About Us

David Lenz to Present at the March 2020 Education Meeting of the Financial Planning Association® (FPA®) of Northeast Ohio

Tuesday, March 10, 2020

Join us on March 19, 2020 at the Crowne Plaza Cleveland South 5300 Rockside Rd, Independence, OH 44131, where Dave's topic will be: Is the Cloud Finally Lifting? Recent Developments in Planning for and Administering Digital Assets.

This presentation will provide background and an overview of the new Ohio laws governing how fiduciaries can access digital assets, practical tips for how individuals can plan in advance to address these assets, recent Court rulings interpreting the statutes providing fiduciary access to digital assets, and an overview of the unique planning and administration challenges posed by Bitcoin and other cryptocurrencies.

Click here for additional information and to register.

Awards & Recognition

ACTEC Primerus Worlds Finest Law Firms Super Lawyers