Lunch & Learn: Estate Planning for Digital Assets

This session will introduce key concepts in the Revised Uniform Fiduciary Access to Digital Assets Act, which has been enacted or introduced by all but a small minority of states within the last three years. Materials will include sample estate planning provisions addressing the administration of digital assets, as well as highlight traps for the unwary fiduciary administering digital assets.

Learning Objectives: • Outline of key concepts of Revised Uniform Fiduciary Access to Digital Assets Act, with summary of best practices for Trustees, Executors, and their advisors.

• Explain best practices and examples of proper administration of digital assets upon a client's incapacity or death, including interplay with business entity structures and irrevocable trusts.

Pre-registration is required for these lunch sessions – seats are limited.