Learn about cryptocurrency and how it is used in modern day estate planning.
As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology, probate lawyers and estate planners have begun to recognize that traditional estate planning is inadequate to address client needs. Practitioners need to understand how blockchain technology works to effectively and confidently communicate with their technologically advanced clients. This topic will provide estate planners, accountants, business owners, and more with a basic understanding of what cryptocurrency is, how investors acquire and transfer these digital assets, and how current and pending laws and regulations impact transactions and taxation. This information will also help planners assist their clients understand current and future trends for the development and regulation of cryptocurrency and is critical for holders of cryptocurrency to effectively plan and manage their estate assets.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Cryptocurrency Defined Blockchain Technology
- Regulated vs. Decentralization
- Mining/Digital Ledgers
- Wallets
Generating Income Security
- Acquisitions and Transfers
- Valuation
- Illustrated Transactions
Fiduciary Access to Digital Assets RUFADAA/Model Code
- POA/Guardianship
- Trusts/Wills
- Practicalities - Sample Language
Laws/Concurrent Jurisdictions
- Current Regulations
- Commodity Futures Trading Commission
- FinCEN
- Other Agencies and Courts
- Pending Regulations
Trends and Predictions
- States' Handling
- Ethics
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on March 11, 2020.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Vicki Levy Eskin
Levy & Associates, PA
- Owner of Levy & Associates, PA, a small law firm in Longwood, Florida
- She focuses her practice on probate, guardianship, trust administration and estate planning, including specific trusts, Medicaid planning, and veteran's assistance programs
- Has an active circuit civil and appellate mediation practice
- Served three years as the National Solo and Small Firm Conference chair for the American Bar Association, has maintained an active leadership role for many years for the GP|Solo division of the ABA, and served as ABA advisor to the survey and drafting committee for the Uniform Law Commission Committee during its three year work on creating the model code for fiduciary access to digital assets and the parallel committee for the RPPTL division of the Florida Bar
- Spoke before the Florida Legislature twice in support of FADAA and RUFADAA, leading to its ultimate enactment in her state
- Written and lectured extensively on preserving digital assets, FADAA, RUFADAA, trusts, international estate planning and other areas of estates, trusts and probate administration and small office management
- Through her work with the American Bar Association, she serves as a mentor to solo and small firm practitioners throughout the United States
- She has a history of involvement in local and state bars, including membership in the Iowa State Bar and has served on several community advisory boards
- Can be contacted at http://levylawyers.com
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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