Crypto-Assets 101 for estate planning and estate administration - How to help your clients avoid a “Boating Accident”. 13 September 2023

STEP NSW Branch invites you to a seminar with Kimberley Martin TEP of WMM Law.

Topic: Crypto-Assets 101 for Estate Planning and Estate Administration - How to help your clients avoid a “Boating Accident”

It is estimated that 1 in 4 Australian adults currently own at least one form of crypto-asset. Despite fluctuations in the crypto market, it is not a “fad” or something that is going to disappear. Practitioners, particularly those whose practice specialises in (or even touches on) wills and estates, must now become ‘digital estate advisors’, using updated techniques, and organisational practices and tools, to deal with a digitally savvy client. Without proper planning, a “boating accident” may occur.

In this seminar, we will cover:

• common crypto-asset terminology;
• jurisdictional issues that practitioners must consider;
• the importance of a legal plan and an access plan, and why powers and directions about crypto-assets in estate planning documents are vital;
• tips when taking instructions from clients who own crypto-assets;
• tips for drafting documents for clients who own crypto-assets; and
• tips for administering estates where the deceased owned crypto-assets.
• For those who are confused … a “boating accident” is crypto-asset jargon for when a person loses their crypto-assets unintentionally.

This is an online-only event.

For further information or assistance, please contact [email protected]

Please note: The link to join the live stream will be sent to each ticket holder via email two hours before this event through the Eventbrite system.

Important reminder: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

Speaker | WMM Law

Kimberley Martin TEP, Director

Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP is a Director at WMM Law in Hobart, Tasmania. Kimberley’s range of expertise includes estate planning, tax, business succession, trusts and superannuation law, with a particular emphasis on complex needs, and high-net-worth estate planning.

Kimberley has completed her LLM (Master) in Wills and Estates through the College of Law. She is currently Chair of the Tasmanian Elder Law & Succession Committee, a member of the STEP Digital Asset Special Interest Group Steering Committee, is the STEP Victoria Branch Secretary and is a member of the STEP Australia Newsletter Sub-Committee.

Kimberley has a strong voice representing the legal profession at a state, national and international level through her involvement on committees, her published work, her professional presentations and media exposure. She has been interviewed on the ABC 7:30 program, in the Age and in the Sydney Morning Herald, and has had her work published in several international journals, including in the Global STEP Journal and the American Bar Association Magazine.

Kimberley is also a Director of the Board of Montagu Community Living, a not-for-profit organisation that provides quality services and support to children, young people and adults with disabilities.