In part 4 of our Digital Assets Series, Jack Burroughs TEP and Private Client and Taxation Advisor, explores the practicalities of digital estate planning and succession.
Research by STEP in 2021* revealed that nearly 60% of estate practitioners had dealt with questions from clients about digital assets. Of those, almost half had been asked for advice on estate planning and a third had been asked about transferring digital assets after death.
In Part 4 we explore
- Compiling a digital assets inventory
- Dealing with digital assets in Wills
- LPAs/incapacity and digital assets
- Planning succession for cryptoassets
- Trusts and cryptoassets
*https://www.step.org/research-reports/digital-assets-call-action
This webinar was recorded on Wednesday 8th March 2023.