You are Currently Visiting The NCBA CLE Online Catalog & Learning Portal

Monday, February 25, 2019, 1:00-2:00pm

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

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
February 25, 2019 1:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
Estate Planning for Digital Assets | Phone/Audio Streaming
TUITION RATE.   

All Attendees: $80


Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY. 
Speaker Information
Gerry W Beyer   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Questions?
Book Sale