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CLE on Ethical Hazards of Digital Assets: What Estate Planners Need to Know

By Gerry W. Beyer

CLEThe American Law Institute is holding a webcast / telephone seminar entitled, Ethical Hazards of Digital Assets: What Estate Planners Need to Know, on Thursday, September 13, 2018, at 12:00 pm – 1:30 pm Eastern. Provided below is a description of the event.

Why You Should Attend

More and more of your estate planning clients now have digital assets – from social media profiles to cloud storage to online investment accounts and more. After a decedent dies or an individual becomes incapacitated, however, fiduciaries often have difficulty accessing and managing these assets due to encryption, secret passwords, and federal and state data privacy laws.   As a trusts and estates attorney, you are ethically obligated to understand digital technology and what the challenges are. Do you know as much as you should, as well as what steps your client needs to take to ensure that their electronic assets will be managed or disposed of appropriately? Join us for this 90 minute audio webcast to confirm that you are meeting your ethical obligations AND are providing your clients with superior counsel in this emerging area!  

What You Will Learn

A panel of experienced practitioners – all members of the American College of Trust and Estate Counsel (ACTEC) – will discuss:

– The attorney’s ethical obligation for:

o   technological competence

o   protecting client data and securing files

– The status of the Uniform Fiduciary Access to Digital Assets Act and state adaptations of it

– What kinds of documents should be drafted to account for digital assets

  All registrants will receive a set of downloadable course materials to accompany the program.   Need ethics credit? This seminar provides 1.5 to 1.8 hours of ethics instruction, depending on state requirements, in MCLE jurisdictions that accredit live telephone seminars and/or webcasts.  

Who Should Attend

Attorneys and other legal professionals in Estate Planning should attend this accredited continuing legal education program from ALI CLE.

Posted in:
Conferences & CLE, Estate Planning - Generally, Technology, Trusts and Wills