LIVE WEBINAR

WEDNESDAY, FEBRUARY 16, 2022

NOTE TIME: 8:00 a.m.

Registration Deadline: FEBRUARY 10 (5:00 p.m.)

BUILDING BLOCKS OF BLOCKCHAIN:

PRIMER ON CRYPTOCURRENCY FOR ESTATE PLANNERS

ABIGAIL EARTHMAN

Sponsored by Argent and Texas Bank and Trust

Cryptocurrency has created a lot of buzz – both hype and skepticism. Although cryptocurrency has been in existence since 2008, it is a cutting-edge issue in estate planning. Due to its technological, digital nature, cryptocurrency presents interesting and uncertain tax and practical considerations in planning with this special type of asset. This presentation first will provide background on blockchain, the technology underlying cryptocurrencies, and the evolution of cryptocurrencies, such as Bitcoin, in an attempt to demystify the technical features and mechanics of both blockchain and cryptocurrencies, which generally are misunderstood. This presentation then addresses planning and specific areas of consideration, such as fiduciary issues related to access to digital assets, transfers, trust funding, custody and titling, which highlight the importance and the need for proper planning and drafting. The characterization of cryptocurrencies as “property” and not currency for purposes of taxation and other regulatory considerations round out the discussion while weaving in areas of planning opportunities and challenges. Abigail Rosen Earthman is a member of Winstead’s Wealth Preservation Practice Group. Abigail handles federal gift and estate tax litigation against the Internal Revenue Service across the country, as well as state fiduciary and probate controversy work in Texas courts. She is also counsel to clients nationally regarding complex estate administration and litigation and audit risk minimization. She is a Fellow of the Real Property, Trust and Estate Division of the American Bar Association, where she serves as Chair of the Tax Litigation and Controversy Committee. Abigail received her J.D. from Texas Tech University School of Law and an LL.M in Taxation from Georgetown University Law Center. She has represented clients before the United States Tax Court and United States District Courts in the Northern and Southern Districts of Texas.

There are continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.

Register with the link below.

IMPORTANT NOTE: YOU WILL NOW RECEIVE THE ZOOM ACCESS INSTRUCTIONS IMMEDIATELY AFTER REGISTRATION ON THE CONFIRMATION PAGE!  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.

We would like to thank the following Sponsors for their support for 2021-2022: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Leu & Peirce, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, National Transaction Advisors, Security National Bank, Vaquero Wealth Management, American National Bank & Trust and The Weeks Law Firm.

This presentation will be offered as “Program Only” for members ($10) and non-members ($20).

PAYMENT IS REQUIRED TO ATTEND THIS MEETING

TO PAY VIA CREDIT CARD:  follow these instructions:

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7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS

IMPORTANT NOTE: YOU WILL NOW RECEIVE THE ZOOM ACCESS INSTRUCTIONS  IMMEDIATELY AFTER REGISTRATION ON THE CONFIRMATION PAGE!  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.