DEPC Meeting: Estate Planning with Crypto Assets
Please join DEPC for our upcoming seminar:
Estate Planning with Crypto Assets
The Program:
Crypto assets have quietly become a meaningful part of many estates, yet most estate plans still aren’t built to handle them. Unlike traditional investments, crypto assets often don’t come with transfer on death (TOD) instructions. If private keys are lost or access instructions are unclear, assets can be permanently inaccessible, even to rightful heirs.
Crypto assets are controlled by code, not institutions, and many standard estate planning tools weren’t designed with that reality in mind. Wills, trusts, and powers of attorney can fail if they don’t properly address custody, access, and operational control of digital assets.
As adoption grows and regulatory clarity improves, crypto is moving from a speculative holding to a long-term component of personal and family wealth. Without intentional planning, families risk unnecessary loss, delays, tax inefficiencies, and legal disputes.
The session outlines the key considerations for integrating crypto into an estate plan, focusing on access, governance, tax consequences, and practical execution so that digital wealth can be transferred as intended.
Presented By:
Nikolaus R. Fahrer, CPA, is the Blockchain & Digital Assets Practice Leader and is a Director in Forvis Mazars’ National Office.
With a career spanning more than 10 years, his expertise encompasses serving a broad spectrum of clients, including crypto-native companies, traditional financial institutions, fintech firms, hedge funds, corporate crypto miners, and high net worth individuals.
Nik’s professional involvement is further demonstrated by his active roles in the AICPA Digital Asset Tax Task Force, Center for Audit Quality Digital Asset Task Force and Wall Street Blockchain Alliance. Nik is a frequent contributor of digital asset thought leadership and public speaking opportunities and is a Bloomberg published author. As a part of the AICPA Digital Asset Tax Task Force, Nik has been instrumental in advocacy efforts toward digital asset tax guidance in the U.S.
He also supports the Missouri Bankers Association, Kansas Bankers Association, and other local and national banking industry groups through training and speaking engagements.
Nik is a member of the American Institute of CPAs while maintaining active CPA licenses in Colorado, Indiana, and Texas.
He is a graduate of University of Evansville, Indiana, with B.S. degrees in accounting and management information systems.
The meeting begins with networking and drinks and appetizers at 4:00 p.m. The presentation will begin at 5:00 p.m.
Members are invited to bring guests. Guests may attend their first meeting free of charge and for a $35 fee for subsequent meetings. Printed copies of the presentation will not be available at the meeting. If available, a copy of the presentation will be posted on the website.
You are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at stephanie@nonprofitadmin.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com
