When Reporting on your SC Commission Compliance Report, please use this code: 170634ADT

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About the Teleseminar

 Some of the most valuable assets a client has are the most difficult to define, value, and transfer on death.  “Digital assets” – everything from digital music and pictures stored online, to bank and credit card reward programs, Facebook pages and online TurboTax files, bank and retirement account user names and passwords, and so much more – are a class of asset that every client has and a class of assets that are largely new to planning. They are not governed by a conventional set of federal or state laws, rather by a complex set of rules set by a variety of organizations, none of which are standardized but which planners need to understand nonetheless to satisfy client expectations.  This program will provide you with a real-world guide to the nature of digital assets, how they are controlled by policy and law, and how you should think about them for planning purposes.  

  • Digital assets in estate planning – defining and transferring them on death
  • How failure to plan for these assets can scuttle estate plans and disappoint client expectations
  • Fiduciary access to digital assets under current law
  • Practical planning for digital assets – what works, what doesn’t, and what’s not at all clear
  • How user polices impact the planning process – what you need to know about how these assets are titled and controlled
  • How federal law impacts the planning process and unconventional planning issues

About the Speaker

Gerry W. Beyer is the Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, where he specializes in estate planning.  He is widely recognized as a leading national authority on estate and trust planning for pets and is a frequent contributor to both scholarly and practice-orientated publications. He has authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law and a casebook on estate planning published by the West.  Professor Beyer is an Academic Fellow of the American College of Trust and Estate Counsel.  He received his B.A., summa cumlaude, from Eastern Michigan University, his J.D., summa cum laude, from Ohio State University College of Law, and his LL.M. and J.S.D. from the University of Illinois College of Law.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour

(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.