This new world of investing is upon us. Over 10% of adults have now somehow invested in Cryptocurrency. How do you title these investments when you have a Revocable Trust? How is your successor Trustee or your agent going to have access to your accounts if you become incapacitated?
What do you need to know and what do you need to worry about if you have such investments or envision such investments? Join us for a discussion of these issues. Mark Gilfix, who recently authored an article that is designed to educate attorneys about how to explain these issues to his clients, leads you through the basics and offers realistic guidance for the future.