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Wealth Planning for Bitcoin

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Date and Time

Tuesday, April 21, 2026, 11:45 AM until 1:15 PM

Location

BDO
200 Park Avenue, 38th Floor
New York, NY  10166
USA

Event Contact(s)

Susie Belanger

Category

Lunch Meetings

Registration Info

Registration is required
Payment In Full In Advance Only
Cancellation Policy:
Please note, all registrations are non-cancellable and non-transferable. Please be sure of your attendance before you register. Thank you for your understanding.

About this event

4.21.26

Wealth Planning for Bitcoin


Tuesday, April 21, 2026, 11:45 AM until 1:15 PM

The session outlines the key considerations for integrating crypto into an estate plan, focusing on access, governance, tax consequences, and practical execution so that digital wealth can be transferred as intended.

SPEAKERS


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 with FRB’s Corporate & Securities Practice Group, and with the Digital Assets Practice Group. Kyle’s practice is focused on corporate and private securities matters, serving clients as lead counsel on all types of corporate transactions including private placements, mergers, acquisitions, joint ventures, corporate finance, planning and strategies, licensing, manufacturing, supply, and distribution arrangements. He provides dedicated hands-on personal support to clients from negotiation to closing and beyond.

 

Thank you to our sponsor: BDO (Venue).

Financial Aid Policy and Information
If you would like to receive information on Financial Aid, please click STEP NY Financial Aid Policy.

CLE Credit Information
For attorneys seeing CLE Credit, note that this event is appropriate for both newly-admitted attorneys and experienced attorneys. Attorneys must sign in and out to be eligible to receive credit.

Special Instructions for Registration
After you click the Register Now button to the right, you will be directed to the registration page. Please not attempt to log in. It is not necessary for this platform. Thank you!


STEP New York
step.newyork@step.org

Number of People Who Will Attend

STEP Members
$35.00
Non-members
$50.00
Register Now