PLAY RECORDING

Overview:

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

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

Live Webcast

 

Prerequisite:

General knowledge of estate planning law

 

Course Code:

149469

 

NY Category of CLE Credit:

Areas of Professional Practice

 

Total Credit:

1.0 CLE


How to Claim CLE Credits Per State:

https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/


CLE State Requirements:

https://knowledgewebcasts.com/cle-state-requirements/

Speaker:

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].

Agenda:

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)

Materials:

Download Course Materials

Who Should Attend:

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

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

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