The Intersection of Estate Planning and Crypto

Join us for a special guest edition of KrauseCAST featuring Matthew McClintock, J.D., of Evergreen Legacy Planning LLP!

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 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