Estate Planning for Digital Assets - Audio Webcast
November 2015
Estate Planning for Digital Assets
Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts
Program Description:
Digital assets are an entirely new (and rapidly growing) asset class. Virtually every client has these assets and values them very highly. Yet the rules for controlling digital assets and transferring them after a client’s death are highly variable and largely undefined. Digital assets include everything from music, pictures and video or text (as in blog or Facebook page) stored online, reward program points with a credit card company, airline or hotel chain, digitally stored documents on third party sites like tax returns on TurboTax, user names and passwords for retirement and other financial accounts, and much more – anything that a client has digitally created or stored or to which he or she has privileged access. Understanding the unique rules that govern each of subset of this asset class and how to plan for them in estate plans is possibly the most important new challenge for planners with estates of every size. This program will provide you with a real-world guide to the nature of digital assets, how they are controlled by policy and law, and how you should think about them for planning purposes.
- Understand the scope and importance of "digital assets" and "digital estates"
- The importance of planning for these assets – and how they can easily be lost or stymie estate plans
- How user polices impact the planning process – what you need to know about how these assets are titled and controlled
- How federal law impacts the planning process – and traps uncontemplated by traditional estate planning analysis
- Methods to plan for digital assets – what works, what doesn't, and what's not at all clear
- Obstacles to planning for these assets
- Fiduciary access to digital assets under current law
- Thoughts for the future and how digital assets and estate planning may evolve
Faculty:
Gerry W. Beyer is the Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, where he specializes in estate planning. He is widely recognized as a leading national authority on estate and trust planning for pets and is a frequent contributor to both scholarly and practice-orientated publications. He has authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law and a casebook on estate planning published by the West. Professor Beyer is a Academic Fellow of the American College of Trust and Estate Counsel. He received his B.A., summa cum laude, from Eastern Michigan University, his J.D., summa cum laude, from Ohio State University College of Law, and his LL.M. and J.S.D. from the University of Illinois College of Law.
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AUDIO WEBCAST INFORMATION:
Course materials are provided in PDF format to all audio webcast participants.
AUDIO-ONLY WEBCASTING IS EASY!
THE MINIMUM SYSTEM REQUIREMENTS:
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM
- A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to http://www.speedtest.net/)
- Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here: http://get.adobe.com/reader/
- Adobe Flash Player v. 11.X or higher (Free download here: http://get.adobe.com/flashplayer/)
- Tablets and iOS devices will need a web browser and a high speed wi-fi connection.
- You will also need a sound card and speakers, and a current web browser
TIPS FOR A BETTER AUDIO-WEBCAST EXPERIENCE:
http://cle.cobar.org/About/FAQs/TechnicalFAQs.aspx#webcastvod
You will receive a confirmation and instructions to listen to the audio-webcast via email upon registration.
ACCREDITATION INFORMATION:
Each Audio Webcast has been submitted for 1 (or 2) General CLE Credit(s). Courses with an Ethics Component have been submitted for Ethics Credits accordingly.
How to Register:
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $69.00 |
| CBA Member | $49.00 |
| CBA Trust & Estate Law Section Member | $39.00 |
| New Lawyer Edge Member | $0.00 |
| CLEACCESSPASS---Elite & Basic Pass Holders | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts