LLC & Trust Formation
At what portfolio levels should I set up different structures: LLC, trust, PPLI?
Last Updated: January 9, 2026Portfolio Structure Tiers: When to Add Each Layer Think of asset protection and tax optimization as building blocks you add as wealth grows. You don’t need everything at once. The structure complexity should match your portfolio size and the problems...
At what portfolio value does setting up an LLC start to make financial sense versus just continuing to buy more crypto?
Last Updated: January 9, 2026When LLC Formation Makes Financial Sense: The Portfolio Threshold Below about $50,000-80,000 in total cryptocurrency holdings, you’re probably better off just stacking more crypto. The LLC costs money to set up and maintain. That money could buy more Bitcoin instead....
What’s the cost to set up a Family Trust in Australia for digital assets?
Last Updated: January 9, 2026Family Trust Setup Costs in Australia for Digital Assets Australian family trusts cost differently than US structures but serve similar purposes. You’re looking at AUD 1,200-3,000 for professional trust deed drafting and basic setup, potentially more if you’re adding a...
What are the costs for a digital asset protection trust, and why is it more expensive than basic options?
Last Updated: January 9, 2026Digital Asset Protection Trust Costs: Why You Pay More for Real Protection A digital asset protection trust costs $5,000-15,000 or more to set up properly. Basic revocable trusts run $1,500-3,000. The price difference reflects fundamentally different purposes and complexity levels....
What are all the costs involved—setup fees, payment options (including credit card), any available discounts, and ongoing annual maintenance/compliance fees?
Last Updated: January 9, 2026LLC and Trust Formation Costs: Breaking Down What You Actually Pay Most people want to know the total cost before starting. The pricing isn’t complicated but it comes in layers. Setup costs hit once. Ongoing maintenance costs repeat annually. The...
How does an existing living will integrate with a new trust for digital assets—does the trust make the will obsolete?
Last Updated: January 9, 2026How Wills and Trusts Work Together for Digital Assets A trust doesn’t replace your will. The two documents work together, each handling different parts of your estate plan. Most people need both, and the coordination between them matters more than...
If I already have an LLC in another state, can I convert or transfer it to Wyoming, or must I create a new one?
Last Updated: January 9, 2026Converting Existing LLCs to Wyoming: Domestication vs. Fresh Start You have two options for getting your existing LLC into Wyoming’s legal framework. Domestication converts your current LLC into a Wyoming entity. Creating a new Wyoming LLC leaves your old entity...
Can I use an existing LLC from another state, or do I need to create a new Wyoming LLC specifically for digital assets?
Last Updated: January 9, 2026Using Existing LLCs vs. Creating New Wyoming Entities for Digital Assets You can transfer digital assets into an existing LLC from another state. Whether you should is a different question. Most people with serious cryptocurrency holdings end up creating a...
How do I update or amend my LLC or trust documents after they’re initially set up?
Last Updated: January 9, 2026Amending LLC and Trust Documents: Making Changes Without Breaking Things Your LLC and trust documents aren’t permanent the moment you sign them. You amend them as your situation changes, your assets grow, or you realize something in the original structure...
Can you provide templates or guidance for maintaining LLC minutes, records, and other compliance documentation?
Last Updated: January 9, 2026LLC Compliance Documentation: The Minimum That Actually Matters Most people either ignore LLC documentation completely or drown themselves in unnecessary paperwork. The right answer sits in the middle. You need enough documentation to prove the LLC operates as a real...
What specific provisions should my operating agreement include for digital assets that generic templates miss (private key management, forks/airdrops handling, multi-sig governance, emergency access, staking operations, cross-chain asset management)?
Last Updated: January 13, 2026Digital Asset Operating Agreement Provisions: What Generic Templates Miss Completely Generic LLC operating agreements assume all assets sit in a bank account that anyone can verify with a statement. Cryptocurrency operates nothing like that. You need explicit provisions covering custody,...
Should I list my wallet address, cold wallet device, or device serial number in the operating agreement for legal clarity?
Last Updated: January 13, 2026What Goes in Your Operating Agreement: Addresses Yes, Device Details No List wallet addresses in your operating agreement. Skip device serial numbers and specific hardware identifiers. The distinction matters because addresses create legal clarity while device details create security risks....
Does my LLC’s operating agreement need to be filed with the state, or is it a private document that just gets notarized?
Last Updated: January 13, 2026Operating Agreements Stay Private: Why You Don’t File Them Your operating agreement never gets filed with Wyoming or any state. It’s a private internal document that governs how your LLC operates. This is one of the main reasons people use...
How do I customize the operating agreement specifically for digital asset management, transfers, and my unique situation?
Last Updated: January 13, 2026Customizing Operating Agreements for Digital Assets: Where Generic Templates Fail Generic LLC operating agreements assume you’re holding real estate or running a service business. They have no provisions for wallet management, private key control, or onchain transfers. Using a template...
What does a registered agent do for my Wyoming LLC, can your firm act as one, and what are the associated fees?
Last Updated: January 13, 2026Registered Agents for Wyoming LLCs: What They Do and Why You Need One A registered agent is the person or company that receives legal mail and official state notices on behalf of your LLC. Every Wyoming LLC must have a...
Is there a fast-track or priority option to speed up formation without waiting for standard consultation timelines?
Last Updated: January 14, 2026Fast-Track LLC and Trust Formation: Cutting Weeks Off the Timeline Standard formation timelines drag because of consultation scheduling, back-and-forth revisions, and waiting for state processing. You can collapse most of that waiting if you’re willing to pay for speed and...
What specific documents and information do I need to provide to start the LLC or trust formation process?
Last Updated: January 14, 2026Documents and Information Needed to Form an LLC or Trust Most people think entity formation requires boxes of paperwork and months of preparation. The actual information needed is straightforward. You’re providing basic identification and making decisions about control and succession....
What is the complete process for setting up a Wyoming LLC to hold and protect digital assets, including all required documents, operating agreement customization, EIN registration, and typical timeline?
Last Updated: January 14, 2026Setting Up a Wyoming LLC for Digital Assets: The Complete Process Wyoming built the legal framework specifically for this. The state wants your LLC business, and they made it straightforward to form entities that hold cryptocurrency with better privacy and...
What are Governance frameworks for family crypto investments?
Last Updated: January 14, 2026Governance Frameworks for Family Crypto: Why Rules Save Relationships Family and money create problems. Family and cryptocurrency create worse problems because nobody agrees on what the stuff is worth or when to sell it. A governance framework keeps your family...
Do I need a specific business entity for trading digital assets?
Last Updated: January 14, 2026Business Entities for Trading Digital Assets: Structure Based on Activity You don’t need a special entity type to trade cryptocurrency. You need the right structure for what you’re actually doing. Most people mix active trading with long-term holding in one...
What crypto tax haven strategies for US residents exist for crypto investors?
Last Updated: January 14, 2026Crypto Tax Havens for US Residents: Why the Dream Doesn’t Work The internet is full of people promising you can move cryptocurrency offshore and avoid US taxes. They’re either lying or selling something that gets you audited. US citizens and...
How can high earners reduce capital gains tax on crypto?
Last Updated: January 14, 2026Reducing Capital Gains Tax on Cryptocurrency: Structure Before You Sell Most people think about taxes after they’ve already sold. That’s exactly backwards. The time to reduce capital gains tax is before you trigger the taxable event, not after you’re sitting...
What is a Family limited partnership for cryptocurrency
Last Updated: January 14, 2026Family Limited Partnerships for Cryptocurrency: When Complexity Actually Helps A family limited partnership lets you control cryptocurrency assets while gradually transferring ownership to your kids or other family members. You act as the general partner with full management authority. Your...
What are the benefits of moving crypto into an LLC
Last Updated: January 15, 2026Moving Crypto Into an LLC: Why Structure Actually Matters Holding cryptocurrency in your personal name works fine until it doesn’t. Then you’re stuck explaining to a lawyer why your personal assets are exposed to a lawsuit over a business investment,...
Why should I avoid an S-Corp for digital assets, and when does it make sense?
Last Updated: January 15, 2026Why S-Corp Elections Usually Fail for Digital Asset Holders Most accountants will tell you S-Corps save taxes. They’re right, for the wrong businesses. Digital asset holders keep making S-Corp elections that create more problems than they solve. The fundamental issue...
Does the tax designation of my LLC matter (S-Corp vs. disregarded entity), and what salary should I pay myself to comply with S-Corp rules?
Last Updated: January 15, 2026S-Corp vs. Disregarded Entity: Getting Your LLC Tax Treatment Right The default single-member LLC is a disregarded entity for tax purposes. The IRS pretends it doesn’t exist and you report everything on your personal return. Simple, clean, no separate tax...
What’s the structure for using a qualified trustee, private trust company, and LLC together in Wyoming for maximum protection?
Last Updated: January 15, 2026Wyoming Asset Protection Stack: Building Maximum Protection for Digital Assets Wyoming built the best legal framework in the country for protecting digital assets. Not by accident. The state deliberately created laws that let you layer protection structures in ways other...
What’s the difference between using an LLC versus a trust for digital assets, and which structure is better for my specific situation?
Last Updated: January 28, 2026TL;DR: LLCs protect you from lawsuits while you’re alive and running things. Trusts handle what happens after you die and keep your family out of probate court. If you have serious wealth, you probably need both working together. Digital assets...