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Estate Planning › Trusts › Digital Assets

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Adler Pollock & Sheehan P.C.

Digital Assets: Properly Account for These Assets in Your Estate Plan

Adler Pollock & Sheehan P.C. on

In 2024, it’s fair to say that most people have some form of digital assets. This asset type can include digital photos, video and music collections; social media accounts; online banking and brokerage accounts; or...more

Rivkin Radler LLP

Accounting for Digital Assets in Your Estate Plan

Rivkin Radler LLP on

The beginning of March marked the collapse of crypto-focused Silvergate Bank. That same month, the bank shut down its Silvergate Exchange Network, which allowed clients with holdings in digital currency to move U.S. dollars...more

Harris Beach PLLC

Including Digital Assets in Your Modern-day Estate Plan

Harris Beach PLLC on

In the ever-increasing digital world, it is important to consider your digital assets when preparing your estate plan. Your digital assets can hold tremendous economic and sentimental value to you and your loved ones, making...more

Cole Schotz

Common Errors that Arise during an Estate Administration

Cole Schotz on

In our busy practice, we tend to see certain recurring errors. In particular, we see planning errors that arise during the estate administration process after someone dies. Below are a few of these common errors, and, in the...more

Holland & Knight LLP

Planning for the Future: Estate and Tax Planning with Digital Assets

Holland & Knight LLP on

Cryptocurrencies are becoming a larger component of investors' portfolios, especially for millennials and Generation Z, who collectively make up 94 percent of cryptocurrency buyers. While it may seemingly be too early for...more

Troutman Pepper

Interview with Cody Barbo - Digital Planning Podcast

Troutman Pepper on

Listen to our digital planning podcast and learn about all things "digital" as to estate planning, business planning, and estate administration. Your hosts — attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide...more

McDermott Will & Emery

[Webinar] Private Client Virtual Forum | CryptoTrustees – Estate Planning & Cryptocurrency - June 17th, 10:00 am - 11:00 am PDT

McDermott Will & Emery on

Join us as we discuss the issues facing trustees and individuals holding cryptocurrency or seeking to invest in cryptocurrency. We will explore the evolving regulatory environment as well as evolving estate planning...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You Haven’t Provided a Password List To Relatives

Adler Pollock & Sheehan P.C. on

If you’re like most people, you’ve probably encouraged your elderly relatives to list of all their assets and contact information, including passwords to online accounts. This will enable you or other family members to access...more

Burns & Levinson LLP

Estate Planning for Digital Assets: Examining the Austen Family

Burns & Levinson LLP on

In this day and age, virtually everyone has a digital presence, and we can presume that Jack Austen was no different. We can also presume that Jack, like many clients, failed to properly consider or address his digital assets...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan

Adler Pollock & Sheehan P.C. on

You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power of attorney. While these documents are essential for your plan, your family could also use a “road map” to...more

Troutman Pepper

Digital Planning Podcast: Funerals360

Troutman Pepper on

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration. Your hosts, Jennifer Zegel, Ross Bruch and Justin...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - February/March 2020

Adler Pollock & Sheehan P.C. on

Inside this Issue: - Executors and trustees: The name game - What are the benefits of a durable power of attorney? - Digital assets and your estate plan: This asset type requires special planning - ESTATE PLANNING...more

Troutman Pepper

Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part Two

Troutman Pepper on

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration. Your hosts, Jennifer Zegel, Ross Bruch and Justin...more

Troutman Pepper

Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part One

Troutman Pepper on

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration. Your hosts, Jennifer Zegel, Ross Bruch and Justin...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2019: Put pen to paper How a letter of instruction can benefit family harmony

Adler Pollock & Sheehan P.C. on

A person’s will is the centerpiece of his or her estate plan. Typically, it’s the most important document used in estate planning and is created before any other. A document that complements a will is a letter of instruction....more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – What Happens to Social Media and Other Digital Life When You Die?

Farrell Fritz, P.C. on

Over the holidays, it’s likely that you or a loved one received some type of computer or device that connects to internet websites, email, and applications. Or that pictures were taken and stored on such a device, or that...more

Katten Muchin Rosenman LLP

2016 Year-End Estate Planning Advisory

Katten Muchin Rosenman LLP on

In 2016, we continued to experience a period of relative stability in our federal transfer tax system and have been able to plan without expecting imminent significant changes to the system. Under the American Taxpayer Relief...more

Proskauer Rose LLP

Wealth Management Update - June 2016

Proskauer Rose LLP on

June Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs...more

Harris Beach PLLC

Trusts and Estates Group News: Estate Planning Enters the Digital Age

Harris Beach PLLC on

One reality of modern life is our increasing reliance on digital information and services. It’s difficult to take and then order prints of photographs, accumulate travel rewards, book travel, sort through financial records,...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - April/May 2016

Adler Pollock & Sheehan P.C. on

Have you addressed elderly parents in your estate plan? Typically, an estate plan includes accommodations for your spouse, children, grandchildren and even future generations. But some members of the family can be...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - August/September 2013

Adler Pollock & Sheehan P.C. on

In This Issue: - Is your estate plan bulletproof? Techniques for avoiding litigation over your estate - A good reason to revisit your estate plan: Accounting for digital assets - Making gifts still matters, even...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner - January/February 2013

Shumaker, Loop & Kendrick, LLP on

In This Issue: - Tax deal reshapes estate planning landscape - Are your children prepared to handle your wealth? - Planning your digital legacy - Estate Planning Red Flag: You’re married and relocating into or out...more

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