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
Joel J.H. Funk
Shareholder
Hart David Carson
Mr. Funk is a transactional corporate attorney representing companies, entrepreneurs, and start-ups in connection with... | Read More
Mr. Funk is a transactional corporate attorney representing companies, entrepreneurs, and start-ups in connection with mergers and acquisitions, corporate reorganizations and structures, joint ventures, strategic partnerships, asset protection, non-profits, and other corporate governance matters.
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M. Lisa Odom
Founder and Managing Shareholder
Odom Law Group
Ms. Odom has over 17 years of substantial and sophisticated experience working with individuals, families, and small... | Read More
Ms. Odom has over 17 years of substantial and sophisticated experience working with individuals, families, and small and mid-sized businesses with respect to estate planning, trust administration and probate matters, contracts and business law matters, business formation & dissolution, asset sales and stock purchasing agreements, commercial and retail leasing matters, trademarking matters and complex real estate transactions. She has represented multi-million dollar projects at high-profile law firms in Los Angeles. Ms. Odom has extensive experience representing large financial institutions and energy companies performing negotiations, extensive due diligence, preparing loan agreements, construction and various other types of real estate agreements, leases and permitting documents, and reviewing entitlements. She has worked with a national retail change for over 8 years as their outside general counsel.
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