Crypto Assets in Estate Planning:
Best Practices for Attorneys and Advisors
As crypto ownership grows, estate planning must evolve. Discover practical strategies to address digital asset custody, avoid common mistakes, strengthen estate plans, and help clients preserve and transfer crypto assets with confidence.
Presentation Summary:
This presentation equips estate planning attorneys and allied professionals with practical guidance for incorporating crypto assets into modern estate plans. Attendees will learn the key differences between self-custody, exchange custody, and institutional custody; common planning mistakes that can result in lost or inaccessible assets; strategies for drafting more effective estate plans involving crypto assets; and best practices for working collaboratively with financial advisors, trustees, fiduciaries, and tax professionals. The session emphasizes practical, real-world planning techniques that help clients preserve and successfully transfer crypto assets across generations.
Learning Objectives:
- Understand the different methods of crypto asset custody and the benefits and risks of each.
- Identify common estate planning and trust administration challenges involving crypto assets.
- Learn best practices for incorporating crypto assets into estate plans.
- Recognize opportunities to collaborate with financial advisors, trustees, fiduciaries, accountants, and other professionals to better serve mutual clients.
About Our Speaker:
Jon Henderson, CFP®, CRPC®, CBDA, is the Founder and Chief Investment Officer of Echo45 Advisors, where he has helped individuals and families navigate complex financial decisions for more than 25 years. He specializes in comprehensive wealth management, retirement planning, trustee services, and integrating investment, tax, and estate planning strategies.
Recognizing the need for a more integrated family office experience, Jon also founded Echo45 Tax and Estate, which brings tax preparation, estate planning, and wealth management together to help clients protect their assets, plan their legacies, and facilitate the transfer of wealth to future generations.
Jon holds the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and the New York Institute of Finance, equipping him to help clients navigate the unique planning considerations surrounding cryptocurrency and digital assets. He works collaboratively with estate planning attorneys, trustees, fiduciaries, CPAs, and other professionals to address complex planning needs and help clients preserve and transfer wealth across generations.
A Special Thanks to Our Event & Wine Sponsor
Meeting Agenda/Schedule
October 1, 2026
6:00pm - Check In, Networking & Reception
6:30pm - Sit Down Plated Dinner
6:45pm- Welcome & Announcements
7:00pm- Speaker Presentation
8:00pm- Event Concludes
REGISTRATION COST
Members - $95 | Guests - $115
AFTER 9/29/2026
Members - $105 | Guests - $125
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
