Digital Assets & Probate for Private Client Practitioners - Beyond the Basics

Introduction

The pace of change has accelerated in the last two years and more of our lives and our clients’ lives are now digital.

The issue for many practitioners is how to address those digital aspects of life with existing statutes, some of which are approaching a hundred years old.

This new virtual classroom seminar is for private client practitioners wishing to go beyond the basics of digital assets.

What You Will Learn

This live and interactive session will cover the following:

• The full extent of the term ‘digital assets’ - it is not simply a matter of cryptocurrency!
• Asking the right questions of clients, to include a sample client questionnaire
• The extent of the client's digital footprint and the relevant digital pathways
• Mechanisms for the transfer of non-financial digital assets in the social media sphere
• The role and responsibilities of digital executors and digital managers in the context of the estate’s settings, and when each may be appropriate
• Addressing the client’s security concerns regarding hardware, software, and cloud assets
• Steps that professionals should and should not take to limit professional liability

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.