In today's world, it is important that estate planning include contingencies for digital assets. This course defines what constitutes a digital asset and reviews important factors to consider when estate planning. Highlights include the importance of password protection and documentation, preparing an estate plan for digital assets, identifying and authorizing a fiduciary, and the current legal environment governing digital assets. Learn about the difficulties faced with digital ownership, management, and retrieval of digital assets as well some of the solutions for managing and protecting information from identify theft and hacking.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Recognize the difficulty in accessing digital assets of a deceased person
Identify digital assets
Identify critical components of digital asset planning
Recognize the difference between owned and leased digital assets
Recognize the approaches corporations and states are taking with accessing digital assets of deceased individuals
Major Topics
Digital Asset
Financial Assets
Ownership vs. Access
Digital Estate Planning
Identity Theft and Hacking