Estate Planning for Digital Assets and Online Financial Accounts
Succession Plan Strategies for Password-Protected Accounts, Social Media Pages and Other Digital Files
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Wednesday, July 27, 2011
Recorded event now available
This CLE webinar will provide guidance for legal advisors to develop a comprehensive estate and succession plan encompassing digital assets. The panel will discuss issues particular to this unique class of property, offer estate planning and administration options, and explore current and future trends in this new area.
Description
Digital assets include Internet and computer files, such as online accounts, documents and pages. These assets add new challenges to the estate planning process and must be addressed in a comprehensive estate and succession plan.
Password-protected bank/investment accounts, Facebook and other social media, blogs, websites, Paypal accounts, computer files and digital photographs require special focus. Digital files can be on a various electronic media including hard drives, flash drives, smart phones, tablets, DVDs etc.
Clients of any age are now likely to have several forms of digital assets, some of which may add significant value to their estate. Developing an approach for identifying, transferring and managing these assets after death must become part of a routine estate planning process.
Listen as our authoritative panel examines the various types of digital assets, estate planning issues particular to this new classification of property, and best practices for incorporating digital assets into a comprehensive estate and succession plan.
Outline
- Definition and types of digital assets
- Estate planning issues particular to digital assets
- Estate planning options, including online services
- Business development/risk management
- Current and future trends
Benefits
The panel will review these and other key questions:
- What types of digital assets must be addressed in an estate plan?
- What estate planning issues are particular to this new classification of property?
- What are the best practices for incorporating digital assets into a comprehensive estate and succession plan?
Faculty
Ronald P. Wargo, II,
Partner
Friedemann Goldberg, Santa Rosa, Calif.
He practices in the areas of estate planning, business law, and intellectual property. He is certified as a specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California. He frequently speaks on estate planning and business issues.
David Shulman,
Attorney
David Shulman Law, Fort Lauderdale, Fla.
He focuses his practice on wills, trusts and estates, probate administration, guardianship, tax planning and asset protection. He regularly writes articles in the estate planning practice area, including estate planning for digital assets.
Nathan J. Dosch,
Private Wealth Services - Manager
Grant Thornton, Milwaukee
He focuses on assisting individuals and businesses with tax, estate, and succession planning issues. He frequently speaks and authors articles on estate planning for digital assets. He regularly presents to financial professionals, attorneys and accountants on the topics of taxes, estate planning, probate and trust administration.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, FL, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, GA, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, FL, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, GA, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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CLE Credit
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Customer Reviews
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson PC
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
The speakers' presentations were very substantive and provided new information for seasoned practitioners.
Therese Lee
Google Inc.
Content was superb.
Patrick Webb
Webb & Carey
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