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Estate Planning Privacy and Access Rights to Digital Information

 

Understand federal and state privacy laws that hinder fiduciary access to online accounts and digital assets.

Paper is so 2000 years ago. The next generation client does everything online, including titling assets, designating beneficiaries, signing documents and paying bills. In this course, our speaker will describe the federal and state privacy laws that inhibit fiduciary access to online accounts and digital assets and those that attempt to ensure such access. The material will also review planning to address digital assets, in general.

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Estate Planning Privacy and Access Rights to Digital Information

Agenda

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Estate Planning Privacy and Access Rights to Digital Information

Faculty

Suzanne Brown Walsh

Suzanne Brown Walsh

Murtha Cullina LLP

  • Member in Murtha Cullina LLP’s trusts and estates department
  • Represents clients in the areas of estate and tax planning, particularly for families of children with special needs, elder law, estate and trust administration, trust modifications and trustee changes
  • Nationally known for her speaking and writing, including the Heckerling Institute on Estate Planning, the Southern Federal Tax Institute, and numerous regional organizations throughout the country
  • Since 2005, she has served as one of Connecticut’s Commissioners on Uniform Laws; as such, she represents the state as a member of the Uniform Law Commission, a national organization which promotes statutory uniformity
  • Presently a member of the ULC’s Joint Editorial Board for Uniform Trust and Estate Acts, its Legislative Council, and the Drafting Committee on Fundraising through Public Appeals Act; previously, she chaired the ULC’s drafting committees for the Uniform Electronic Wills Act (2019), Revised Uniform Fiduciary Access to Digital Assets Act (2015), the Amendments to the Uniform Principal and Income Act (2008), as well as a study committee on mental health advance directives
  • Fellow of the American College of Trusts and Estates Counsel (ACTEC), immediate past chair of its Digital Property Committee, and is a member of the Digital Property, Program and State Laws Committees
  • Has served on the board of directors of several community organizations, including PLAN of Connecticut, Inc., a nonprofit corporation providing low cost trust services to the families of the disabled; before it was disbanded, she served for years on the Connecticut Law Revision Commission’s Probate Advisory Committee
  • Has achieved the highest rating in the Martindale-Hubbell Law Directory; ranked in Chambers High Net Worth, Chambers & Partners-Publishing
  • J.D. degree, Suffolk University Law School; B.S. degree, Boston University
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Estate Planning Privacy and Access Rights to Digital Information

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