Skip to main content

Estate Planning for Digital Assets

This item is expired.


Some of the most valuable assets a client has are the most difficult to define, value, and transfer on death.

"Digital assets" – everything from digital music and pictures stored online, to bank and credit card reward programs, Facebook pages and online TurboTax files, bank and retirement account credentials – are a class of asset that every client has, yet planning for them is new. These assets are not governed by a conventional set of federal or state laws, rather by a complex set of rules set by a variety of organizations, none of which are standardized but which planners need to understand nonetheless to satisfy client expectations.

This program provides a guide to the nature of digital assets, how they are controlled, and how to plan for them.

  • Digital assets in estate planning – defining and transferring them on death
  • How failure to plan for these assets can scuttle estate plans and disappoint client expectations
  • Fiduciary access to digital assets under current law
  • Practical planning for digital assets – what works, what doesn't, and what's not at all clear
  • How user polices impact the planning process – what you need to know about how these assets are titled and controlled
  • How federal law impacts the planning process and unconventional planning issues

DETAILS
Phone/Audio
Thursday, February 16, 2023
1:00–2:00 PM

SPEAKERS

  • Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL

PRODUCED
February 16, 2023

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.