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Estate Planning Council of CANADA

Planning For Crypto Assets - 03/22

$30.00
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Description

Are cryptocurrencies and NFTs just another temporary tech boom? Or are they an alternative asset class that requires planning before its value skyrockets, dives or security access is lost due to theft, regulation, death, taxes? This session will discuss income, wealth and inheritance tax planning and checklists for these blockchain assets of growing importance to the wealth management industry. Elements of marital property and forced heirship regimes will also be considered in this context. This presentation is ideal for advisors with International clients. Marnin Michaels, Partner Baker & McKenzie - Zurich A practicing attorney based in Switzerland, working in the area of tax and international private banking. Marnin also handles insurance issues, especially with regard to their impact on tax investigations and wealth management. The main focus of his practice is international estate planning and taxation of trusts for families who are connected to the United States. Marnin advises clients on US withholding tax and qualified intermediary rule, and also on legislation regarding money laundering avoidance. He has had more than 200 speaking engagements since 1998 including 100 for Baker & McKenzie, 20 for MGI, 20 for Academy & Finance SA, 20 for IFE, 5 for Campden Publishing and many others. He has written for many professional publications including The Journal of International Taxation, Tax Planning International, Tax Planning Financial Review, Private Client Business, International Tax Review, World Money Laundering Review, and The New York State Bar Association Trusts & Estates Journal.

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