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 Recorded Webinar: The New Frontier: Cryptocurrencies and other Digital Assets in the Estate Plan

Date: Friday 17 June 2022
Duration: Approximately 1 Hour

 ABOUT THE WEBINAR
As digital assets increase in prevalence and importance, planning for what happens to them on incapacity or death is essential. This session provides a guide to practitioners on advising clients to recognise, manage and prepare for digital asset disposition as part of the estate planning process, including:

  • Advising client what will happen to digital assets when they die
  • Recognising and preparing an inventory of digital assets
  • Determining value and importance from personal to commercial
  • Assessing and identifying essential information including private keys, digital wallets, passwords and other security measures
  • The importance of keeping digital assets and records current and good management practices
  • Spotlight on cryptocurrency forming part of the asset pool:
    • ensuring the executor knows where to find it
    • practical issues relating to the control over cryptocurrencies
    • transferring cryptocurrency to beneficiaries – what do you need to know?
    • selecting an executor when crypto in in the asset pool – should they have particular skills?
    • inheriting cryptocurrency and tax implications
  • When should digital assets be held in a trust?
  • Planning for access in the event of death or incapacity
  • Drafting for digital asset management in wills, powers of attorney and trust deeds
  • Challenges in administering an estate with digital assets
 PRESENTER
Recorded Webinars,Estate planning,Recorded Webinar: The New Frontier: Cryptocurrencies and other Digital Assets in the Estate Plan

Daniel Smedley, Principal, Sladen Legal, Melbourne

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".

As published in the Australian Financial Review, in 2021 Daniel was named as the “Lawyer of the Year” in Tax Law in Melbourne by Best Lawyers®. Lawyer of the Year is awarded to the lawyer with the highest overall peer feedback for a specific practice area and geographic region. This is the fifth consecutive year that Daniel has been listed in the publication in the field of Tax Law.  Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD 

Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD units/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au



© Television Education Network Pty Ltd 2022

Product Code: WBPJUN22
 Price:  $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.