Join Us for the Next Seminar!
In-Person Viewing Only
Lunch - 11:30 am | Seminar - 12:00 pm - 1:30 pm CT
Bergmann's on Lombard, 167 Lombard Ave #620, Winnipeg
As digital property such as cryptocurrencies and non-fungible tokens (NFTs) become increasingly common, estate advisors face new challenges handling digital asset's administration, including discovery, access, safekeeping, valuation, and taxation. This session will explore effective strategies for finding, accounting for and managing these emerging asset classes within an estate plan. Sara Adami-Johnson will review current approaches to pre and post mortem planning, and best practices for fiduciaries administering estates and trusts with digital or smart property, while sharing practical tips and insights to help advisors guide their clients in preserving and transferring digital wealth.
Individual Seminar Pricing: Members $125 | Active Students/Affiliates/Associates $75 | Non-Member $175
IMPORTANT NOTICES:
1. On-demand viewing is available for Branch Bundle registrants. For more information on the STEP Winnipeg Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.
2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.
A big thank you to our dedicated sponsors for their continued support.
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