Скачать или смотреть No Need to Fear: How Do Digital Assets Factor into Planned Giving?

Are digital assets the “unknown unknowns?” In a timely discussion with host Grant Miller, Sharpe Group technical consultant Chris Woehrle sheds some light on the role they can play in estate planning and planned giving.

Panelist info:

Host Grant Miller is an award-winning creative writer and senior editor with Sharpe Group.

Chris Woehrle, JD, LLM is a technical consultant for Sharpe Group, writing and editing our advisory communications. A magna cum laude graduate of Cornell University, Chris earned his JD and LLM (Taxation) from the Widger School of Law at Villanova University, where he is a member of the Graduate Tax Program Advisory Board. He also teaches charitable gift planning and principles of wealth management in the LLM taxation program.