Estate Planning & Crypto Assets 1: A guide for Will-writers, Estate Planners & Probate Professionals

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1.1 Welcome to your Course
1.2 Video Introduction
1.3 Learning Objectives
1.4 Please Read

2.1 Why Now?
2.2 Why are Investors looking at different asset classes? Preview
2.3 Altcoins & The Rise of Memes
2.4 The Value of "Things"
2.5 The Market Opportunity
2.6 Knowledge Check
2.7 Module 2 Summary

3.1 Understanding Cryptocurrency
3.2 Traditional Estate Planning vs. Cryptocurrency Estate Planning
3.3 Blockchain Technology Preview
3.4 Cryptocurrency Wallets
3.5 Different Types of Cryptocurrency Wallet
3.6 Security Aspects
3.7 Wallet Simulation
3.8 Wallet Security
3.9 What is an "NFT"?
3.10 DeFi - Decentralised Finance
3.11 Knowledge Check

4.1 Identifying Cryptocurrency Assets Preview
4.2 Identifying Family Members with Cryptocurrency Assets Preview
4.3 Understanding Clients knowledge and Usage
4.4 Access & Security Information
4.5 A Case Study - Neil & Helen
4.6 Knowledge Check

5.1 Lasting Power of Attorneys & Crypto Assets
5.2 Crypto vs Traditional Assets
5.3 Guide for Attorneys dealing with Crypto Assets
5.4 Knowledge Check

6.1 Creating a Comprehensive Record Preview
6.2 Best Practices
6.3 Updating Records
6.4 Managing Changes in Cryptocurrency Holdings
6.5 Knowledge Check

7.1 What is a Digital Asset Trust?
7.2 Why might you use a Digital Asset Trust?
7.3 How to set up a Digital Asset Trust for you Clients
7.4 Example Trust Deed
7.5 Knowledge Check

8.1 Overview of Tax Implications
8.2 Inheritance Tax & Income Tax
8.3 Capital Gains Tax - General
8.4 Capital Gains Tax - Deceased Client
8.5 Capital Gains Tax - Example
8.6 Potential Exemptions
8.7 Cryptocurrency & Trusts
8.8 Knowledge Check

9.1 Taking the Next Step
9.2 Learning Summary
9.3 Post course feedback survey
9.4 Thank You & Print your Certificate