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Estate Planning For Digital Assets (teleseminar)
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This program will provide you with a real-world guide to the nature of digital assets, how they are controlled by policy and law, and how you should think about them for planning purposes.

8/25/2017
When: 08/25/2017
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.
 
ESTATE PLANNING FOR DIGITAL ASSETS, 1 CLE hour
 
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 user names and passwords, and so much more – are a class of asset that every client has and a class of assets that are largely new to planning. They 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 will provide you with a real-world guide to the nature of digital assets, how they are controlled by policy and law, and how you should think about them for planning purposes.  

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

Speaker:

Gerry W. Beyer is the Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, where he specializes in estate planning.  He is widely recognized as a leading national authority on estate and trust planning for pets and is a frequent contributor to both scholarly and practice-orientated publications. He has authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law and a casebook on estate planning published by the West.  Professor Beyer is a Academic Fellow of the American College of Trust and Estate Counsel.  He received his B.A., summa cum laude, from Eastern Michigan University, his J.D., summa cum laude, from Ohio State University College of Law, and his LL.M. and J.S.D. from the University of Illinois College of Law.



 

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