REGISTER: The Intersection of Estate Planning and Crypto

July 13, 2021 | 12:00PM - 1:00PM CDT


Mainstream interest in cryptoasset markets exploded in 2021. Bitcoin and many other cryptoassets increased more than tenfold over the past 12 months, and NFTs (non-fungible tokens) went from a little-known niche to a regular topic in social media and on the nightly news. The headlines and national attention to cryptoassets attracted billions of dollars of new investment, led heavily by traditional investors looking for outsized returns.

Many questions remain regarding estate planning and trust administration when cryptoassets are involved. In this presentation, we will visit the intersection of estate planning and crypto with a focus on:

  • Estate planning strategies that address the tax treatment of crypto
  • Advanced planning strategies and considerations when a client holds crypto
  • Trust and entity funding challenges
  • Trust administration issues to be addressed for the client who holds crypto in their estate

Don’t miss this special guest edition of KrauseCAST!



Matthew McClintock, J.D.

Matthew McClintock, J.D.

Founding Partner
Evergreen Legacy Planning LLP

Matt is a founding partner of Evergreen Legacy Planning LLP, a practice that focuses on helping clients manage their affairs via protective, innovative, and tax-efficient structures. He has a special interest in helping clients plan for complex or unusual assets, along with helping families preserve and protect wealth for future generations.

Recognized by his peers as a “Super Lawyers Rising Star,” Matt is admitted to practice law in Colorado, Wyoming, and Alaska. He frequently speaks and writes on topics including creative leverage of the laws of various jurisdictions, designing and administering complex directed trusts, and planning for cryptocurrencies. He and his family reside in Evergreen, CO.


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KrauseCAST Guest Series


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