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Trust Experts Reveal the Strategy to Protect Your Bitcoin Fortune
Description
Connect with Onramp // Jackson Mikalic on X // First Covenant Trust & Advisors
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Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.
00:00 – Onramp Bitcoin Dynasty Trusts
03:53 – First Covenant & David Greene’s Background
08:26 – Why Estate Planning Matters for Bitcoin
12:41 – Bitcoin as the “Acorn” Asset
17:41 – Trust Structures & Directed Trusts
25:21 – Multi-Institution Custody (MIC)
32:31 – Trusts as Protocols
38:56 – Setting Up a South Dakota Trust
44:46 – Costs & Accessibility
49:36 – Gifting, Sales & Borrowing Against BTC
57:26 – Implementation & Closing Thoughts
01:02:47 – Outro & Disclaimer
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