Trusts and Estates

Season 3, Episode 5: e-State Planning for Bitcoin and Other Crypto Assets

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In January of 2009, the infamous and anonymous Satoshi Nakamoto launched the Bitcoin Network. Bitcoin is the first cryptocurrency, which is a digital asset that lives on a decentralized public ledger, also known as the blockchain. Over a decade later, crypto has solidified itself as a legitimate asset class and a major player in the financial space. There are now thousands of different crypto assets—like Ethereum, Litecoin, and even Dogecoin—many of which hold significant value. This has made proper estate planning for crypto even more critical.

Some still might ask though: What is crypto? What is blockchain?  How do crypto owners properly plan for their crypto if they lose capacity or die? Our Guest, Jonathan Mintz, Esq., answers these questions and helps us navigate the intersection of crypto and estate planning!

About Our Guest

Jonathan Mintz, Esq. is a Founding Partner of Evergreen Legacy Planning LLP, a national law firm based in Evergreen, Colorado with offices in Newport Beach, California. Jonathan helps entrepreneurs and crypto-affluent individuals implement complex legal structures that maximize wealth protection and minimize taxes. He is also a Founder of The Bespoke Group, a multifamily office that offers custom-tailored services to crypto-affluent individuals, including providing access to crypto custodians in Switzerland and Liechtenstein.

Jonathan is a frequent national speaker, and he has authored and co-authored articles appearing in some of our industry’s most prestigious publications including the Estate Planning Journal, the AICPA’s Tax Adviser, and the Journal of Financial Service Professionals.

Personally, Jonathan and his wife are both avid cyclists who enjoy combining world travel and cycling. They’ve ridden mountains throughout the United States, Canada, France, Italy, and Switzerland.

You can contact Jonathan at the information in the following link: https://evergreenlegacyplanning.com/

You can find Jonathan’s most recent webinar with the California Lawyers Association on the intersection of estate planning and crypto assets at the following link: https://cla.inreachce.com/Details/Information/188f9fe0-e657-4064-8198-26f28ad0bafa

About Our Host

Kevin Bryce Jackson, Esq. is an attorney in the Private Client and Tax Division at Withers Bergman LLP. Kevin’s practice focuses on Trusts and Estates, with an emphasis on Trusts and Estates Litigation. Kevin is currently a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). You can contact Kevin at the information in the following link: https://www.withersworldwide.com/en-gb/people/kevin-bryce-jackson

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Todd Gajdusek


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