Slide Deck

71 Slides available anytime
  • 71 Slides

Estate Planning Technology: Electronic Wills

 

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society.

Electronic wills have become a hot topic in recent years, and especially during the pandemic. They continue to stir debate despite their obvious advantages, which have led to more legislative support and acceptance. As a result, more states permit electronically signed wills and estate planning documents. This topic will discuss the difference between electronic wills and those signed on paper with remote witnesses, as well as the features of the new Uniform Electronic Wills Act.

Agenda

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

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.