Webinar Registration

Estate Planning Masterclass #2:
Estate Planning for Digital Assets and Real Estate Trusts
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, May, 27
|
ET
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120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Alan Gassman, Esq. and Scott Levin, J.D., LL.M.

What You'll Learn

Session 2: Estate Planning for Digital Assets and Real Estate Trusts

Subtitle: Control, Access, and Transfer in Modern Portfolios

Overview

This session addresses two critical and often overlooked areas of planning: digital…

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What You'll Learn
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Webinar Description

Session 2: Estate Planning for Digital Assets and Real Estate Trusts

Subtitle: Control, Access, and Transfer in Modern Portfolios

Overview

This session addresses two critical and often overlooked areas of planning: digital assets and real estate. Advisors will learn how to ensure access, control, and efficient transfer of both intangible and illiquid assets.

Part 1: Digital Assets

Key Topics

  • Cryptocurrency and digital wallets
  • Online businesses and monetized platforms
  • Digital intellectual property
  • Brokerage and fintech accounts
  • Cloud-based business records

Planning Challenges

  • Custodial access restrictions under RUFADAA
  • Password management vs. legal authority
  • Multisignature wallet structures
  • Valuation and reporting issues
  • Risk of lost or inaccessible keys

Strategic Solutions

  • Digital asset memorandums
  • Appointment of digital fiduciaries
  • Titling strategies for cryptocurrency
  • Centralized asset inventory systems

Planner Takeaway

Digital wealth requires operational planning in addition to legal documentation. Without coordination, these assets can be lost entirely.

Part 2: Trusts and Real Estate

Real estate is often a client’s largest asset and a major planning opportunity. This section focuses on practical trust strategies that improve protection, transfer efficiency, and tax outcomes.

Key Strategies

Revocable Living Trusts

  • Probate avoidance and privacy
  • Proper funding and titling
  • When baseline planning is sufficient

Qualified Personal Residence Trusts (QPRTs)

  • Discounted gift valuation using retained interests
  • Term selection and mortality considerations
  • When QPRTs are appropriate given interest rates and lifestyle factors

Spousal Lifetime Access Trusts (SLATs)

  • Removing assets from the estate while preserving indirect access
  • Avoiding reciprocal trust risks
  • Planning for exemption uncertainty

LLC and Trust Structures

  • Combining liability protection with estate planning
  • Proper ownership structuring
  • Common pitfalls including lender and state-specific issues

Practical Planning Alternatives

  • Transfer-on-death strategies
  • Basic irrevocable trusts
  • Balancing complexity, cost, and client benefit

Planner Takeaway

Effective real estate planning requires coordination between ownership structure, tax strategy, and client objectives.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.