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

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

Conducted on Tuesday, March 23, 2021

Recorded event now available

or call 1-800-926-7926

This CLE course will provide estate planning and business attorneys 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 transfer and management of crypto-assets.

For estate planning purposes, cryptocurrency is taxed similar 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. Unique planning factors apply to cryptocurrencies that counsel must consider, 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, as well as 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. Hedge fund regulation and management for cryptocurrency
  5. 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 key considerations to ensure effective management
  • Tools for establishing pooled cryptocurrency investments


Dzuba, Peter
Peter Dzuba

Dzuba Law

Mr. Dzuba practices in the areas of business law, in particular setting up a variety of pooled investment funds,...  |  Read More

Harris, S. Blake
S. Blake Harris

Managing Attorney
Mile High Estate Planning

Mr. Harris assists clients with wills and trusts, asset protection, and probate. His extensive experience helping...  |  Read More

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Strafford will process CLE credit for one person on each recording. All formats include course handouts.

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