Cryptoassets in Estate Planning & Administration - A Live Guide for Private Client Practitioners

Friday 09 Dec 2022

Speakers

Leigh Sagar

Venue

Virtual

Time

9:00am - 12:00pm

Booking Link

Topics

  • Brief Introduction to Cryptoassets:
    • Distributed ledger technology and decentralisation
    • Wallets and custody
    • Smart contracts and decentralised finance
    • Non fungible tokens
    • Acquisition and transfer 
    • Valuation and other information 
    • Common transactions
  • Taxation of Crypto Estates: 
    • Inheritance tax Capital gains tax
  • Creating an Estate Plan for Cryptoassets: 
    • Identifying the estate 
    • Use of trusts: 
      • Documentation and constitution
      • Investment of cryptoassets
  • Succession: 
    • Administration
    • Ensuring access after death 
    • Will drafting