Planning with Digital Assets (Online Seminar)

MCLE Credits: 2.0
Ethics Credits Included: 0.0

MCLE Credit: 2.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $149 (Includes a downloadable audio version.)
Viewable Through: 08/31/2023

Information

A pre-recorded streaming AUDIO replay of the August 2020 webcast, Planning with Digital Assets.


Topics Covered

Competence in this area requires you to be up-to-date on basic estate planning documents, wills, trusts, and powers of attorney.

  • Learn about the history and evolution of the Act
  • Understand the role of the custodian and the default rules under the Act
  • Examine specific provisions that require explicit authority under documents
  • Review language that should be included in estate planning documents

In the age of Internet, digital assets have become more prevalent and, in some cases, valuable. Almost everyone has a digital asset (e.g., an email account, a Facebook account, or a Twitter account). Virginia has adopted the Uniform Fiduciary Access to Digital Assets Act (the “Act”) to modernize fiduciary law to work in conjunction with Virginia’s existing law on probate, guardianship and conservatorships, trusts, and powers of attorney. However, not all estate planning documents specifically address digital assets, which could have unintended consequences and restrict access by fiduciaries.

 
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Schedule

Faculty

ABOUT THE SPEAKERS


James P. Cox, III,
MichieHamlett / Charlottesville

James P. Cox, III, is a member of the firm MichieHamlett. His areas of practice include estate planning and administration, real estate, and litigation and court proceedings relating to estate matters. He is a member of the American College of Trust and Estate Counsel and a Virginia Law Fellow, and a Committee member of Virginia CLE®. He is the author of the annual supplements to the two-volume treatise Harrison on Wills and Administration in Virginia and West Virginia, published by LexisNexis, and the editor and contributing author to the Virginia CLE® publication Estate and Trust Administration in Virginia.

Christine Nguyen Piersall, Williams Mullen / Norfolk

Christine Nguyen Piersall is chair of the Estate Planning: Private Client & Fiduciary Services Practice at Williams Mullen. She focuses her practice primarily on estate tax planning, estate and trust taxation and administration, and elder law. She has experience with conservator and guardianship matters, family limited partnerships, and business succession planning. She also represents clients in commercial banking and real estate matters.

Locations, Dates and Fees

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