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ARTICLE · 24 MAY 2023

Podcast: Trust And Estate Planning For Digital Assets In Bermuda

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In our latest "Tech Talks" podcast, Appleby Bermuda partners Jerome Wilson (Head of Technology & Innovation), Vanessa Schrum (Head of Private Client & Trusts) and Hannah Tildesley (Head of Trusts Disputes)...

BermudaWealth Management

EPISODE BACKGROUND

BERMUDA SHORTS – TECH TALKS S01 E13

In our latest "Tech Talks" podcast, Appleby Bermuda partners Jerome Wilson (Head of Technology & Innovation), Vanessa Schrum (Head of Private Client & Trusts) and Hannah Tildesley (Head of Trusts Disputes) dive into the world of digital assets as they relate to trusts.

The trio look at digital assets from two angles – first from the consumer perspective and how you can estate plan if you hold crypto or have other digital assets. What are some of the things you need to keep in mind as you plan for your estate and want to have succession of the assets.

Second, they discuss from a trustee perspective, both as trustee as an individual, and as a trustee that is a professional services company. What things do you need to keep in mind as you provide services to the trust.

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