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OnDemand Course

Estate Planning Considerations Involving Cryptocurrency

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.

90 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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 35 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

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on March 11, 2020.

Call 1-866-352-9540 for further credit information.

  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • 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, of which 1.50 credit hours may be applied toward the Areas of Professional Practice requirement and credit hour may be applied toward the Ethics and Professionalism requirement. 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, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE 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 35 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
  • 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 35 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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  • State Specific Credit Tracker
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Product ID: 407189
Published 2020
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