Foundational Estate Planning Series

Estate Planning For Cryptocurrency

Guest: Lara Sass
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on transfers of property, as well as trust and estate administration.

July 12, 2022
The IRS considers cryptocurrency property, not currency.  Do you know how this could affect your estate planning?  On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass an estate planning attorney in New York City serving high net worth clientele about why you need to consider cryptocurrency in estate planning.  What estate planning methods are recommended?  Can you avoid probate?  What about ownership by trusts or corporations?  What is a deadman switch?  Listen in as they answer a variety of questions to help you through this process.