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
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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.
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STEP New York
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