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Live Webinar

90-minute live streaming program
  • March 11
  • 1:00 - 2:30 pm EST

Estate Planning Considerations Involving Cryptocurrency

March 11

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.

Learning Objectives

  • You will be able to define cryptocurrency and blockchain technology.
  • You will be able to discuss fiduciary access to digital assets.
  • You will be able to explain current laws and regulations involving cryptocurrency.
  • You will be able to recognize trends and predictions in the cryptocurrency space.

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Why Lorman?

Over 33 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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More Program Information

Why Lorman?

Over 33 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

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • AL CLE 1.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.5 hours of credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for attorneys, estate planners, accountants, CFOs, controllers, business owners and managers, tax managers, financial planners and enrolled agents.

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More Program Information

Why Lorman?

Over 33 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

Vicki Levy Eskin

Levy & Associates, PA

  • Owner of Levy & Associates, PA, a small law firm in Longwood, Florida
  • Focuses her practice on probate, guardianship, trust administration and estate planning, including Medicaid planning, veteran’s assistance programs, and work with cryptocurrency and other digital assets
  • 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 and has maintained an active leadership role for many years for the GP|Solo division of the ABA
  • Also 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 Real Property, Probate, and Trust Law (RPPTL) division of the Florida Bar
  • Spoke before the Florida Legislature twice in support of FADAA and RUFADAA, leading to its ultimate enactment
  • Written and lectured extensively on preserving digital assets, FADAA, RUFADAA, trusts, international estate planning and other areas of estate and trust practice, including 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
  • Has a history of involvement in local and state bars, including membership in the Florida and Iowa State Bars and has served on several community advisory boards
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Why Lorman?

Over 33 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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Product ID: 407189
Published 2020
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