Virtual Morning Meeting: Estate Planning For Crypto Assets

Date: Tuesday, May 24, 2022
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Natalie Roberts


This presentation will explain digital assets and crypto assets to those of us who would like to better understand these investments and the related terminology. I will address blockchain, keys, wallets, exchanges, NFTs, forks, airdrops, mining, how to buy crypto, and the risks of crypto investing. From there, I will identify and discuss the five most significant challenges to estate planning for crypto assets. Finally, I will offer suggestions for estate planning in connection with crypto assets (including cryptocurrency) in order to assist financial advisors, lawyers, and investors in addressing those five challenges, avoiding pitfalls, and achieving estate planning objectives.

Learning Objectives
By attending this session advisors will learn: 

  1. Understanding the terms associated with crypto assets (listed above).
  2. Understanding the challenges of estate planning for crypto assets.
  3. Learning what key steps to take in estate planning for crypto assets.

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am

Anticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit

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