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PBI - Estate Planning for Digital Assets and Accounts
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Learn the current state of the law impacting your clients’ digital assets: Understand why the Uniform Law Commission has convened a committee to study these issues Receive an update on the newly formulated Uniform Fiduciary Access to Digital Assets (draft)Discover what action is now being taken by individual states, including Delaware and Pennsylvania.

2/17/2015
When: 02/17/2015
9:00 AM
Where: YCBA - CLE Room
137 E. Market St.
York, Pennsylvania  17401
United States
Presenter: PBI
Contact: Cheryl Kauffman
cheryl.kauffman@yorkbar.org
cheryl.kauffman@yorkbar.org

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Learn the current state of the law impacting your clients’ digital assets

Understand why the Uniform Law Commission has convened a committee to study these issues Receive an update on the newly formulated Uniform Fiduciary Access to Digital Assets (draft)Discover what action is now being taken by individual states, including Delaware and Pennsylvania
Identify estate planning and administration issues that may arise with an online presence through the use of specific examples of common types of online activity
  • Examine how to value digital assets with advent of cloud storage and virtual currencies
  • How does a practitioner access accounts upon the user's death or disability
  • What are the legal impediments to access
  • Consider solutions for limitations upon the access, use, and management of these assets after death; as well as, protection against cyber attacks
Explore estate planning techniques, solutions and stop-gaps
  • Define, identify and inventory digital assets
  • Determine the best placement for digital assets: will v. trust
  • Hear best practices for estate planning in this digital age