About the Course
Introduction
This CLE webinar will guide estate planning counsel and advisers on challenges relating to the trust and estate planning, administration, and litigation of digital assets. The panel will discuss accounting for digital assets and provide an analysis of the fiduciary responsibilities, legal obstacles and litigation, key planning considerations, and effective administration of digital assets.
Description
The IRS considers digital assets to be personal property. These assets have value and will become assets of an individual's estate, forcing estate planning counsel and advisers to consider a variety of factors in drafting estate documents to transfer these types of assets and minimize potential administrative and litigation issues.
Holders of digital assets risk losing their assets upon death unless they take proactive steps to ensure that these assets pass to their heir or beneficiaries. Unique planning factors apply to digital assets, and counsel and advisers must work with clients to implement best practices regarding the custody, security, and accessibility of digital assets. Advisers must be knowledgeable about planning techniques and when to use them, along with complex tax regulations. Estate planning counsel and advisers must become knowledgeable in how these rules impact estate plans and the available transaction structures to ensure efficient administration of the estate and avoid litigation relating to such assets.
Listen as our panel discusses the impact of digital assets on estate planning, federal and state regulatory problems for digital assets, fiduciary responsibilities, legal obstacles, and effective administration of digital assets.
Presented By
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Ms. Jones is a private wealth and tax attorney in Holland & Knight's Century City office and a member of the Global Wealth and Family Office Practice Group. She advises high-net-worth individuals, family offices, founders, privately held businesses, private funds and multinational enterprises on complex tax, estate planning, business succession and transactional matters. Ms. Jones's practice encompasses private client tax planning, partnership taxation, entity structuring, international tax planning, family office advisory services, wealth transfer planning and sophisticated business transactions. She counsels clients on tax-efficient entity structures, partnership and digital asset planning, pre- and post-liquidity planning, mergers and acquisitions (M&A), cross-border investments and multijurisdictional tax matters. Ms. Jones advises startup companies, founders and established businesses on investment structures, venture capital transactions, private capital matters, ownership transitions and succession planning. Her experience also includes emerging issues involving digital assets, blockchain technology, non-fungible tokens (NFTs), energy tax incentives and evolving tax regulations.
Ms. Sugihara is the Regional Fiduciary Manager for BNY Wealth, leading the fiduciary business throughout the Western Region.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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Date + Time
- event
Tuesday, February 2, 2027
- schedule
1:00 PM ET/10:00 AM PT
I. Recent developments on digital assets and impact on estate planning
II. Custody and accessibility of digital assets
III. Key estate planning considerations for digital assets
IV. Potential administrative pitfalls and litigation challenges to consider
V. Best practices for counsel and advisers
The panel will review these and other key issues:
- Recent developments on digital assets impacting estate planning
- Accessibility and accounting for digital assets in an estate plan
- Estate planning considerations for digital assets
- Administrative pitfalls to avoid and minimizing litigation
- Key points of emphasis for counsel and advisers
Related Courses
Navigating Digital Assets in Trust and Estate Planning, Administration, and Litigation
Tuesday, February 2, 2027
1:00 PM ET/10:00 AM PT
