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Webinar: Intersection of Estate Planning and Crypto Assets

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June 8, 2022 @ 12:00 pm 1:00 pm

1 Participatory MCLE Credits; 1 Legal Specialization in Estate Planning; Trust & Probate Law

This timely and practical session will explore crypto assets generally and estate planning with crypto assets, including the unique legal issues of these assets plus succession issues for private keys.  With more and more clients owning crypto assets – and with many of these assets having significant value – this is critical information for all practitioners.

Speaker: Jonathan Mintz

CLA Member Price – $55.00
Non-CLA Member Price – $75.00

Jonathan A. Mintz, J.D., lives in Evergreen, Colorado, and splits his time between Colorado and Southern California. Jonathan focuses on the areas of estate planning, long-term trust design and implementation, asset protection and inheritance preservation planning, planning for crypto assets and cryptocurrencies, strategies to enhance client privacy, and strategic international tax planning. He has an extensive clientele of affluent individuals and families with diverse domestic and international interests, including several ultra-affluent families with significant crypto holdings. Jonathan is a frequent author and regular national speaker as well as a member of the California Bar Association, the Society of Trust & Estate Practitioners (STEP), and WealthCounsel. Prior to his career at Evergreen Legacy Planning, Jonathan taught Estate Planning as an adjunct professor at the Chapman University Fowler School of Law, and he served as chair of STEP-Orange County. Away from work, Jonathan and his wife are avid cyclists who enjoy combining world travel and cycling.

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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