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EPI 2018: Planning for Digital Death: Post-Mortem Passwords, Profiles and Posts

Fiduciaries face substantial impediments to obtaining information as to the existence, nature, and extent of a decedent’s digital assets, much less obtaining access. Learn about how to plan for, account for, transition or dispose of digital assets.

 

1.5 hours MCLE Credit, including 1 hour in Estate Planning

The significant presence of and impact of the digital world on individuals is highlighted at death, when the fiduciary of the decedent’s estate must account for, transition or dispose of all of the digital assets acquired and developed during life. Fiduciaries face substantial impediments to obtaining information as to the existence, nature and extent, of a decedent’s digital assets, much less obtaining access. Join Michael Rosen-Prinz and Julie Kwon as they discuss these issues and more, including:

  • What are digital assets?
  • Why  access by the fiduciary is important
  • How California RUFADAA works
  • How to make a request for access
  • Custodian options

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

On Demand ES54824-191

Live program recorded 4/20/18.

 

The significant presence of and impact of the digital world on individuals is highlighted at death, when the fiduciary of the decedent’s estate must account for, transition or dispose of all of the digital assets acquired and developed during life. Fiduciaries face substantial impediments to obtaining information as to the existence, nature and extent, of a decedent’s digital assets, much less obtaining access. Join Michael Rosen-Prinz and Julie Kwon as they discuss these issues and more, including:

  • What are digital assets?
  • Why  access by the fiduciary is important
  • How California RUFADAA works
  • How to make a request for access
  • Custodian options

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

JULIE M. KWON

Julie M. Kwon

Julie M. Kwon, McDermott Will & Emery LLP, Menlo Park, advises wealthy individuals, families, closely held businesses, charities and corporate fiduciaries on all aspects of estate, gift and generation-skipping transfer tax planning, trust and estate administration, business succession, charitable planning and governance, and contested trust and tax matters. Julie speaks frequently before and writes regularly for professional publications and organizations, including the Wall Street Journal, Forbes, Dow Jones, Journal of Taxation, Trusts & Estates, the Heckerling Institute on Estate Planning, the Internal Revenue Service, the American Bar Association, the American Law Institute and numerous regional organizations. She received her J.D. from Yale Law School.

MICHAEL ROSEN-PRINZ

Michael Rosen-Prinz, McDermott Will & Emery LLP, Los Angeles, focuses his practice on estate planning, trust administration and charitable planning. Michael regularly counsels clients on tax-efficient wealth transfer and business succession planning as well as estate, gift and generation-skipping transfer tax issues. Michael also has substantial experience with international estate, trust and tax planning, including advising clients on issues related to foreign trusts and entities, structuring foreign ownership of US real estate, and planning for individuals moving to and from the United States. He received his J.D., from the University of California - Berkeley School of Law.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital