3rd General Meeting - January 28, 2021 - Webinar

Date: Thursday, January 28, 2021
Time: 11:45am - 1:00pm
Location: Webinar
Speaker: Lauren A. Galvani, J.D., LL.M. (Taxation), Snyder & Snyder, P.A.

Fiduciary Issues with Cryptocurrency

Lauren A. Galvani, J.D., LL.M. (Taxation)
Snyder & Snyder, P.A.

As clients seek to cash in on the exciting prospects of cryptocurrency, their fiduciaries must proceed with extreme caution. Used properly and with the appropriate instruction, blockchain technology can provide an indisputable ledger of payments, activities, agreements for a trustee to keep errant beneficiaries at bay in any court proceeding. Lacking the appropriate knowledge, care, and “armor,” this technology is nothing short of hari-kari for an unwise fiduciary. This presentation will discuss blockchain technology in the hands of a fiduciary, traps for the unwary, and protective measures. 

This presentation has applied for 1 hour of continuing education credit

for the following disciplines:

CLE (legal), CFP® (Certified Financial Planners) and CPE(Accountancy)

This Webinar is complimentary for Members, Non Members & Guests!*
*Note: Continuing Education Credit is only available for Members

Please register in advance for this meeting


Two days before the meeting, you will receive an email 
containing information about joining the meeting

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