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OnDemand Course

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.

89 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Challenges to Fiduciary Access to Digital Assets

  • Federal Privacy Laws
  • Anti-Hacking Laws
  • Passcodes and Encryption

Revised UFADAA

  • Applicability
  • Online Tools
  • Estate Planning

Procedures for Disclosure of Digital Assets

  • Levels of Access
  • Content Versus Other Data
  • Which Fiduciaries Can Obtain Content and Other Data?

Framing the Request

  • What Is Required
  • Requests for Court Orders
  • Examples and Cases

Mechanics of Planning

  • Consent Form for Digital Assets
  • Considerations for Content Creators
  • Cryptocurrency Issues, Considerations
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on March 16, 2021.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • IAPP 1.5
     
  • This course has been approved through the International Association of Privacy Professionals (IAPP) for 1.5 CPE Credit(s). This course is applicable to the following certifications: CIPP/A, CIPP/C, CIPP/E, CIPP/US, CIPM, CIPT.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

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Product ID: 406608
Published 2021
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