COLLECTION 2, EPISODE 3
Planning for Bearer Assets: Bitcoin and the Future of Estate Planning
In this episode, we’re speaking directly to you, the estate planning attorney navigating a new reality: your clients already own Bitcoin, and it’s sitting outside the structures you’ve built.The challenge isn’t that your planning toolkit is outdated. It’s that custody and communication haven’t yet been fully integrated into how you work. Once you understand how these assets are actually held, and how to effectively communicate with a new generation of tech-native clients, you unlock the full power of the structures you already know.In this conversation we walk through how to bring digital assets into your existing frameworks, from revocable trusts to dynasty planning. You’ll hear real scenarios, common pitfalls, and practical approaches to structuring, including trust-to-custodian models, LLC layering, and multisig considerations.The takeaway: this isn’t a new discipline, it is an evolution of your existing one. The opportunity is here. The question is whether you’re ready to say yes.