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Trusts & Estates

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Trusts & Estates

Cryptocurrency and Estate Planning

As virtual currency continues to grow in popularity, estate planners need to understand how virtual assets differ from traditional ones in order to competently advise clients with these types of assets. Download the free Insight Brief, "Planning for Virtual Currencies" to learn more virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!


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