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Decoding the Digital Estate: Best Practices for Preserving and Recovering Cryptocurrency Wealth

  • Tuesday, May 20, 2025
  • 7:15 AM - 9:00 AM
  • 2800 West Higgins Road, Hoffman Estates, IL
  • 31

Registration

  • Each NWSEPC Member may bring one guest per year for free.
Register



Bill Ulivieri 

Owner and Managing Director

Cenacle Capital Management, LLC




Register Today!

Having a digital footprint complicates estate planning. "Do I have a key to mom's apartment?" is no longer a simple question to ask when someone passes away. It may be as simple as: "What happens when a family member has been cremated, and afterward, it is discovered their smartphone was locked with a fingerprint or biometric facial scanner?". Recovering assets, particularly Bitcoin and cryptocurrency, is getting increasingly difficult as more people choose to receive their statements or notifications by email or text and use their phones to pay bills or manage their lives.

Bill Ulivieri, author of The Essential Estate Professionals Toolkit for Recovering Cryptocurrency will discuss the critical need for estate planning professionals to develop expertise in managing digital assets, ensuring they can effectively serve their clients in the evolving digital landscape.

Program Schedule

  • 7:15 am – Check-in/Breakfast
  • 7:50 am – Welcome/Introductions
  • 8:00 am – Presentation and Q&A
  • 9:00 am – Announcements and Adjournment

The meeting will be held in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building at 2800 W. Higgins Road, Hoffman Estates.

Learning Objectives (intermediate level of complexity)
After attending this meeting, attendees will be able to do the following:
  • Estate Planning: Explain property titling, incapacity planning, and postmortem techniques.
  • General Principles of Financial Planning: Explain the importance of information gathering and the financial planning process.
  • Psychology of Financial Planning: Recognize crisis events and identify appropriate client communication.
  • Tax Planning: Explain and understand income taxation of trusts and estates on recovered cryptocurrency


CPE, CFP and CLE Credit = 1 hour (pending)

Registration
Registration closes on Friday, May 16. An email with a link to download the handout will be sent before the meeting.

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