Loading Events

« All Events

August 20th @ 9:00 – 10:00a.m. – Bit by Bit – Understanding the Planning/Fiduciary Administration Aspects of Cryptocurrency

August 20 @ 9:00 am - 10:00 am

This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society.

Program Overview

The introduction of blockchain technologies – such as cryptocurrencies, like Bitcoin – has left trustees and other fiduciaries increasingly responsible for managing estates that contain investments in a growing asset class that challenges conventional notions of a prudently managed investment portfolio.  This program will explore what these new technologies are and what they demand of fiduciaries, and it offers guidance on how longstanding investment and related fiduciary duties apply in the shifting landscape governing crypto investments.

 

Learning Objectives:

  • Learn what cryptocurrency is and how it can be used for goods, services, and investments
  • Understand the important aspects of owning cryptocurrency during the client’s lifetime, including maintaining and passing on the “private key”
  • Evaluate the various ways cryptocurrency can be passed on upon death, including donation to charity
  • Examine the future of cryptocurrency, including tax consequences involving income tax, estate tax, and gift tax

 

Featured Speaker:

Robert K. Kirkland, Esq. is the Founding Partner of the law firm of Kirkland Woods & Martinsen LLP, which has offices in Liberty, Missouri, Springfield, Missouri, and Overland Park, Kansas.  He is licensed to practice law in Missouri and Kansas.  He works with a variety of individual clients, handling the preparation of Wills, Living Trusts, Durable Powers of Attorney, Irrevocable Trusts, Charitable Trusts and Minor’s Trusts, and counseling clients in the areas of gifting techniques, asset protection, charitable planning, and business succession planning, He also advises fiduciaries in estate, conservatorship and trust administration matters.  Bob is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Reagents and ACTEC Executive Committee.  He is listed in the last twenty (20) editions of The Best Lawyers in American and the most recent addition of Super Lawyers.  Bob has successfully completed the Effective Probate Mediation Training course sponsored by ACTEC, and frequently serves as a mediator of trust and estate disputes.  Among several professional and civic activities, he serves as a Vice Chair of the Missouri Bar Probate and Trusts Committee, and a member of the editorial board of Trusts and Estates magazine.  Bob is a frequent author and lecturer in the estate planning and charitable giving areas.  He holds a B.S. in accounting from William Jewell College (1980), a J.D. from the University of Missouri-Kansas City School of Law (1983), and an L.L.M. in estate planning from the University of Miami, Florida School of Law (1985).

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit has been applied for.

1CLE (legal) credit has been applied for in those states that accept the webinar format for credit.

(CLE credits is not eligible for: AK, CT, DC, IN, HI, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD)

1 Professional Recertification credit (formerly PACE) has been applied for.

$5.00 fee for CE credit processing (fee is waived for FSP Premier Members).  You must participate in the live webinar in order to earn CR credits.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non-Members
Live Event: INCLUDED* INCLUDED* INCLUDED*
CFP® Credit: INCLUDED $5 $5
CLE/legal Credit: INCLUDED $5 $5
Prof. Recertification Credit (PACE): INCLUDED $5 $5

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.

 

Registration Options

Call FSP’s Member Services department to register: (800)392-6900, Monday – Friday, 9:00a.m. – 4:00p.m. ET

 

Program Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation.  For the audio portion, you have the option of listening to the program through your computer’s speakers (VOIP) or through the telephone.  If you prefer not to view the Web presentation, you have the option to listen only over the phone.  (Note that if you are requesting CE credits, you must be logged in to the webinar.)

You can also join a webinar from your iPhone, iPad, or Android device.

 

Program Archive

This program will be recorded and archived.  All registrants will be emailed the link to the recording about a week after the webinar.

Can’t attend the live webinar?  Register anyway and you’ll automatically be sent the recording link.

The webinar recording will also be available for access by FSP members on the Member Resources page of the FSP National Website.

Details

Date:
August 20
Time:
9:00 am - 10:00 am
Event Categories:
,