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Some of the most valuable assets a client has are the most difficult to define, value, and transfer on death. “Digital assets” – everything from digital music and pictures stored online, to bank and credit card reward programs, Facebook pages and online TurboTax files, bank and retirement account credentials – are a class of asset that every client has, yet planning for them is new. These assets are not governed by a conventional set of federal or state laws, rather by a complex set of rules set by a variety of organizations, none of which are standardized but which planners need to understand nonetheless to satisfy client expectations. This program will provide you guide to the nature of digital assets, how they are controlled, and how to plan for them.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour
Michael Sneeringer, Porter Wright Morris & Arthur LLP – Naples, Florida