Broadcast Date: Wednesday, August 04, 2021
from 3:00 pm to 4:00 pm (ET)


In today’s highly digital world, it is no longer surprising why more and more people are including their digital assets in their estate plans. These digital assets, such as online accounts, virtual currencies, and digitally stored files, require particular attention from practitioners. Fiduciary professionals should be prepared to address the new challenges these assets create, which could include concerns involving federal privacy laws and terms of service agreements.

Listen as estate planning expert Katie L.S. Von Kohorn, Esq. (Casner & Edwards, LLP) provides a comprehensive discussion of the recent estate planning issues and developments surrounding digital assets. Katie will also share her insights on the most common pitfalls as well as the best practices fiduciaries should consider in maximizing the potentials of digital estate planning.

This LIVE webcast will discuss the following key provisions:

  • An Overview of Digital Estate Planning
  • Recent Trends and Developments
  • Key Issues and Challenges
  • Best Practices


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

On-demand Webcast (CLE)



General knowledge of estate planning law


Course Code:



NY Category of CLE Credit:

Areas of Professional Practice


Total Credit:

1.0 CLE


Katie L. S. Von Kohorn, Esq., Partner
Casner & Edwards, LLP

Katie L. S. Von Kohorn is a partner at Casner & Edwards specializing in estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie advises individual clients and generations of families with respect to estate planning, including estate and gift taxes, probate law, estate and trust administration, inter-generational planning, planning with digital assets, and philanthropy. She counsels trustees and exempt organizations on issues pertaining to tax exemption, fiduciary responsibilities, and charitable trust law. She can be reached at [email protected].


Katie L. S. Von Kohorn, Esq., Partner

Casner & Edwards, LLP

  • Overview: identifying digital assets and digital estate planning
  • Lifetime planning, privacy, and security
  • Tax treatment of cryptocurrency and IRS enforcement
  • Revised Uniform Fiduciary Access to Digital Assets Act
  • Best practices for fiduciaries

Date & Time:

Wednesday, August 04, 2021

3:00 pm to 4:00 pm (ET)

Who Should Attend:

  • Estate Planning and Financial Planning Professionals
  • Digital Finance Professionals
  • Accountants
  • Asset Managers
  • Corporate Lawyers
  • In-house and Outside Counsel


Katie L. S. Von Kohorn, Esq.Partner
Casner & Edwards, LLP



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