Estate Planning for Digital Assets

course

PROGRAM INFO

  • Available Until 2/16/2025
  • Class Time 12:00 PM CT
  • Duration 60 min.
  • Format On-Demand
  • Program Code 131880-90004
  • General Credits: 1.00 hr(s)

Price: $85.00


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DESCRIPTION

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:

Michael Sneeringer is an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

 

 

 

Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.