Avatar

Practical Estate Planning for Digital Assets under RUFADAA



Watch Now!
Recording and Slides are Available Here


Forty-three states have enacted the Revised Uniform Fiduciary Access to Digital Assets Act promulgated by the Uniform Law Commission.  The Act establishes rules and procedures by which executors, trustees, agents under powers of attorney, and court appointed guardians and conservators can obtain access to online accounts and other digital property.  The widespread adoption of this law creates a new playing field for estate planners and for fiduciaries. 

 

In this webinar, Andy DeMaio will use case studies to illustrate practical issues that face estate planners and fiduciaries who administer estates, trusts and guardianships. Topics covered will include the following:

 

·         Overview of the Uniform Act

·         The RUFADAA hierarchy – Who is entitled to access?

·         Federal laws affecting electronic communications and computer access

·         Incorporating digital assets into the estate plan

·         Practical and ethical aspects of obtaining access to digital assets after death



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

Andrew J. DeMaio advises clients in trust and estate planning and administration, and in litigation of related matters. He has written and lectured extensively on trusts and estates subjects and on the use of technology in the practice of law. He is an author/editor for Leimberg Information Services, a national online publication for lawyers, accountants, and other professionals.

Andrew and his wife Debby live in Holmdel. They have three sons. In his free time, he enjoys sports photography, cycling, running and golf.

Professional Memberships

  • Fellow, American College of Trust and Estate Counsel (Former Chair, Technology in the Practice Committee; Member, State Laws Committee)
  • American Bar Association (Sections of Real Property, Trust and Estate Law and Taxation)
  • New Jersey State Bar Association (Former Chair, Board of Consultors, Real Property and Trust and Estate Law Section)
  • Monmouth Bar Association


Avatar Avatar Avatar

Christopher Denicolo, Ed Morrow and Brandon Ketron

December 20, 2018 1:00 PM EDT - 2:30 PM EDT ET

10 Biggest IRA-Trust Mistakes - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 21, 2018 1:00 PM EDT - 2:30 PM ET ET

Finding the 199A Sweet Spot
A Special Re-Broadcast

More Info
Avatar

Bob Keebler

December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 27, 2018 3:00 PM EDT - 4:30 PM ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End _ A Special Re-Broadcast

More Info
Avatar

Bob Keebler

December 28, 2018 3:00 PM EDT - 2:30 PM EDT

Bob Keebler Reviews the Final 199A Regulations

More Info
Avatar

Mike Jones

January 04, 2019 3:00 PM EDT - 4:30 PM ET

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

More Info
Avatar

Steve Oshins

January 08, 2019 3:00 PM EDT - 4:30 PM EDT

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

More Info
Avatar

Bob Keebler

January 10, 2019 3:00 PM EDT - 4:30 PM EDT ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting

More Info
Avatar

Howard Zaritsky

January 11, 2019 3:00 PM ET - 4:30 PM ET ET

2018 -- A Year to Remember, Forget, Worry About? A Review of Income, Estate, Gift & GST Tax Developments from the Past 13 Months

More Info
Avatar

Bob Keebler

January 17, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

More Info
Avatar

Jay Adkisson

January 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

The Current State of 831(b) Captives

More Info
Avatar

Marty Shenkman

January 25, 2019 1:00 PM EDT - 2:30 PM EDT ET

Marty Shenkman's Notes from the Proceedings of the 53rd Heckerling Institute on Estate Planning

More Info
Avatar

Bob Keebler

January 31, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Advisors Need to Know about Cost Segregation

More Info
Avatar

Michael Geeraerts

February 1, 2019 1:00 PM EDT - 2:30 PM ET ET

The First 199A Tax Filing Season Is Coming: What Advisers Should Know

More Info