Estate Planning for Digital Assets 2014: Identification, Access and Ownership Challenges

Succession Plan Strategies for Internet and Computer Files, Social Media, and Electronic Accounts

Recording of a 90-minute CLE webinar with Q&A


Conducted on Tuesday, May 13, 2014

Recorded event now available

or call 1-800-926-7926
Program Materials

This CLE webinar will provide guidance 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 area.

Description

Digital assets include personal, business and financial Internet and computer files, including but not limited to all types of online accounts and virtually stored documents, music and photos. These assets raise new challenges for estate planning counsel, who must prepare to understand and address these assets in any comprehensive estate and succession plan.

Password-protected accounts require special focus—these include bank and financial accounts, Facebook and other social media, blogs, and files of all types stored in the cloud or on a desktop, laptop, flash drive, smart phone, tablet or other storage media. Depending on the age of the media involved, the software for accessing files may or may not be available.

Clients, from the youngest to the oldest, are likely to have several forms of digital assets, some of which represent significant value to their estates. Developing an approach for identifying, transferring and managing these assets after death must be considered and addressed in even the most routine estate planning process.

Listen as our authoritative panel examines the various types of digital assets, estate planning issues particular to this classification of property, and best practices for incorporating digital assets into a comprehensive estate and succession plan.

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Outline

  1. Definition and types of digital assets
  2. Estate planning issues particular to digital assets
  3. Estate planning options, including online services
  4. Risk management
  5. 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 classification of property?
  • What are the best practices for incorporating digital assets into a comprehensive estate and succession plan?
  • What laws currently exist addressing digital assets and what are anticipated future trends?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.

Faculty

Naomi R. Cahn
Naomi R. Cahn

Harold H. Greene Professor of Law
George Washington University Law School

Ms. Cahn teaches courses on family law, trusts and estates, and elder law. She has written numerous law review...  |  Read More

Vicki Levy Eskin
Vicki Levy Eskin

Atty
Levy & Associates

Ms. Eskin practices primarily in the areas of wills, trusts and estates, probate and trust administration,...  |  Read More

Christopher M. Guest
Christopher M. Guest

Atty
Law Office of Christopher Guest

Mr. Guest focuses his practice on wills, trusts and estates, probate administration, guardianship, tax...  |  Read More

Other Formats
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Strafford will process CLE credit for one person on each recording. All formats include program handouts. To find out which recorded format will provide the best CLE option, select your state:

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