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The challenge isn’t that your planning toolkit is outdated.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.
ABOUT THE GUESTS
Matt McClintock brings over two decades of experience as an estate planning attorney. In 2024, he retired from the practice of law to focus fully on his work as a wealth strategist and co- founder of Bespoke Group, where he designs bespoke wealth systems for ultra-affluent families, helping them create order out of chaos.
With nearly a decade spent teaching estate planning law to attorneys nationwide, Matt is widely recognized for his ability to guide clients through the human and strategic dimensions of wealth with clarity, confidence, and discretion.
A pioneer in applying traditional legal frameworks to Bitcoin and digital-asset wealth, Matt’s work centers on sovereignty, privacy, and multigenerational planning for globally mobile families navigating an entirely new asset class.
Kyle Lawrence is a Partner in the Corporate & Securities Practice Group at FRB, and a member of the firm’s Digital Assets Practice. He advises clients on a wide range of corporate and transactional matters, including private placements, mergers and acquisitions, joint ventures, and strategic structuring across complex business and investment landscapes. Kyle works closely with founders, operators, and investors to navigate legal and regulatory considerations, with a growing focus on the integration of digital assets into corporate and private capital frameworks.
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