Knowing what Digital Assets are and why they are important is just the beginning. What practical advice can we give clients for better outcomes in both the planning and administration of estates?

Let’s go beyond the basics of what they are and why they are important, and focus on how to create better outcomes for clients with Digital Assets:

• What are the 3 truths of Digital Asset Management (as it pertains to Estate Planning and Administration)?
• What are the best practices and most common recommendations vs. what might surprise you?
• What learnings can be shared from a recent client case involving Digital Assets?

Join us as we engage in an interactive session that looks at Digital Asset Management through the lens of the practitioner.

Presenter: Jeff Baxter, CETA CCDA CEA - Tek Smart Inc.

Jeff supports estate planning and administration teams where digital assets are involved. In addition to his 25 years of technology industry experience, Jeff is a STEP Certified Estate and Trust Administrator, a Certified Digital Asset Advisor, a Certified Executor Advisor, and an experienced estate Executor.

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Registration $35 - Recording Available - $55 with CE Certificate

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

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