Fiduciaries: Evaluating & Accessing Virtual Property & Digital Assets
Solutions to unique estate planning and administration challenges
- Product Number: 2170457P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
More and more clients seem to have uncommon assets, from websites and blogs to information stored on wireless devices and more. Legal challenges stemming from these claims arise and estate planning attorneys must tailor their practice to face these matters. Further, the costs associated with administering these estates can become exorbitant and potentially inhibit distribution of other assets in the estate.
Experts in estate planning guide you through the judicial decisions relevant to trust planning and discuss issues relevant to the safety and accessibility of virtual property and digital assets. They cover introductory matters as well as practical recommendations to use in your practice in order to employ an effective asset protection strategy. You gain a detailed understanding of the processes used in estate planning for these distinctive assets and how to manage these matters for your clients. You also obtain the latest updates on important judicial decisions governing irrevocable trusts meant to protect client assets from a Medicaid lien, the cost of long term care, and best practices to avoid drafting pitfalls.
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Agenda
Agenda & Materials
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9:00 a.m. - 9:15 a.m.
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9:15 a.m. - 9:25 a.m.
Part 1. Understanding Digital Assets
on demand video Add to CartAnna M. Byrne, Esq., Eckert Byrne LLC , Cambridge
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9:25 a.m. - 9:45 a.m.
Part 2. Legal Framework for Digital Assets (Stored Communications Act, Computer Fraud & Abuse Act, UFADAA, RUFADAA & MA Laws and Cases
on demand video Add to CartAnna M. Byrne, Esq., Eckert Byrne LLC , Cambridge
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9:45 a.m. - 9:55 a.m.
Part 3. Fiduciary Duties & Administration Issues
on demand video Add to CartAnna M. Byrne, Esq., Eckert Byrne LLC , Cambridge
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9:55 a.m. - 10:15 a.m.
Part 4. Planning for Clients with Digital Assets
on demand video Add to CartAnna M. Byrne, Esq., Eckert Byrne LLC , Cambridge
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10:15 a.m. - 10:30 a.m.
Networking and Refreshment Break
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10:30 a.m. - 11:00 a.m.
Brief History of Mass. Irrevocable Trust Cases
on demand video Add to CartEric R. Oalican, Esq., Oalican Law Group LLC , Raynham
Daniel M. Surprenant, Esq., Surprenant & Beneski, PC , New Bedford
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11:00 a.m. - 11:20 a.m.
Update on SJC Decision in Nadeau & Daley
Eric R. Oalican, Esq., Oalican Law Group LLC , Raynham
Daniel M. Surprenant, Esq., Surprenant & Beneski, PC , New Bedford
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11:20 a.m. - 11:30 a.m.
Drafting Tips & Considerations
on demand video Add to CartEric R. Oalican, Esq., Oalican Law Group LLC , Raynham
Daniel M. Surprenant, Esq., Surprenant & Beneski, PC , New Bedford
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11:30 a.m. - 12:00 p.m.
"Ask the Experts" Q&A Session
Panel
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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