Upcoming Events
Prev MonthPrev Month Next MonthNext Month
The Intersection of Estate Planning and Crypto
Wednesday, March 30, 2022, 11:30 AM - 1:30 PM EDT
Category: Events

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 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, and trust administration issues to be addressed for the client who holds - or who someday may hold - crypto in their estate.

Location:  Charlotte Marriott SouthPark*

*A virtual option and a door dash gift card are included with registration for those members who cannot attend in person.

Program Sponsored By:
Speaker: Matthew T. McClintock, JC
Matt is a founding partner of Evergreen Legacy Planning LLP. Evergreen Legacy Planning LLP is a law firm based in Evergreen, Colorado serving ultra-affluent clients worldwide to design and implement legal strategies that address both the quantitative tax outcomes and qualitative, value-driven outcomes that are most important to clients. Matt has a special interest in helping clients plan for complex or unusual assets, as well as helping families preserve and protect wealth for future generations. Matt’s creative approach to the initial design and subsequent implementation of truly tailored strategies is where Evergreen Legacy Planning sets itself apart from traditional law firms or wealth strategists.
Matt’s practice focuses on the areas of estate planning, long-term trust design & implementation, planning for complex and highly-appreciated assets, private trust company formation and operations, domestic and international asset protection, planning for cryptoassets including bitcoin, Ether and other commodity tokens, stable tokens, decentralized finance (DeFi) yield farming, nonfungible tokens (NFTs), and related blockchain and other emergent technologies.