Digital Assets and Rewards (Loyalty) Programs: Financial Advisor Essentials

By AGF Management Limited

Link to the course

In today’s world, estate planning includes planning for your client’s digital assets.

In this video, Michael Kulbak of Kulbak Trust Solutions helps financial advisors understand the importance of planning for digital assets, as well as reward program points, and what hurdles can arise related to these assets.

Kulbak defines digital assets — email, stored photos, online banking access, websites, cryptocurrency, e-books, social media activity and more — and he presents the challenges that executors and fiduciaries face when dealing with these assets.

Topics covered include valuation, tax implications, distribution, estate administration complexities and planning opportunities. The course also includes case studies that illustrate the importance of planning for digital assets and rewards program points