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Overview
Don't Let Cryptocurrency Assets Catch You Off Guard
Get up to speed on the latest cryptocurrency rules in just one hour! In this guide tailored specifically for trusts and estates attorneys, our esteemed faculty delve into new IRS enforcement and compliance trends for crypto-holding trusts, evolving fiduciary responsibilities for cryptocurrency assets, and more. Stay on the cutting edge - register today!
- Review the different types of cryptocurrencies.
- Hear regulatory updates concerning crypto assets in estate planning.
- Keep up to date on evolving fiduciary standards for crypto assets.
Abbreviated Agenda
- Different Types of Cryptocurrency: 2026-2027 Guide
- Crypto and Other Digital Assets in Estate Planning - The Latest Regulatory Developments
- IRS Reporting, Enforcement, and Compliance Trends for Crypto-Holding Trusts
- Managing Cryptocurrency Assets: Changing Fiduciary Standards
- Access and Digital Wallets in Estate Administration
- Best Practices for Drafting Cryptocurrency Provisions in 2026-2027
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 06-01-2028 |
| Alabama CLE |
|
1 Total | 12-31-2026 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 06-01-2028 |
| California CLE |
|
1 Total | 06-01-2028 |
| Colorado CLE |
|
1 Total | 12-31-2028 |
| Connecticut CLE |
|
1 Total | 06-01-2028 |
| Delaware CLE |
|
1 Total | 06-01-2028 |
| Florida CLE |
|
1 Total | 12-31-2027 |
| Georgia CLE |
|
1 Total | 12-31-2027 |
| Hawaii CLE |
|
1 Total | 06-01-2028 |
| Iowa CLE |
|
1 Total | 06-01-2027 |
| Illinois CLE |
|
1 Total | 05-31-2027 |
| Indiana CLE |
|
1 Total | 06-01-2027 |
| Kansas CLE |
|
1 Total | 05-31-2027 |
| Kentucky CLE |
|
1 Total | 06-30-2026 |
| Maine CLE |
|
1 Total | 05-30-2028 |
| Minnesota CLE |
|
1 Total | 06-01-2028 |
| Missouri CLE |
|
1.2 Total | 06-01-2028 |
| Northern Mariana Islands CLE |
|
1 Total | 06-01-2028 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 06-01-2029 |
| North Carolina CLE |
|
1 Total | 02-28-2027 |
| North Dakota CLE |
|
1 Total | 06-01-2029 |
| Nebraska CLE |
|
1 Total | 06-01-2028 |
| New Hampshire CLE |
|
1 Total | 06-01-2029 |
| New Jersey CLE |
|
1.2 Total | 03-10-2027 |
| New Mexico CLE |
|
1 Total | 06-01-2028 |
| Nevada CLE |
|
1 Total | 06-01-2029 |
| New York CLE |
|
1 Total | 06-01-2029 |
| Ohio CLE |
|
1 Total | 12-31-2026 |
| Oklahoma CLE |
|
1 Total | 06-01-2028 |
| Pennsylvania CLE |
|
1 Total | 06-01-2028 |
| Rhode Island CLE |
|
1 Total | 06-30-2026 |
| Tennessee CLE |
|
1 Total | 05-31-2028 |
| Texas CLE |
|
1 Total | 05-31-2027 |
| Utah CLE |
|
1 Total | 12-31-2026 |
| Virginia CLE |
|
1 Total | 10-31-2026 |
| Vermont CLE |
|
1 Total | 06-01-2028 |
| Washington CLE |
|
0 Total | |
| Wisconsin CLE |
|
1 Total | 12-31-2027 |
| West Virginia CLE |
|
1.2 Total | 06-01-2028 |
| Wyoming CLE |
|
1 Total | 06-02-2027 |
Select Jurisdiction
CLE
Agenda
-
Cryptocurrency Rules Update for Trusts and Estates Attorneys
- Different Types of Cryptocurrency: 2026-2027 Guide
- Crypto and Other Digital Assets in Estate Planning - The Latest Regulatory Developments
- IRS Reporting, Enforcement, and Compliance Trends for Crypto-Holding Trusts
- Managing Cryptocurrency Assets: Changing Fiduciary Standards
- Access and Digital Wallets in Estate Administration
- Best Practices for Drafting Cryptocurrency Provisions in 2026-2027
Who Should Attend
This program is designed for attorneys. Accountants, fiduciaries, trustees, wealth managers, and paralegals may also benefit.
Speakers
Speaker bio
Gregory M. Karch
is the founding shareholder of Venturly Law, P.A., a Tampa-based boutique law firm focused on business transactions, private capital raises, securities regulation, digital asset law, and wealth preservation. He advises founders, investors, private companies, and high-net-worth individuals from entity formation through exit, with growing experience in business succession planning, asset protection, and estate planning. Mr. Karch is also the founding manager of Blocadia Capital, LLC, a private investment fund focused on distributed ledger technologies; the founder of Sovranty LLC, a blockchain development studio; and the founder of TangerineRWA, a platform for on-chain real estate transactions. He has been active in the blockchain and digital asset space since 2013 and was among the first attorneys in the United States to publish legal scholarship on Bitcoin regulation in 2014. Mr. Karch earned his LL.M. in Business Transactions from the University of Alabama School of Law and his J.D., cum laude, from Florida A&M University College of Law, where he served as an editor of the FAMU Law Review. He holds a Master of Public Administration from Troy University and a Bachelor of Arts from Colorado State University. He served in the United States Navy prior to law school and has been licensed to practice law in Florida since 2016. Mr. Karch has produced CLE programming on cryptocurrency law for the National Business Institute and is a member of the Florida Bar Association’s Business Law Section and the Hillsborough County Bar Association.
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