STEP CO Formation invites you to join us for a virtual event to learn more about the formation of the new STEP Colorado Chapter and attend a presentation on "The Intersection of Estate Planning & Crypto".
Mainstream interest in cryptoasset markets exploded in 2021. Many questions remain regarding estate planning and trust administration when cryptoassets are involved. In this presentation we will visit the intersection of estate planning and crypto, with focus on estate planning strategies that address the tax treatment of crypto, advanced planning strategies and considerations when a client holds crypto, trust and entity funding challenges, and trust administration issues to be addressed for the client who holds - or who someday may hold - crypto in their estate.
There will be a 10-minute networking breakout session during the meeting. Additionally, we would invite participants to consider being present via video throughout the meeting.
SPEAKER
Matthew T. McClintock
Evergreen, CO | Newport Beach, CA
Evergreen Legacy Planning, LLP
+1 877-757-8120
email
Speaker Bio
EVENT DETAILS
Date: July 29, 2021
Time: 4 p.m. to 5:15 p.m. MDT
Joining Instructions: Provided to registrants ahead of the video conference.
HOSTED BY
Linsey Glosier
Partner
Harrison & Held LLP
+1 303 558 1453
Katarinna McBride
Chief Legal Officer
F.O.C.U.S Family Office
Vail
+1 970 306 7508
email
Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email
Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email
This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.