Wills, Trusts, and Estates

Our lawyers advise high-net-worth individuals on regulations and procedures for effective and efficient management and distribution of digital assets, including tax optimization.

Goldstein Law is a technology-focused web3-powered law firm based in Colorado.
Goldstein Law is a technology-focused web3-powered law firm based in Colorado.
$50m+
Financial Legacy Protected

Estate planning is key

Planning for the future is an essential part of life, and wills, trusts, and estates play a key role in that process. These legal instruments help manage assets during one's lifetime, ensure care for loved ones, and can provide a legacy for generations. From last will and testaments to living trusts and powers of attorney, these legal documents provide peace of mind and financial security. For instance, under the Uniform Probate Code, which has been adopted in part by many states, specific requirements must be met for a will to be valid, highlighting the necessity for precision and legal acumen. Regardless of whether you're a young professional beginning to accumulate wealth or an experienced entrepreneur planning for retirement, strategic estate planning is essential.

Legal tax regime and the Uniform Trust Code

Wills, trusts, and estate law is a mosaic of federal and state legislation and jurisprudence. For instance, the Internal Revenue Code dictates the federal tax treatment of estates and trusts, influencing how these tools are structured. Additionally, state laws, such as the laws of states that have adopted the Uniform Trust Code, shape how trusts are established and administered. The Uniform Trust Code provides a comprehensive model for the governance of trusts, addressing issues such as the duties and powers of trustees, beneficiaries' rights, and the modification and termination.

Bitcoin, crypto, and digital assets in wills and trusts

One emerging area in this field involves digital assets, including cryptocurrencies like Bitcoin and Ethereum. As these assets become increasingly common, it's important to include them in estate planning to ensure their proper management and distribution. This involves understanding their unique characteristics, their volatile value, and the legal frameworks that govern them. For example, the Uniform Fiduciary Access to Digital Assets Act provides authority for fiduciaries to manage digital assets, including cryptocurrencies. This statute is increasingly adopted by states, highlighting the growing importance of digital asset planning in a comprehensive estate plan. We have helped dozens of digital asset investors include plans for their crypto and NFTs.

How we can help

At Goldstein Law, we understand the intricacies of wills, trusts, and estate planning, including the burgeoning field of digital assets. We assist clients in creating, reviewing, and structuring a variety of estate planning tools, ensuring they adhere to the legal requirements and are tailored to your specific needs. For example, when creating a trust, careful consideration must be given to the Colorado Trust Code and the tax implications under the Internal Revenue Code. Our team's expertise ensures your estate planning aligns with your wealth preservation goals and your family's future needs. Whether you're a technology entrepreneur seeking to include digital assets in your trust, or an investor wishing to create a charitable remainder trust, our dedicated team is here to guide you, ensuring your legal and financial interests are protected.

Testimonıals

Clients Value our Work

Mike Berson - Chainstarters, Inc.

"Goldstein Law helps us navigate a difficult regulatory environment that is constantly changing. We are very happy with their work."

Mike Berson, CEO -
Chainstarters, Inc.
Spaceman - lunar.io

"We hired Goldstein Law to write terms and conditions for our NFT project and build our DAO. Jeremy really understands blockchain and web3."

Spaceman, CEO -
Lunar.io
Alex Bowman - Golteum, 0xadvisors

"Having Jeremy by my side has been a game-changer! He understands innovation in my industry, has helped me with fundraising, and kept my business compliant.

Alex Bowman, CEO -
0xAdvisors
| COO -
Golteum Ltd.
Andy Vermouth - UpDig LLC

"What sets this law firm apart is their ability to take complex issues and distill them into understandable advice. As a founder, this has made my life much easier."

Andrew Vermouth - Founder,
UpDig, LLC
Zack Campbell - Simplify Renting, LLC

"I run a short-term rental company with over 100 properties and hired Jeremy as our corporate council. He goes above and beyond for our team."

Zack Campbell, CEO
Simplify Renting, LLC
Goldstein Law is a technology-focused web3-powered law firm based in Colorado.Goldstein Law is a technology-focused web3-powered law firm based in Colorado.
Goldstein Law is a technology-focused web3-powered law firm based in Colorado.Goldstein Law is a technology-focused web3-powered law firm based in Colorado.
how can we Help?

Schedule a Free Consultation.

We are available by phone, chat, video or email.