Sun, Sand, Section 68…and Satoshi: Estate Planning Developments on the Gulf - Speaker Meeting

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We will welcome back to the EPC of Naples Speaker Meeting on May 13, 2026 to share on his topic:
Sun, Sand, Section 68…and Satoshi: Estate Planning Developments on the Gulf
As many clients prepare to head north for the summer, the tax code isn't heading north with them—bringing changes that quietly reshape planning outcomes. And unlike a seasonal home, their digital assets travel just fine: accessible anywhere, yet among the hardest things to pass on when the time comes. This fast-paced session covers what estate planners need to know right now—key legislative and regulatory developments, and a practical look at digital assets: what they are, why they're an estate planning problem hiding in plain sight, and how to help clients get ahead of it with purpose and precision.
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