Crypto Estates: Protecting Your Digital Legacy
June 24, 2025You’ve worked hard to generate and preserve your wealth. If some of your wealth is held in cryptocurrencies or digital assets and you value privacy and tax efficiency, you might consider taking steps to update your estate planning documents. Don’t have an estate plan? The government has one for you. If you fail to work through an estate plan during your lifetime, a judge could decide on your behalf how your estate is passed on to beneficiaries, even if it’s not what you would’ve intended. Time may also be running out to take advantage of a historically large estate tax exemption that is scheduled to be cut in half at the end of 2025. However, cryptocurrency and digital assets now have some friendlier policymakers in Washington, D.C. Under the new administration, we may see wider adoption of cryptocurrencies as a result of agencies such as the SEC switching their tone, leading to potentially preferential tax policy in the future. Join us for this informative webinar as we explore strategies to consider to help protect wealth in the long term.
Learning Objectives
Upon completion of this program, participants will be able to:
- Recognize the importance of a custodial strategy and think through the considerations.
- Identify tax strategies that can protect wealth in the long term.
- Discuss the importance of privacy and legacy in estate planning.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during live broadcast.
Who’s This For
Ultra-high-net-worth individuals, C-suite executives, and business owners.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Taxes
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenters
Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.