NVEPC Membership Meeting: I Hereby Bequeath my Bitcoin … Practical Estate Planning for Digital Assets

Date: Tuesday, June 28, 2022
Time: 11:30am - 1:30pm
Location: Maggiano's Tysons, 2001 International Dr, McLean, VA 22102
Speaker: James H. Cundiff, Partner, McDermott Will & Emery

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Join us Tuesday, June 28, 2022, for our membership meeting, "I Hereby Bequeath my Bitcoin … Practical Estate Planning for Digital Assets," with James H. Cundiff, Partner, McDermott Will & Emery.

About the Presentation:

Join us as we discuss the issues facing estate and trust planning with digital assets. We will review blockchain basics, explore the evolving regulatory environment and highlight planning opportunities for these unique assets. We will identify common pitfalls when dealing with digital assets and outline the essential dispositive provisions for an estate plan that includes digital assets. The future is now.

About the Speaker: 

James H. Cundiff, a Partner with McDermott, Will & Emery,  advises clients on family wealth and business planning, federal estate, give and generation-skipping tax planning, and estate and trust administration. He represents entrepreneurs, corporate executives, and other business leaders and wealthy individuals on estate and tax planning matters. 

Counseling closely held businesses and family members, James is actively engaged in the structuring of family businesses as well as business control and succession planning, multi-generational wealth transfer planning, and estate plan design and implementation. James works with several single-family offices on the creation and administration of private investment pools and private trust companies. As a certified public accountant, James bridges the gaps between financial, tax and legal issues. James frequently writes and speaks on a variety of tax and estate planning subjects.

James has been recognized in the Leading Lawyers Network, from 2009 to the present.  He is a Fellow in the American College of Trust and Estate Counsel, and a member of the American Association of Attorney-Certified Public Accountants, the American Bar Association, and the Chicago Bar Association.

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