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Advanced Personal Financial Planning Conference 2016


202 - Digital Estate Planning


Jan 19, 2016 7:00am ‐ Jan 19, 2016 7:50am

Description

Our clients lead increasingly virtual financial lives. Unfortunately, both technology provider policies and federal and state laws impede fiduciary access to critical information. The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) will give fiduciaries the ability to plan for and manage digital assets, before and after death. Attendees will learn about:
• Federal and state laws affecting digital assets
• The prevalence, value and importance of digital assets
• The steps advisers and clients must take to plan for incapacity and for the disposition of digital assets

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