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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.

Learning Objectives

  • You will be able to recognize the fundamentals of virtual currency.
  • You will be able to identify the history behind virtual currency.
  • You will be able to recognized how Bitcoin is controlled.
  • You will be able to identify the steps in a bitcoin transaction.

89 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 34 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 34 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 June 1, 2021.

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

  • CPE/NASBA - QAS Self Study 2.2 including Information Technology 2.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Information Technology for 2.2 hours. Prerequisite: basic knowledge of estate planning. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 34 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 34 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.

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: 409095
Published 2021
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