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BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew and Phil Geiger (Bitcoin Podcast)

Dec 14, 2022

Jeff Vandrew, Head of Legal at Unchained Capital, and Phil Geiger, a leader in client services, dive into the intricacies of Bitcoin inheritance and retirement planning. They discuss the surge in self-custody interest post-FTX collapse, the importance of legal title in inheritance, and the differences between probate and non-probate assets. Additionally, they highlight common mistakes in estate planning and emphasize secure methods for managing digital assets, like multi-signature technology and strategic IRA structures.

01:03:52

Episode guests

Phil Geiger

Jeff Vandrew

Highlights

AI Chapters

Episode notes

How to Easily Secure Your Property

04:14

The Importance of Private Keys

04:36

Why stablecoins are the future of cryptocurrency

01:21

Intro

5min

Understanding Rehypothecation and Its Risks in Crypto Trading

2min

Navigating Self-Custody in Bitcoin Management

5min

Bitcoin Inheritance Planning

10min

Navigating Bitcoin Inheritance and Estate Planning

4min

Navigating Bitcoin Inheritance and IRA Structures

10min

Navigating Bitcoin IRAs

11min

Navigating the FTX Fallout and CBDCs

18min

Understanding Bitcoin Financial Services and Inheritance Planning

3min

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What has been happening at Unchained Capital since the FTX blow-up?
07:13 - What are some of the most common concerns of Self-Custody?
12:47 - Why is Title and Possession such an important thing to cover with inheritance planning?
22:43 - The difference between non-probate assets versus probate assets.
28:38 - What are the risks of not properly performing inheritance planning?
30:15 - Checkbook IRA versus other methods.
39:59 - Legal and policy update after the FTX situation.
01:01:37 - Biggest mistakes people make in inheritance planning.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Unchained Capital.
Information on the The McNulty Case.
Jeff Vandrew's Twitter.
Phil Geiger's Twitter.
Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.

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