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The Digital Afterlife: The Intersection of Technology, Estate Planning, and the Law

The Digital Afterlife: The Intersection of Technology, Estate Planning, and the Law

$129.00

Unlike many traditional property types, digital assets (such as online accounts, websites, and digital photos) do not have paper records, making them difficult to identify, access, and distribute to heirs. Their unique characteristics can make it difficult to value a decedent’s estate accurately.

Failure to appropriately plan for the transition of digital assets can impact a client’s intended legacy. Furthermore, unlike traditional assets, digital property is bound by several governing legal frameworks, including privacy laws and custodian terms of service agreements, that can prevent access to needed and wanted assets. This session addresses the many facets of digital assets that impact planning and administration strategies, including the following:

  • Common myths and popular recommendations that can easily result in access failure
  • Clients’ online behaviors and their expectations for their estates
  • The culture of digital content providers (i.e., website and app owners)
  • Regulations and policies that affect portfolio management
  • Factors critical for digital asset succession management

Presented by: Lee Poskanzer  CEO, Directive Communications Systems

CLE: 1.0 general credit (includes Technology credit in eligible states)

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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