Estate Planning with Difficult Assets
October 29, 2021
12:00 - 2:30 pm
2.0 CFP CEs

Three attorneys will discuss estate planning with difficult assets, such as cryptocurrency, mineral rights and more. Cryptocurrencies are being purchased by individuals alongside ordinary investment assets. Ownership of crypto assets has exploded over the past five years and is predicted to continue growing in popularity. Over the same period, private ownership of mineral interests has expanded enormously in conjunction with the shale gas boom. Despite the slowing market in 2020, private mineral owners are estimated to have received over $22 billion in direct compensation over the past year. As the number of individuals owning these difficult assets continues to grow the estate planning issues multiply.

• What kinds of authorization do fiduciaries need to deal with cryptocurrencies?
• What happens to crypto assets when the owner dies without conveying ownership?
• How are mineral assets valued and conveyed?
• How can mineral interests be used for long term succession planning?

Learn why special consideration may be required for some of these assets and gain tools you can use to address these issues.

A Panel Discussion with

Griffin Bridgers, Hutchins & Associates LLC
Griffin Bridgers is a partner at the law firm of Hutchins & Associates LLC in Denver, Colorado, where he specializes in tax and estate planning for ultra-high net worth families and individuals.  Griffin also helps independent RIA firms break away from a purely referral-based relationship with estate planners, by exploring trends and business solutions for integrating estate planning into their service offerings.  He taught for the College for Financial Planning as an adjunct instructor for 10 years, and produces tax and estate planning content on YouTube and contributes to a number of publications, continuing education providers, and estate planning councils. 
 

Peter J Hack, PH Law Partners LLC
Peter founded PH Law Partners LLC in 2020 to continue his 20-year career in mineral resources law. Following graduation from the Washington College of Law at American University, Peter began his career clerking for Magistrate Judge Beth Gesner at the United States District Court for the District of Maryland, and for Judge Michael Murphy on the United States Court of Appeals for the Tenth Circuit. He then became an associate at Davis, Graham and Stubbs, LLP in the Natural Resources Department. Peter’s practice there concentrated on oil and gas transactional work and litigation, including oil and gas title examination. Peter also advised clients on federal Indian law and hard rock mining issues. In September of 2008, Peter began work for Colorado Attorney General’s office as an Assistant Attorney General in the Division of Reclamation, Mining and Safety. Peter’s work focused on permitting, rulemaking and enforcement issues for hard rock mines, construction materials operations, and coal mining operations. In 2010, Peter joined Jon Tjornehoj to help to manage and grow a boutique law firm on the front range in Colorado, focused on mineral resources management. Peter is licensed to practice law in federal and state courts of Colorado and North Dakota.  

Kylie Lovell, PH Law Partners LLC
Kylie Lovell is a private attorney, based in the Denver metro area and licensed in Colorado and Texas.  For the last several years, Kylie's practice has focused on mineral title and issues related to real property.  Kylie couples her knowledge of real property law with her background in civil litigation, estate planning, and probate to provide unique solutions to real property disputes and asset management.

More information coming soon!

Tickets

$40.00 Nonmembers

$20.00 FPA Non Members/ Partners