• videocam On-Demand Webinar
  • signal_cellular_alt Intermediate
  • card_travel Estate Planning
  • schedule 90 minutes

Planning for Cryptocurrency Investors: Estate Planning, Asset Protection, and Investments

About the Course

Introduction

This CLE/CPE course will provide estate planning and business attorneys with an in-depth analysis of challenges for cryptocurrency investors. The panel will discuss recent developments in federal regulations for cryptocurrency and the impact on estate planning, asset protection, and investment management, as well as explore effective transaction structures and planning techniques to manage issues related to owning and investing in cryptocurrency.

Description

Cryptocurrency is considered personal property in the eyes of the IRS. These crypto assets will be part of an individual's estate, forcing estate planning and business counsel to consider various factors in planning for transfer and management of crypto assets.

For estate planning purposes, cryptocurrency is taxed similarly to real estate or stock. In contrast, a sale or exchange can lead to capital gains or losses that must be reported on tax returns. Estate planning and tax advisers must consider this tax treatment when documenting gifts, utilizing trusts, and structuring transactions. Unique planning factors apply to cryptocurrencies that counsel must consider, such as the rules regarding the custody, security, and accessibility of digital assets; the Uniform Prudent Investor Act; and complex tax regulations.

Listen as our panel discusses the impact of crypto assets on estate planning and investment management that may arise, as well as offers essential techniques for the effective protection and administration of these types of assets.

Presented By

Michael S. Arlein
Partner
Patterson Belknap Webb & Tyler LLP

Mr. Arlein is Chair of the firm's Trusts and Estates group and the firm’s practice group devoted to Founders & Entrepreneurs and has been with the firm since 2000. He focuses his practice on estate and tax planning for high-net-worth individuals and families, including founders and entrepreneurs, Wall Street professionals, principals at venture capital and private equity firms and hedge funds, real estate developers, corporate executives, professional athletes, entertainers and artists. A former investment banker, Mr. Arlein brings to his client's insight and business sense that distinguishes him among lawyers. He works closely with clients and their other trusted advisors to identify their objectives and provide creative and practical solutions designed to meet their specific goals. Collaborating with lawyers from the firm's other practice areas, Mr. Arlein often serves as "general counsel" for his clients, coordinating all of their personal legal needs.

Matt E. Kirk
Attorney
Holland & Knight LLP

Mr. Kirk is a private wealth services attorney in Holland & Knight's Atlanta office. He focuses his practice on designing and implementing sophisticated wealth planning and transfer strategies for high-net-worth individuals that often combine objectives of tax minimization, wealth preservation, succession planning and business planning. Mr. Kirk works in close collaboration with individual clients, their family offices, other existing investment and tax advisers to understand each client's current individual circumstances, identify current and future planning needs, and execute a strategic plan that fulfills client objectives while maximizing wealth planning opportunities at a lowered personal, legal and accounting risk.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, October 1, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. IRS compliance and reporting for cryptocurrency assets

II. Estate planning issues particular to cryptocurrency

III. Asset protection for cryptocurrency

IV. Structuring investments to manage crypto assets

The panel will review these and other key issues:

  • Addressing estate planning issues for cryptocurrency
  • Effective asset protection techniques for crypto assets; use of domestic and international trusts
  • Best practices and key considerations to ensure effective management
  • Tools for establishing pooled cryptocurrency investments