider to help protect wealth in the long term.
Learning Objectives
Upon completion of this program, participants will be able to:
- Recognize the importance of a custodial strategy and think through the considerations.
- Identify tax strategies that can protect wealth in the long term.
- Discuss the importance of privacy and legacy in estate planning.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during live broadcast.
