Description
Benefits StatementPaper is so 2000 years ago. The next generation client does everything online, including titling assets, designating beneficiaries, signing documents, and paying bills. In this course, our speaker will describe the federal and state privacy laws that inhibit fiduciary access to online accounts and digital assets and those that attempt to ensure such access. The material will also review planning to address digital assets, in general.
Date: 2021-06-01 Start Time: End Time:
Learning Objectives
Challenges to Fiduciary Access to Digital Assets
• Federal Privacy Laws
• Anti-Hacking Laws
• Passcodes and Encryption
Revised UFADAA
• Applicability
• Online Tools
• Estate Planning
Procedures for Disclosure of Digital Assets
• Levels of Access
• Content Versus Other Data
• Which Fiduciaries Can Obtain Content and Other Data?
Framing the Request
• What Is Required
• Requests for Court Orders
• Examples and Cases
Mechanics of Planning
• Consent Form for Digital Assets
• Considerations for Content Creators
• Cryptocurrency Issues, Considerations
CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Suzanne Brown Walsh-Murtha Cullina LLP
