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

Recording of a 90-minute CLE/CPE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Thursday, October 19, 2023

Recorded event now available

or call 1-800-926-7926

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.


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 the 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. Counsel must consider unique planning factors that apply to cryptocurrencies, 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 and offers essential techniques for the effective protection and administration of these types of assets.



  1. IRS enforcement for cryptocurrency assets
  2. Estate planning issues particular to cryptocurrency
  3. Asset protection for cryptocurrency
  4. 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 critical considerations to ensure effective management
  • Tools for establishing pooled cryptocurrency investments


Herren, Jaime
Jaime B. Herren

Holland & Knight

Ms. Herren is a private wealth services attorney in Holland & Knight's San Francisco office. She is a...  |  Read More

Kirk, Matt
Matt E. Kirk

Holland & Knight

Mr. Kirk is a private wealth services attorney in Holland & Knight's Atlanta office. He focuses his...  |  Read More

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. CPE credit is not available on recordings. All formats include course handouts.

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