• videocam Live Webinar with Live Q&A
  • calendar_month October 1, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Intermediate
  • card_travel Estate Planning
  • schedule 90 minutes

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

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Discount expires 9/17/26

This course is $0 with these passes:

CLE
CPE
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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.

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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.

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Credit Information

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

  • CPE credit is not available on recordings.

  • BARBRI is a NASBA CPE sponsor and this 90-minute webinar is accredited for 1.5 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, October 1, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. IRS enforcement for cryptocurrency assets

II. Estate planning issues particular to cryptocurrency

III. Asset protection for cryptocurrency

IV. Hedge fund regulation and management for cryptocurrency

V. 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

Learning Objectives

After completing this course, you will be able to:

  • Recognize key IRS areas of focus for the tax treatment of cryptocurrency assets
  • Ascertain estate and tax planning techniques for transferring or gifting cryptocurrency assets
  • Understand key asset protection planning strategies for cryptocurrency
  • Ascertain tax planning techniques when structuring investments in crypto assets
  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of pass-through taxation, including taxation of partnerships, S corporations and sole proprietorships, qualified business income, net operating losses and loss limitations; understanding of estate, gift and trust taxation including various trusts types, the unified credit, and portability.

BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .