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Individual Podcasts

The New Frontier: Digital Currency Disposition

The increasing availability and popularity of digital currency means that practitioners need to be on top of estate planning and administration process for clients with these holdings. This session provides a guide for asset recognition, estate planning and disposition, including:

Date/Time

About the Podcast

The increasing availability and popularity of digital currency means that practitioners need to be on top of estate planning and administration process for clients with these holdings. This session provides a guide for asset recognition, estate planning and disposition, including:

  • What are digital currencies and how and where are they held?
  • A guide to the most common terms, asset types and associated technologies including:
  • Cryptocurrency
  • Bitcoin
  • NFT’s
  • Blockchain
  • What questions do you need to ask your clients for asset identification and disposition intention on death?
  • Inventory preparation and determining value
  • What information does your client need to give you?
  • Drafting digital currency asset disposition in the will - key issues and risks
  • Planning for access in the event of death or incapacity
  • Challenges in administering an estate with digital assets
  • Is the law keeping up with digital currency asset holdings and disposition?

Presented By

Kimberley Martin
Director, WMM Law Hobart, Tas

Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP is a director, and business owner, of WMM Law in Hobart, Tasmania. Kimberley’s range of expertise includes estate planning, tax, business succession, trusts and superannuation law, with a particular emphasis on complex needs, international, and high net worth estate planning.

Kimberley has completed her LLM (Masters) in Wills & Estates. Kimberley has a strong voice representing the legal profession at a state, national and international level through her involvement on committees, her published work, her professional presentations and media exposure. Notably, she authored a paper on ‘Technology, the Law and COVID-19‘ that was published in 56 countries. She has been interviewed on the ABC 7:30 program, in the Age and in the Sydney Morning Herald, and has had her work published in several international journals, including in the Global STEP Journal and the American Bar Association Magazine. Through the Society of Trust and Estate Practitioners (STEP), Kimberley is Secretary of the STEP Victoria-Tasmania Branch, and is a member of the STEP Australia Excellence Awards and Newsletter Sub-Committees. She was also a founding member, and member for over 10 years, of the STEP Digital Asset Special Interest Group Steering Committee. In 2018, Kimberley was an award recipient at the STEP Private Client Awards in London.

Kimberley commitment to the community is shown through her work with not-for-profits. She is currently a Director of the Board of Montagu Community Living, a member of Womens Chiefs of Enterprises International (WCEI) and is on the Board of Business Blindspots Tasmania.

CPD Information

0.7 CPD units

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