Loading…
Back To Schedule
Thursday, September 23 • 9:00am - 9:55am
Estate Planning and Crypto

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Tweet Share
Video Stream


Abstract
This panel presentation will discuss the process and unique considerations in developing an estate plan for clients who own digital assets.

Objectives
Learn how to modify your existing estate planning techniques for clients who own digital assets.

Outline
I. Speaker Introduction 10:00
II. Benefits of estate planning 05:00
III. Additional benefits from advanced trust planning 05:00
IV. Potential issues with self-sovereign assets 05:00
V. Trust and estate planning for digital assets 05:00
VI. Tax considerations 05:00
VII. Situs considerations 05:00
VIII. Regulatory considerations 05:00
IX. Questions/Conclusions 05:00

Speakers
avatar for Elise McGee

Elise McGee

Partner, McDermott Will & Emery
I advise high-net-worth individuals and business owners on all aspects of wealth-transfer planning, including estate and trust administration, leveraged wealth-transfer techniques, tax matters, real estate transactions and closely held business matters.I have extensive experience... Read More →
avatar for James Cundiff

James Cundiff

Attorney, McDermott Will & Emery
avatar for Joel Revill

Joel Revill

CEO, Two Ocean Trust
Joel has 28 years of experience in the financial services industry. He began his career in 1992 joining J.P. Morgan’s Investment Banking Program and spent the next twelve years based in New York, Tokyo and San Francisco assisting corporate clients with mergers, acquisitions and... Read More →
avatar for Albert Forkner

Albert Forkner

State Banking Commissioner, Wyoming Division of Banking
Albert Forkner was appointed to head the Wyoming Division of Banking as State Banking Commissioner in 2012. In this role, Forkner is responsible for the supervision and regulation of all state-chartered banks, independent trust companies, licensed non-depository financial entities... Read More →
avatar for Matthew T. McClintock

Matthew T. McClintock

Co-Founder, Evergreen Legacy Planning, LLP
Matt McClintock lives in Evergreen, Colorado, and focuses on the areas of estate planning, long-term trust design & implementation, planning for cryptocurrencies and other digital assets, business startup and transition, and domestic and international asset protection. Matt has a... Read More →

Thursday September 23, 2021 9:00am - 9:55am MDT
UWCC Salon B
  FinCon