Planning for Cryptocurrency Investors: Estate Planning, Asset Protection, and Investments
Recording of a 90-minute CLE/CPE video webinar with Q&A
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 the impact of cryptocurrency 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.
Outline
- IRS enforcement for cryptocurrency assets
- Estate planning issues particular to cryptocurrency
- Asset protection for cryptocurrency
- Structuring investments to manage crypto-assets
Benefits
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 critical considerations to ensure effective management
- Tools for establishing pooled cryptocurrency investments
Faculty
Jaime B. Herren
Attorney
Holland & Knight
Ms. Herren is a private wealth services attorney in Holland & Knight's San Francisco office. She is a... | Read More
Ms. Herren is a private wealth services attorney in Holland & Knight's San Francisco office. She is a litigator, patent attorney and experienced trial attorney whose practice focuses on managing complex assets, technology, digital assets and intellectual property (IP) for individuals, from wealth and tax planning to litigation and licensing. Ms. Herren assists clients in maximizing asset value for themselves and their next generation or charities of their choosing. Her experience includes high-value trust litigation and IP litigation in state and federal courts. Ms. Herren values business ideals and advocates for early implementation of dispute avoidance and resolution strategies. She represents individuals and fiduciaries who manage unique assets – including trademarks, rights of publicity and cryptocurrencies. Ms. Herren views wealth planning as pre-conflict resolution. She is well versed in all aspects of state and federal trial practice, including representation before governing tax bodies and disputes involving high-net-worth trusts or estates.
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Matt E. Kirk
Attorney
Holland & Knight
Mr. Kirk is a private wealth services attorney in Holland & Knight's Atlanta office. He focuses his... | Read More
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.
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