Next-Gen Planning: What Advisors are Discussing with Gen X, Y & Z Clients; 2023 Estate and Gift Tax Conference

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Next-Gen Planning: What Advisors are Discussing with Gen X, Y & Z Clients; 2023 Estate and Gift Tax Conference

Taxation Law Section

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits

Course Number:

TAX_Estate & Gift_2023_9

Original Program Date:

March 10, 2023

Duration:

1 hour 2 minutes

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

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Category: Taxation, Closed Captioned Courses

Category: Taxation, Closed Captioned Courses (show less)

If you haven’t heard of the Bored Ape Yacht Club, this presentation is for you! Gen X/Y/Z clients have different goals and objectives, and their assets often look vastly different than that of their parents.Planning for assets such as cryptocurrency, non-fungible tokens (NFTs), digital assets, and Qualified Small Business Stock (QSBS) - while providing maximum flexibility for circumstances that are likely to change over the clients’ remaining lifetimes - will be addressed. Be prepared to learn about the planning and tax implications and fiduciary considerations of navigating the virtual currency ecosystem and metaverse, and planning considerations unique to next-generation clients.

1 Legal Specialization in Estate Planning; Trust & Probate Law

1 Legal Specialization in Taxation Law

1 Participatory MCLE Credits

All	Standard
Non-Member	$65.00
CLA Member	$45.00

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Non-Member Price

$65.00

Member Price

$45.00