SIG SPOTLIGHT 2017: Disruption and Deliverance: Digital Assets in Estate Planning and Administration, 30 November 2017

Hosted by
STEP Digital Assets Special Interest Group
Event type
The Montcalm London Marble Arch
2 Wallenberg Place
United Kingdom
30 November 2017
13.15 Arrival and registration, 13.15-14.00 Networking lunch, 14.00-17.45 Presentations and Panel Discussion

2017 Special Interest Spotlight Session - Afternoon Option 1, presented by the Digital Assets SIG

This conference forms part of a day of special interest sessions comprising seven options. There will be a breakfast, three morning sessions and three afternoon sessions for you to choose from. Both STEP members and non-members are welcome!

Choose a breakfast, a morning or an afternoon session - or stay the whole day and receive 15% off your total booking and free attendance to a networking lunch! View all session options

Disruption and Deliverance: Digital Assets in Estate Planning and Administration

Event Focus

In this afternoon session, the newest of STEP’s Special Interest Groups (SIGs), the Digital Assets SIG, will establish why this area is an emerging area of concern for practitioners in their practice of effectively assisting clients and their fiduciaries in planning for and administering the assets of individuals after the individual dies or loses capacity.

Topics include:

  • An introduction to digital assets
  • Digital assets: International perspective
  • Electronic signatures: theory and practice
  • Security and privacy issues – best-practice and resources
  • An introduction to cryptocurrencies and their taxation

Why attend?

An international panel of speakers will provide delegates with a robust introduction to digital assets, what they are and why they are important, as well as an update on the status of the law in an international context. Practitioners will be informed of issues of security and privacy and of best-practice in this area with regards to their clients, and educated on the growing importance of electronic signatures, as well as an introduction to cryptocurrencies, their taxation and their categorisation as a new asset class.


  • Mary Ambrose TEP, Private Client Senior Editor - Practical Law, Thomson Reuters
  • Kathleen Cunningham TEP, Executive Director, British Columbia Law Institute and Canadian Centre for Elder Law
  • Louise Lewis TEP, Senior Associate - Private Wealth, Penningtons Manches LLP
  • Shelley Rhoads Perry TEP, Founder & CEO, Lasting Links Solutions
  • Leigh Sagar TEP, Barrister, New Square Chambers
  • Sharon Hartung, Associate, Kansei Consulting Inc.
Digital Assets SIG Member - £80
STEP Member - £100
Non-members - £120
Special Interest Groups Team
Contact phone
+44 (0)20 3752 3734; +44 (0)20 3752 3735
Contact email
PDF icon Event flyer
Register Add to Calendar events/sig-spotlight-2017-digital-assets-30-november-2017 30/11/2017 13.15 30/11/2017 Arriv The Montcalm London Marble Arch, 2 Wallenberg Place, London, W1H 7TN STEP Digital Assets Special Interest Group SIG SPOTLIGHT 2017: Disruption and Deliverance: Digital Assets in Estate Planning and Administration, 30 November 2017 The Digital Assets SIG hosts a Spotlight Session on 30 November 2017 in London Hosted by: STEP Digital Assets Special Interest Group . Contact: Special Interest Groups Team. Contact phone: +44 (0)20 3752 3734; +44 (0)20 3752 3735. Contact email: