Crypto Currency in Estate Planning and Beyond

Brent chats with Karin Prangley and Ross Bruch about the details of crypto currencies in estate planning. They get into how crypto has changed over time, the challenges of managing it and administering it, and specific techniques where it is useful for planning. They also give real life examples and share tips from the trenches.

Karin Prangley is a Senior Wealth Planner in the Chicago Private Banking office of Brown Brothers Harriman. She has spent her entire career advising successful individuals and business owners on the preservation of wealth. Karin’s particular expertise ranges from saving income and estate taxes on the sale of a business, to assisting clients with the achievement of their philanthropic goals, to preparing the next generation to inherit liquid wealth or a going-concern family business. Karin also serves as a valued member of her clients’ advisory teams by coordinating the legal and tax structure of her clients’ assets and family offices.

Prior to joining the firm in 2014, Karin was a Partner in private legal practice at the estate planning and administration group of Krasnow Saunders LLP and an Associate in the trusts and estates groups of Arnold & Porter LLP and Winston & Strawn LLP. Karin is a fellow of the American College of Trust and Estate Counsel, an elite trusts and estates organization where admission is based on professional reputation, expertise in tax law, and contribution to the legal field. She received a B.A. (summa cum laude) from Mount St. Mary’s University and a J.D. from the University of Virginia School of Law, where she was elected to the Order of the Coif and was published in the Virginia Tax Review.

Ross Bruch is a Senior Wealth Planner in the Philadelphia office of Brown Brothers Harriman, where he works with and advises successful individuals and business owners on the preservation, growth and transfer of wealth. Prior to joining the firm in 2017, Ross was in private legal practice at a large Philadelphia law firm where he focused on estate and gift tax planning, tax-exempt organizations and closely held business succession planning.

In an effort to enhance his ability to help his clients and their families thrive, Ross recently obtained a master’s degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.

Karin can be found here Karin Prangley (bbh.com)

Ross can be found here Ross Bruch (bbh.com)

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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