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DTSTART:20260305T230000Z
DTEND:20260306T010000Z
LOCATION:Halcyon Hotel, Arbor Room, 245 Columbine St, Denver, CO 80206
UID:2855020260305T230000ZDEPC Meeting: Wealth Planning for Bitcoin
DTSTAMP:20260429T142556Z
DESCRIPTION:\n \n \nPlease join DEPC for our upcoming seminar:\n \nWealth Planning for Bitcoin\n \n \n \nThe Program:\n \nCrypto assets have quietly become a meaningful part of many estates, yet most estate plans still aren’t built to handle them. Unlike traditional investments, crypto assets often don’t come with transfer on death (TOD) instructions. If private keys are lost or access instructions are unclear, assets can be permanently inaccessible, even to rightful heirs.\n \nCrypto assets are controlled by code, not institutions, and many standard estate planning tools weren’t designed with that reality in mind. Wills, trusts, and powers of attorney can fail if they don’t properly address custody, access, and operational control of digital assets.\n \nAs adoption grows and regulatory clarity improves, crypto is moving from a speculative holding to a long-term component of personal and family wealth. Without intentional planning, families risk unnecessary loss, delays, tax inefficiencies, and legal disputes.\n \nThe 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.\n \n \n \nPresented By:\n \nNikolaus R. Fahrer, CPA, is the Blockchain & Digital Assets Practice Leader and is a Director in Forvis Mazars’ National Office.\n \nWith a career spanning more than 10 years, his expertise encompasses serving a broad spectrum of clients, including crypto-native companies, traditional financial institutions, fintech firms, hedge funds, corporate crypto miners, and high net worth individuals.\n \nNik’s professional involvement is further demonstrated by his active roles in the AICPA Digital Asset Tax Task Force, Center for Audit Quality Digital Asset Task Force and Wall Street Blockchain Alliance. Nik is a frequent contributor of digital asset thought leadership and public speaking opportunities and is a Bloomberg published author. As a part of the AICPA Digital Asset Tax Task Force, Nik has been instrumental in advocacy efforts toward digital asset tax guidance in the U.S.\n \nHe also supports the Missouri Bankers Association, Kansas Bankers Association, and other local and national banking industry groups through training and speaking engagements.\n \nNik is a member of the American Institute of CPAs while maintaining active CPA licenses in Colorado, Indiana, and Texas.\n \nHe is a graduate of University of Evansville, Indiana, with B.S. degrees in accounting and management information systems.\n \n \n \nMatt 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.\n \nWith 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.\n \nA 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.\n \n  \n \n ------\n\nValet parking available at the Halcyon Hotel front entrance, which is located at 245 Columbine Street between 2nd and 3rd Avenue. Parking fees are $20 (0 – 4 hours).\n \nThe meeting begins with networking and drinks and appetizers at 4:00 p.m. The presentation will begin at 5:00 p.m.\n \nMembers are invited to bring guests. Guests may attend their first meeting free of charge and for a $35 fee for subsequent meetings. Printed copies of the presentation will not be available at the meeting. If available, a copy of the presentation will be posted on the website.\n \nYou are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions. \n ------\n\n \nThis presentation qualifies for CPE credit in Colorado.\n \nLearning objectives: This program is intended to inform participants on Estate Planning Issues.\n âInstructional delivery method: Live instructor\n CPE credits: 1 (one) hour\n Field of study: Estate Planning\n Prerequisites: None\n Program Level: Basic\n Advance Preparation: None\n Program Description:\n Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at stephanie@nonprofitadmin.com\n Refund Policy: N/A, cost included in annual membership dues\n Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com\n
SUMMARY:DEPC Meeting: Wealth Planning for Bitcoin - Denver Estate Planning Council 
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