Onramp Webinar Series E002: Bitcoin Inheritance Planning with Amanda Kita
Episode description
The Onramp Webinar Series is a dedicated forum for investors to learn about the fundamental merits of the bitcoin thesis, the asset's custodial considerations, & more.
In this session, originally recorded on May 22, 2024, Onramp's Head of Private Wealth, Cam Stromme, is joined by Amanda Kita, Attorney at Stradley Ronon, to discuss the topic of bitcoin inheritance planning for ~45 min, with the remaining ~15 min designated for audience Q&A.
0:00 - Intro to bitcoin inheritance planning
3:47 - Key management & custodial considerations
14:43 - A message from Onramp
15:14 - Legal title, taxes, & estate planning
27:38 - Different forms of trusts
33:14 - Powers of attorney & asset management
36:10 - Gifting, tax planning, & step-up in basis
40:01 - Additional estate planning considerations
44:35 - Audience Q&A
1:00:37 - Outro
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