Digital Asset Estate Planning and Tax Strategies: Advanced Structures for Crypto Wealth Management | Crypto Law Summit
As crypto wealth reaches generational transfer points, traditional estate planning frameworks are proving inadequate for digital assets. This critical session will equip high-net-worth families, their advisors, and crypto entrepreneurs with sophisticated strategies to protect, transfer, and optimize crypto wealth across generations while navigating complex custody, tax, and regulatory challenges.
🔑 What You'll Learn
Securing Digital Asset Succession Planning
Essential documentation strategies where "keys are the asset" - preventing millions from being lost forever
Implementing multisig custody solutions with family members, professional fiduciaries, and advisors
Creating bulletproof instructions for executors to identify, secure, and value crypto holdings
Maximizing QSBS Benefits for Crypto Companies
Structuring blockchain startups to preserve Section 1202 tax advantages worth up to $10 million per founder
Avoiding common organizational mistakes that disqualify crypto companies from QSBS benefits
Strategic timing considerations for fundraising and token compensation structures
Advanced Trust Structures for Crypto Investment
Implementing directed trusts and LLC structures to solve custody and control challenges
Setting up trusts in jurisdictions that allow diversification requirements to be waived
Governance frameworks for trustees managing volatile digital asset portfolios
Tax-Optimized Gifting and Transfer Strategies
Overcoming "donor control" issues when gifting crypto for tax planning
Valuation techniques for estate and gift tax purposes
Navigating complex estate and gift tax audits involving digital assets
🎤 Featured Speaker: Michael S. Arlein, Esq. | Chair, Trusts & Estates | Patterson Belknap Webb & Tyler LLP
Michael Arlein is one of the nation's leading estate planning attorneys for crypto entrepreneurs and high-net-worth families. As chair of his firm's practice group devoted to Founders & Entrepreneurs, he has guided numerous venture-backed crypto companies through sophisticated wealth transfer planning.
A former investment banker turned estate planning specialist, Michael brings unique business insight to complex crypto wealth management challenges. He's a Guest Lecturer at Columbia Business School on Wealth Management for High Net Worth Clients and serves on multiple professional advisory councils including the New York-Presbyterian Planned Giving Advisory Council.
🎯 Perfect For
High-net-worth families with significant crypto holdings
Estate planning attorneys advising crypto clients
Wealth managers and family office professionals
Crypto entrepreneurs preparing for liquidity events
Trust officers and fiduciaries managing digital assets
Tax professionals specializing in digital asset planning
💡 Key Takeaway Learn why traditional estate planning approaches fail with crypto assets and discover the specific legal structures and documentation strategies that protect generational wealth in the digital asset era.
Duration: 60 minutes (45 min presentation + 15 min Q&A)
Format: Live interactive session with case studies and Q&A
About Crypto Law Summit
The Crypto Law Summit is a premier educational series bringing together leading legal experts, industry pioneers, and regulatory specialists to navigate the complex legal landscape of digital assets and blockchain technology. Through our comprehensive webinar series and exclusive events, we provide essential insights for crypto entrepreneurs, legal professionals, investors, and compliance officers operating in the rapidly evolving digital economy.
Our expert-led sessions cover critical topics including regulatory compliance, securities law, tax implications, intellectual property protection, cross-border transactions, and emerging legal frameworks that shape the future of cryptocurrency and blockchain ventures. Each event features renowned attorneys from top-tier law firms, regulatory experts, and industry thought leaders who share practical strategies and real-world case studies.
Whether you're launching a DeFi protocol, navigating token offerings, structuring DAOs, or preparing for public markets, the Crypto Law Summit equips you with the legal knowledge and strategic guidance needed to build compliant, sustainable digital asset businesses in today's regulatory environment.
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Interested in speaking? If you're a legal expert in the web3/AI space and would like to share your expertise through our webinars and events, please reach out to [email protected]