The deployment and use of so-called digital assets has proliferated at breathtaking speed. Virtually anyone who uses a computer or a smart phone has digital assets whether he or she recognizes them as such or not. Some digital assets are just items or information that may have intangible value to the owner and his or her family members but no monetary value. Other digital assets, such as cryptocurrency or the “key” to gain access to cryptocurrency, may have tremendous monetary value. A fiduciary in the 21st century must be prepared to recognize and handle digital assets. In this teleconference, we will take a close look at the following:

• What are Digital Assets?

• Contractual Provisions Imposed by Electronic Services Providers

• Estate Planning Document Provisions to Facilitate Gaining Access to and Handling of Digital Assets

• Impact of Applicable Laws Including the Revised Uniform Fiduciary Access to Digital Assets Act

This is a hybrid event. You are invited to join us at lunch at 12:30 prior to the live teleconference at 1:00.

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $15. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!