Webcast · 12:00 pm - 1:30 pm (ATL)
Almost every lawyer and our clients have digital assets, such as online accounts (email, banking access, video streaming services, cloud storage, photos, books, etc.), but few plan for how to deal with their digital assets in the event of incapacity or death. The use of technology is accelerating and an estate lawyer’s role includes advising the client of options for how to handle their digital assets and then putting a thoughtful plan in place so that fiduciaries (attorneys, executors and trustees) and beneficiaries are not left in a difficult situation. The reality is that increasing use of technology to manage day-to-day affairs leaves fiduciaries with little to no paper trail in the home office. The exploration of what digital assets are from a technology/use perspective and the laws that apply will aid us in knowing how to best plan and deal with a client’s digital assets.
The topics to be covered will serve as every estate planner’s primer to digital assets:
• The Uniform Access to Digital Assets by Fiduciaries Act
• Digital assets from a technology management perspective
• How to plan for digital assets and their administration in the event of incapacity/death
CHAIR
Jodi Lee-White
Wills for the UnWilling
CBA-NB Wills & Estates Law Section Chair
SPEAKER
Sara M. Johnson, Esq, Ph.D, LL.M* (US Law), TEP, CFP; CFA Society Okanagan
Affiliate Member (Pronouns: She/Her)
Director, Wealth Planning- BMO Private Wealth
Sara is currently a committee member of the STEP Global Digital Assets Special Interest Group.
