PPT-Digital Assets and Estate Planning

MCLE Estate Planning Symposium 2015 June 17 2015 Katie L S Von Kohorn Esq Casner amp Edwards LLP 303 Congress St Boston MA 02210 vonkohorncasneredwardscom kszal 6174265900. Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). Agricultural Estate Planning. Rusty . Rumley. . Staff Attorney, National Ag Law Center. 479-575-7646. . • . nataglaw@uark.edu. The nation’s leading resource for agricultural and food law research and information. Part Three. Transferring Assets, Use of Trusts, DPA, Long Term Care Health Insurance. Managing for Today and Tomorrow. Homework Review. Did you look at your net worth statement?. Did you look at the trend in net worth?. High Net Worth Clients. Alaina Spec. 400 – 1565 Carling Avenue | Ottawa | Canada | K1Z 8R1 | T: (613)236-9442 | F: (613)236-7942 | TF: (888) 909-9442. Overview. Estate Planning - who, what, where, when, why…. Presented by Sharon Rivenson Mark, Esq. and Shirley B. Whitenack, Esq.. Adapted from Presentation by Catherine A. Seal, Esq.. What are digital assets?. Digital asset” means an electronic record. The term includes the content of electronic communications.. Needs. Please do not distribute further. Naomi Cahn, GWU Law School, April 15, 2013. D. ifferent roles for attorneys re digital assets . Our roles: Planning for clients . and. advising fiduciaries. Provided by the FPA. ®. of New York. 2. ALL INFORMATION CONTAINED IN THESE PAGES IS FOR INFORMATIONAL PURPOSES ONLY. . IT SHOULD NOT BE CONSIDERED LEGAL ADVISE. . PLEASE CONSULT AN ATTORNEY BEFORE TAKING ANY STEPS BASED ON THIS INFORMATION. . Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. source: mediaarchaeologylab.com. source: . sfhcbasc.blogspot.com. McAffee, 2013, Digital Assets Survey. McAffee, 2013, Digital Assets Survey. Legal Landscape. 2013, The Digital Beyond. John C. H. Grabill. Presented by . Howard H. Collens . Patricia E. Kefalas Dudek. State Bar of Michigan ELDER Section . Lost in Translation Conference. October 5, 2012. 1. 2. OBJECTIVE. . To answer the question: . One year later - What happens to my digital “stuff” when I die or become disabled?. MCLE Estate Planning Symposium 2015. June 17, 2015. Katie L. S. Von Kohorn, Esq.. Casner. & Edwards LLP. 303 Congress St., Boston MA 02210. vonkohorn@casneredwards.com. . @. kszal. 617.426.5900. to the tiny detailsour Trust Department team will work with youyour a31orney accountant 30nancial advisor and other professionals to ensure that your speci30c needs are metOur experienced team brings jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. Life Is Like A Baseball Game. Some Issues too tough!. Uncertain World. Let’s talk about how best to keep control – whether it rains or shines. Smart Estate Planning: Keeping . Control In The Family.