If you haven’t heard of the Bored Ape Yacht Club, this presentation is for you! Gen
X/Y/Z clients have different goals and objectives, and their assets often look vastly
different than that of their parents. Planning for assets such as cryptocurrency,
non-fungible tokens (NFTs), digital assets, and Qualified Small Business Stock
(QSBS) - while providing maximum flexibility for circumstances that are likely to
change over the clients’ remaining lifetimes - will be addressed. Be prepared to
learn about the planning and tax implications and fiduciary considerations of
navigating the virtual currency ecosystem and metaverse, and planning
considerations unique to next-generation clients.