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Cryptocurrency › Tax Planning › Estate Planning

Troutman Pepper Locke

Estate Planning in Uncertain Times

Troutman Pepper Locke on

"God, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference."- The Serenity Prayer- The first 100 days of President Trump’s administration have been...more

Falcon Rappaport & Berkman LLP

Shielding Your Cryptocurrency: Essential Estate Planning and Asset Protection Strategies in the Digital Age

Falcon Rappaport & Berkman LLP on

As cryptocurrencies like Bitcoin surge to unprecedented values—crossing the $100,000 mark at the time of this writing—both seasoned investors and newcomers are pouring billions into this thriving asset class. The U.S....more

Holland & Knight LLP

Planning for the Future: Estate and Tax Planning with Digital Assets

Holland & Knight LLP on

Cryptocurrencies are becoming a larger component of investors' portfolios, especially for millennials and Generation Z, who collectively make up 94 percent of cryptocurrency buyers. While it may seemingly be too early for...more

Proskauer Rose LLP

Wealth Management Update - May 2022

Proskauer Rose LLP on

The May Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, a sharp increase from the April rate of 2.2%. The May applicable federal rate (“AFR”) for use with a sale to a...more

Williams Mullen

[Webinar] 13th Annual Fiduciary Focus - February 25th, 9:00 am - 12:00 pm EST

Williams Mullen on

Join the Williams Mullen Private Client and Fiduciary Services team for our annual Fiduciary Focus event. This year’s agenda is packed with insights on recent developments affecting fiduciaries – including tax law updates...more

Chambliss, Bahner & Stophel, P.C.

Tax and Estate Planning for Cryptocurrency

Chambliss, Bahner & Stophel, P.C. on

In the past year, the global market capitalization of cryptocurrency has grown exponentially, reaching a high of $2.56 trillion on May 11, 2021. Coinbase, the largest cryptocurrency exchange, has more than 68 million verified...more

Troutman Pepper Locke

Digital Planning Podcast: Interview With Pamela Morgan - Part Two

Troutman Pepper Locke on

Listen to our digital planning podcast and learn about all things “digital” as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide...more

Troutman Pepper Locke

Interview With Pamela Morgan (Part One) - Digital Planning Podcast

Troutman Pepper Locke on

Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you...more

Williams Mullen

[Webinar] Cryptocurrency and Blockchain Technology: What Financial Advisors Need to Know - May 28th, 11:00 am ET

Williams Mullen on

Are you ready for the world of cryptocurrency? It is increasingly becoming an important—but complex—wealth transfer topic in estate planning. In order to properly advise clients and manage their portfolios, accountants and...more

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