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Fiduciaries: Evaluating & Accessing Virtual Property & Digital Assets

Solutions to unique estate planning and administration challenges

  • Product Number: 2170457P01
  • CLE Credits, earn up to:
    3 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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.

  • Agenda

    Agenda & Materials

    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.

  • Faculty

    Cochairs

    Eric R. Oalican, Esq., Oalican Law Group LLC, Raynham
    Daniel M. Surprenant, Esq., Surprenant & Beneski, PC, New Bedford

    Faculty

    Anna M. Byrne, Esq., Eckert Byrne LLC, Cambridge
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