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, J.D., LL.M., Gassman Law P.A.

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.