Pamela Morgan, attorney and author of Cryptoasset Inheritance Planning, will discuss the unique challenges of inheritance planning for cryptocurrency assets, like bitcoin and ether, as well as tokenized assets and equity tokens. You'll learn why you should not record or hold copies of cryptographic keys for your clients, what information you should collect, and how to use services like DCS to help your clients successfully prepare for intergenerational wealth transfer given the technological and legal constraints of these new decentralized systems.
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