Ten Ways to Protect Your Client's Digital Assets 2022 | NAEPC | 20 April 2022 | Webinar
Venue
What is Qwoted?
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| Event Date | Wed Apr 20 EDT (over 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Financial risks have arisen from the pervasive electronic fraud that is now extant in the virtual and digital age. One important issue to discuss with clients is Protecting Digital Assets. People worked hard to build their wealth. We show how technology can protect it.
Individuals have their name in over 200 locations in cyberspace at their end of life. Trust and estate planning and estate administration should include discussions about digital assets, electronic records, data and documents; all estate planning documents should include legal provisions to control access to and security of these valuable assets.
By the end of this advanced session attendees will be able to:
• Identify digital assets and custodian protocols that create postmortem roadblocks to access.
• Learn ways to assemble and organize keys to electronic records for data and document access and protection.
• Learn strategies to motivate clients to discuss and protect digital assets during trust and estate planning and review.
Speakers
2022 Speakers:
Betsy L. Ehrenberg
CEO, Legacy Concierge