Can crypto be part of estate planning? Find out how to manage and document digital assets, integrate them with traditional tools like wills and trusts, and adapt to the evolving legal landscape. Join us for an interactive session to get the answers and practical insights you need.
Chair:
Simon Akozu, Partner, MinterEllisonRuddWatts
Crypto and Estate Planning
- Crypto as property and other legal considerations
- Managing and documenting the assets
- Access and control – self-help and third party solutions
- Interface with traditional estate planning tools such as wills and trusts
- Planning for change
Presented by Derek Roth-Biester, Partner, and Rebekah Mapson, Associate, Anderson Lloyd
Description
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
*Original Content was created in November 2024
Learning Objectives:
- Learn how to integrate crypto assets into traditional estate planning tools like wills and trusts.
- Develop strategies for managing and documenting crypto assets within an estate plan.
Attend and earn 1 CPD hour
Presenters
Simon Akozu, Partner, MinterEllisonRuddWatts
Simon is a tax specialist, focused on mergers and acquisitions (M&A), infrastructure projects, financing arrangements, and crypto assets. Simon has broad experience managing tax projects across a wide range of industries. His clients include leading New Zealand corporates, multinationals, financial institutions, and high net worth individuals. Simon is also working with a range of start-ups in the crypto asset space. Simon has a keen interest in tax policy. He regularly writes and presents on new developments in tax, including the taxation of crypto assets. He is a contributor to Bloomberg Tax and is a co-author of Bloomberg’s New Zealand country guide.
Derek Roth-Biester, Partner, Anderson Lloyd
Derek is a partner in Anderson Lloyd’s corporate and commercial team. He has over 20 years’ international experience in commercial matters, with deep sectoral focus in technology (including data privacy), intangible assets and, more recently, blockchain. He has extensive experience of advising in relation to outsourcing arrangements and complex IT projects. Derek joined Anderson Lloyd as a partner in 2019, having previously been a partner at Meredith Connell in Auckland. He also worked for the Hong Kong offices of Sidley Austen and Pinsent Masons over a 12 year period in Asia. He is a member of the Executive Committee of the Hong Kong New Zealand Business Association and a member of the New Zealand Private Equity and Venture Capital Association.
Rebekah Mapson, Associate, Anderson Lloyd
Rebekah is an Associate in our Property and Private Client team. Based out of the Dunedin office, she advises on a number of matters including residential and commercial property transactions, commercial leasing, subdivisions, property matters involving local government legislation (including road stopping and the Public Works Act 1981), and not-for-profit law, including formation and governance of charitable trusts and incorporated societies. Rebekah can also assist in relation to all aspects of estate planning including Wills and enduring powers of attorney, residential care subsidy advice, purchase of retirement village units and occupation rights, and trust related matters including advice on the Trusts Act 2019.
