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Estate Planning and Estate Administration with Digital Assets

Speaker: Justin H. Brown

11/12/2018

Podcast Category: Tax

Estate Planning and Estate Administration with Digital Assets

As individuals have increased their online financial and social presences, they have begun to accumulate an assortment of digital assets that potentially add significant monetary or sentimental value to their estates. Ownership of digital assets may create challenges during the estate planning process, and fiduciaries may face corresponding hurdles in transferring and accessing digital assets and administering estates with digital assets.

This podcast is a recording of the October 22, 2018 Philadelphia Bar Association Probate Section's Technology Committee lunch and learn discussion on estate planning and estate administration with digital assets.

Key topics include:

  • Defining the term "digital assets"
  • Exploring the status of Federal and Pennsylvania law regarding fiduciary access to digital assets
  • Planning with crypto currencies
  • Locating, accessing, and obtaining custody of digital assets during the estate administration process
  • Navigating terms of service agreements
  • Distributing digital assets to beneficiaries.

Speakers include:

  • Justin H. Brown, Partner, Pepper Hamilton LLP
  • Jennifer L. Zegel, Partner, Kleinbard LLC
  • Ross E. Bruch, Vice President of Wealth Planning, Brown Brothers Harriman & Co.

To listen to the podcast, visit http://bit.ly/2OI0ZCl.

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