People are increasingly living their lives online. Whether it’s through Facetime, gmail, Facebook, eBay, NetFlix… our lives become increasingly more digital everyday. But what happens to your client’s digital footprint – their digital estate – when they pass away? Your client’s digital assets must be accounted for and protected in their estate plan or their loved ones may simply lose access to sentimental and valuable digital assets.
- Do you know what accounts are valuable virtual assets?
- Do you even know what a digital asset is?
- What are your client’s wishes with their Facebook, PayPal or iTunes account when they pass away?
- Have you preserved access to crucial email & social media communications?
Estate planning now goes way beyond protecting the house and family heirlooms – are you prepared to protect your client’s digital assets?
To learn more about how you can protect your clients in the digital age, join Rich Martin as he discusses the various types of digital assets and current & proposed legislation that is intended to help protect people’s digital assets and estates. The main topics discussed in this CLE course include the legal uncertainty around the possession & conveyance of digital assets, client recognition of digital assets, digital estate planning and staying compliant. To access this CLE course please click here: Digital Asset Landscape: Preparation for Changes in Legislation.
Additional topics discussed in this CLE course:
- The growth of the Internet & world wide web
- The value of domain names
- Categories of digital assets
- Valuable online accounts
- State & federal law
- The Stored Communications Act (SCA)
- The Computer Fraud and Abuse Act (CFAA)
- United States v. Swartz
- The Uniform Fiduciary Access to Digital Assets Act (UFADAA)
- The Privacy Expectations Afterlife and Choices Act (PEAC)
- Revised UFADDA
- Creating a plan with the client
- Sample language to include in wills & trusts
- Additional legal issues
- Clauses and estate planning documents
Richard Martin is the founder and CEO of Directives Online. Directives Online provides emergency access to advance directives, healthcare Power of Attorney, HIPPA forms, POLST orders and many more important documents and forms. During the past twenty-five years, Rich has earned promotions, honors, and awards for boosting profits, market share, and client satisfaction in the sales and marketing of technology and medical products.
This CLE course is offered in the following states:
- Alaska (AK)
- Arizona (AZ)
- California (CA)
- Connecticut (CT)
- District of Columbia (DC)
- Illinois (IL)
- Maryland (MD)
- Massachusetts (MA)
- Michigan (MI)
- Missouri (MO)
- New Hampshire (NH)
- New Jersey (NJ)
- New York (NY)
- North Dakota (ND)
- Pennsylvania (PA)
- South Dakota (SD)
Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.