The Intersection of Estate Planning and Crypto Out of Stock
Co-Sponsored by the Trust & Estate Section of the Colorado Bar Association
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Blockchain technology and cryptocurrency have been in the headlines a lot in recent years, but many estate planners don't understand key concepts and the far-reaching impact the new technologies have on structured wealth planning. This session will serve as an introduction to ownership and tax issues regarding bitcoin and other cryptoassets, surprising profiles of affluent investors in the asset class, and the needs, concerns, and solutions for clients with significant cryptoasset wealth.
The discussion will include drafting considerations for all levels of planning, an overview of comparative jurisdictions for crypto-related planning, and an introduction to how "planning for crypto" introduces opportunities for highly complex wealth transfer tax planning and family governance conversations.
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation, please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
The Intersection of Estate Planning and Crypto
Presented by Matthew T. McClintock, JD, Bespoke Group
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $75.00 USD
- Member Price $55.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits