Fiduciary Access to Digital Assets and Cybersecurity Under RUFADAA: Avoiding Liability
Passwords, Inventory, Assessing Risks, and Updating Documentation
A live 110-minute CPE webinar with interactive Q&A
This webinar will provide tax advisers and estate fiduciaries with a guide to handling digital assets in an estate. Our panel of experts will identify how the new Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) can allow fiduciaries to circumvent access restrictions common to terms of service access agreements (TOSAs) and discuss steps to identify, access, and protect digital assets held by an estate.
- Digital assets
- Financial assets
- Sentimental assets
- States responses to RUFADAA
- Assessing risk
- Protecting assets
- Estate documentation
The panel will review these and other pertinent issues:
- What are digital assets?
- What are a fiduciary's rights under RUFADAA?
- How have states responded to RUFADAA?
- What steps should be taken to ensure access to a decedent's digital accounts?
Dr. Kim E. Miller, Ph.D.
Director of Investigative Intelligence and Analysis
Porzio Compliance Services
Dr. Miller specializes in due diligence investigations, including executive and employee background, e-commerce vendor... | Read More
Dr. Miller specializes in due diligence investigations, including executive and employee background, e-commerce vendor and business due diligence as well as online risk assessments. She holds a Ph.D. in Public Safety and Leadership/Emphasis in Criminal Justice. She is an Open Source Intelligence (OSINT) Specialist who utilizes the dark, deep and surface web, focusing on business and personal due diligence, as well as online risk assessment analysis and asset determinations. She is a Certified Fraud Examiner and a New Jersey Licensed Private Detective. She is a former Special Detective Intern, Division of Criminal Justice State of New Jersey–Gangs and Organized Crimes and is currently an adjunct professor teaching criminal justice and fraud management classes.Close
I. Richard Ploss
Porzio, Bromberg & Newman
Mr. Ploss is a member of the firm's Trusts and Estates Department. He concentrates his practice primarily on... | Read More
Mr. Ploss is a member of the firm's Trusts and Estates Department. He concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation in New Jersey and throughout the East Coast. He has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents. He is a Certified Public Accountant (CPA) in the state of Georgia, a Certified Financial Planner (CFP) and a Professional Registered Trust and Estate Practitioner. He frequently publishes articles and speaks on trust and estate matters and currently serves as an Adjunct Professor, teaching Trusts & Estates at the University of Maine Law School.Close
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