MASTER
 
 

Protecting your clients digital assets

By NAIFA St. Louis (other events)

Tuesday, August 18 2020 12:00 PM 1:00 PM CDT
 
ABOUT ABOUT

Webinar - Once Registered you will receive a zoom invite 3 days out from the live event.

About the program: 
Protecting the estate and its digital assets is an ongoing activity. Knowing where to start, what information to collect and keeping on top of the process is a monumental task. If left to the investor, their successor and/or the fiduciary, many digital assets and electronic records will remain in cyberspace after a person passes away creating accounting and disposition resolution problems that are costly and embarrassing. Digital assets represent and are a dynamic road map to major portions of an estate. For this reason, attorneys, wealth managers and insurance advisors have a compelling reason to stay current with this asset class, conduct an annual digital asset review and ensure that digital property protections are in place.