ESTATE PLANNING COUNCIL OF ST. LOUIS

In person registration is closed

Date: September 11, 2023 

Topic: Understanding Blockchain and Digital Assets 2.0

Speakers: Abigail Rosen Earthman, Perkins Cole LLP

About the presentation: Internet-based accounts and applications have grown at an extraordinary rate. Email and paperless online banking are now routine and common, along with numerous other internet-based communications, accounts and assets, including social media. This session will provide an overview of popular digital assets and how to deal with photos, emails, passwords, etc. shared on TikTok, Instagram, Twitter and Facebook in a person’s estate plan. This session will also discuss how to probate and administer digital wallets, currencies, intellectual property rights and other digital assets after death. Did you know Tweets have value?

To register for this session, go to www.epcstlouis.org and click the link for the session.

CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.

Continuing Education

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance   

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will: 

Learning Objectives:

Upon completion of this course, you should be able to:

• Participants will understand the variety of digital assets potentially in a decedent’s estate; regulations preventing access to digital assets; participants should also learn a base understanding of what an NFT is and what a Cryptocurrency

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.

Refunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

CFP

Upon completion of this course, you should be able to:

• Participants will understand the variety of digital assets potentially in a decedent’s estate; regulations preventing access to digital assets; participants should also learn a base understanding of what an NFT is and what a Cryptocurrency

About the Speaker:

Litigator Abigail Rosen Earthman represents high net worth individuals in gift and estate tax audits in Internal Revenue Service (IRS) examinations, appeals, and trials. Her national practice includes cases in the U.S. Tax Court, the U.S. Court of Federal Claims, and appellate courts, as well as in state probate and fiduciary matters.

Abigail’s practice is informed by her experience in the national tax office of a Big Four accounting firm in Washington, D.C., where she focused on federal tax credits and incentives. She is a frequent speaker on industry-related topics, including cryptocurrency and digital assets, and is nationally recognized in the areas of gift and estate tax audits.