About the Course

Internet-based accounts and applications have grown at an extraordinary rate. Email and paperless online banking are now routine. Intellectual property assets are proliferating. Since the Bitcoin network came into existence in 2008, thousands of new digital assets have emerged, including coins, tokens, tethered currency, and non-fungible tokens (NFTs). The rate of development of new technologies and digital assets presents a steep learning curve for fiduciaries and their counsel. This program will provide an overview of popular digital assets, the basics of the technology underlying these assets, and the necessary considerations for fiduciaries marshaling and administering digital assets.
Member Price: $75.00
Non-Member Price: $105.00
CE / MCLE Awarded:
Presented Date: June 1, 2023

Jaime Herren is a private wealth services attorney in Holland & Knight’s San Francisco office. Ms. Herren is a litigator, patent attorney and experienced trial attorney whose practice focuses on managing complex assets, technology, digital assets and intellectual property (IP) for individuals, from wealth and tax planning to litigation and licensing. Assets can be complex for any number of reasons, and Ms. Herren assists clients in maximizing asset value for themselves and their next generation or charities of their choosing. 

Ms. Herren’s experience includes high-value trust litigation and IP litigation in state and federal courts. Having served as in-house counsel, she values business ideals and advocates for early implementation of dispute avoidance and resolution strategies. She represents individuals and fiduciaries who manage unique assets – including trademarks, rights of publicity and cryptocurrencies. As a seasoned litigator, Ms. Herren views wealth planning as pre-conflict resolution. When litigation is the right choice, Ms. Herren is well versed in all aspects of state and federal trial practice, including representation before governing tax bodies and disputes involving high-net-worth trusts or estates.

As a patent attorney admitted before the U.S. Patent and Trademark Office (USPTO), clients turn to Ms. Herren for advice on development and patentability of new technology, as well as monetization and protection of existing IP portfolios. She represents individuals, startups, fiduciaries and entrepreneurs in her nationwide practice. When creative or business resolution cannot be found, she has appeared pro hac vice in courts across the country and has engaged and managed local counsel throughout the course of litigation in multiple venues.

Robert Barton is a partner in Holland & Knight’s Private Wealth Services Group. He represents individuals, families, charitable institutions, corporate trustees and private professional fiduciaries in litigation involving complex trusts and estates. He also provides guidance on trust and estate administration, conservatorship and guardianship matters, as well as claims involving elder abuse.

Mr. Barton has a national practice and has been tapped to represent clients in some of the most high-profile and complex trust and estate disputes pending in federal, state and tribal courts throughout the country. While these disputes range in complexity and value, sometimes exceeding billions of dollars, Mr. Barton takes pride in working with his clients to find creative and effective solutions that protect and advance their interests. Where informal resolution is not a possibility, Mr. Barton has quickly gained a reputation as a zealous advocate for his clients’ interests.

Both clients and the leading industry publications have taken note of Mr. Barton’s work and results. Mr. Barton was named a top adviser by the Chambers High Net Worth guide for California Private Wealth Disputes, one of California’s top lawyers under 40 by the Daily Journal and as a Rising Star by the Southern California Super Lawyers magazine.