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Estate Planning For “Digital Assets” (teleseminar)
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2019 Trust & Estate Planning Update

6/27/2019
When: 6/27/2019
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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*(Teleseminar courses qualify for self-study credit only)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). 

If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.


 

ESTATE PLANNING FOR DIGITAL ASSETS

 

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 will provide you 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

 

 

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.

 

Non-Members Must Register via Form

 


 

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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.

 

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