The intersection of estate planning and crypto. 29 July 2021
Host group
Host Left
Hosted by
STEP Colorado
Event Type
Web Event
Date
Mainstream interest in cryptoasset markets exploded in 2021. Many questions remain regarding estate planning and trust administration when cryptoassets are involved. In this presentation we will visit the intersection of estate planning and crypto, with focus on estate planning strategies that address the tax treatment of crypto, advanced planning strategies and considerations when a client holds crypto, trust and entity funding challenges, and trust administration issues to be addressed for the client who holds - or who someday may hold - crypto in their estate.
Speaker:
- Matthew T. McClintock, Partner, Evergreen Legacy Planning.
This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.
Cost group
Event Cost
Free to attend
Schedule
16:00 - 17:15 US Mountain Daylight Time
Contact
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2021-07-29 00:00:00
2021-07-29 00:00:00
The intersection of estate planning and crypto. 29 July 2021
Mainstream interest in cryptoasset markets exploded in 2021. Many questions remain regarding estate planning and trust administration when cryptoassets are involved. In this presentation we will visit the intersection of estate planning and crypto, with focus on estate planning strategies that address the tax treatment of crypto, advanced planning strategies and considerations when a client holds crypto, trust and entity funding challenges, and trust administration issues to be addressed for the client who holds - or who someday may hold - crypto in their estate.
Speaker:
Matthew T. McClintock, Partner, Evergreen Legacy Planning.
This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.
STEP Colorado
STEP Colorado
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