On-Demand Video
CC

Digital Assets Update 2022


  • City:
  • Start Date:2022-03-08 19:00:00
  • End Date:2025-03-08 19:00:00
  • Length:
  • Level:Various
  • Topics:Estates

$249.00 ["ProPass"]

[{"jurisdiction":"Supreme Court of Delaware Commission on Continuing Legal Education","status":"Self Apply","state":"Delaware","credits":"","expiration_date":"March 8, 2023","speciality_credit":[{"category":"General","state_category":"General","credit":"3.0"}]},{"jurisdiction":"Virginia State Bar","status":"Self Apply","state":"Virginia","credits":"","expiration_date":"October 31, 2022","speciality_credit":[{"category":"General","state_category":"General","credit":"3.0"}]},{"jurisdiction":"Supreme Court of New Jersey Board on Continuing Legal Education","status":"Reciprocity ","state":"New Jersey","credits":"","expiration_date":"March 8, 2025","speciality_credit":[{"category":"General","state_category":"General","credit":"3.6"}]},{"jurisdiction":"The Florida Bar","status":"Self Apply","state":"Florida","credits":"","expiration_date":"September 8, 2023","speciality_credit":[{"category":"General","state_category":"General","credit":"3.5"}]},{"jurisdiction":"New York CLE Board","status":"Approved","state":"New York","credits":"","expiration_date":"March 8, 2025","speciality_credit":[{"category":"General","state_category":"Areas of Professional Practice","credit":"3.5"}]},{"jurisdiction":"Supreme Court of Ohio","status":"Credit not available","state":"Ohio","credits":"","expiration_date":"December 31, 2022","speciality_credit":[{"category":"General","state_category":"General","credit":"0.0"}]},{"jurisdiction":"West Virginia State Bar Continuing Legal Education Commission","status":"Applied for","state":"West Virginia","credits":"","expiration_date":"March 8, 2025","speciality_credit":[{"category":"General","state_category":"General","credit":"3.6"}]},{"jurisdiction":"Pennsylvania Continuing Legal Education Board","status":"Approved","state":"Pennsylvania","credits":"","expiration_date":"March 8, 2024","speciality_credit":[{"category":"General","state_category":"General","credit":"3.0"}]}]
Credit States Status Credits Earn credit until

Overview

Many people own digital assets: everything from domain names and electronically stored photos and videos to email and social media accounts. Many people now store everything online, including financial records. If your estate plan does not include your digital assets, your heirs may not be able to access important information.

This program will cover:

What is included in digital assets
How to deal with financial institutions when working with digital assets
Managing Interviews with Clients
Law Firm policies
Drafting language
Malpractice Insurance
Ethics throughout the program
And more!

Recorded in March 2022.

Faculty

Jennifer Zegel Esq.

Jennifer L. Zegel is a partner at Kleinbard and is the Practice Leader of the Firm’s Trusts and Estates Group. She focuses her practice on the representation of clients in the areas of trusts and estates, business law, and real estate. She handles a wide range of trusts and estates matters including the drafting of wills, trusts, special needs trusts, powers of attorney, and health care powers of attorney documents at all levels of complexity. In addition, Jennifer assists clients in estate, trust, and guardianship administration, and business succession planning. She regularly advises fiduciaries with respect to their duties and obligations in connection with the administration of estates and trusts, and serves as outside counsel to several corporate fiduciaries. A significant portion of Jennifer’s trusts and estates practice is devoted to asset distribution while minimizing potential tax liability on asset transfers, as well as formulating creative plans for unique family situations and dynamics. Jennifer advises clients on all aspects of estate and tax planning, including estate tax, generation-skipping transfer tax, gift tax, state death taxes, and fiduciary income taxes. Jennifer is also a trained mediator and has worked with multiple families in contentious estates to reach an amicable resolution on the distribution of assets without the need for judicial intervention. Her experience also includes entity formation, drafting and negotiating commercial contracts, shareholder, partnership and operating agreements, and analyzing business structures for legal, liability, and tax issues while providing cost-saving business solutions to clients. In addition, she handles real estate matters for both residential and commercial clients and has vast experience remedying tangled title disputes. Jennifer also has a special focus in estate planning and the estate administration of digital assets, which is becoming a fast growing and increasingly complex area. She is at the forefront of this emerging section of property transfers, which also overlaps and intersects with technology, privacy, and accessibility considerations. Jennifer regularly advises clients on how to incorporate digital asset planning into an estate plan or business succession plan. Jennifer is a sought-after speaker, thought leader, and media source on the topics of estate planning, with a special focus on digital assets, cryptocurrency, and blockchain technology. She has been featured in a number of publications, including Forbes and Bloomberg Tax. She is also the co-author of “Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology,” a book published in 2022 by Lexis Nexis that explores the ways technology has disrupted the traditionally paper-based estate industry and provides a practical framework for global advisors and clients alike to incorporate digital assets into the estate planning conversation. In addition, by working with two other Philadelphia attorneys, Jennifer co-created and co-hosts the Digital Planning Podcast, which is dedicated to exploring all things digital in connection with estate planning, business planning, and estate administration. In addition, she is a Fellow of The American College of Trust and Estate Counsel (ACTEC), an international organization of approximately 2,400 lawyers peer-elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and expertise in the preparation of wills and trusts, estate planning, probate, trust administration and related practice areas.

Ross Bruch Esq.

Mr. Bruch joined Brown Brothers Harriman in 2017 as a Wealth Planner in the Philadelphia Private Banking office. He has spent his entire career advising successful individuals and business owners on the preservation, growth, and transfer of wealth. In his current role, Mr. Bruch provides family office-level service to his clients. While each of his clients has a unique objective that he helps to achieve, his particular expertise ranges from saving income and estate taxes on the sale of a business, to preparing the next generation to inherit liquid wealth or a going-concern family business, to coordinating the legal and tax structure of his clients’ assets. He was previously in private legal practice in Saul Ewing LLP’s Private Client Services group. Mr. Bruch currently chairs the Technology Committee of the Philadelphia Bar’s Probate and Trust Law Section and is the editor of the “Technology – Probate” column for the ABA’s Probate and Property Magazine. Along with Jennifer Zegel and Justin Brown, he co-hosts the Digital Planning podcast. Additionally, he is the co-founder of Estate Genie, LLC, an estate administration automation software company. Mr. Bruch received his B.A., M.S., and J.D. from the University of Pennsylvania and his LL.M. (tax) from Temple University. He is currently pursuing a Certified Financial Planner (CFP) certification.

Justin Brown Esq., LL.M.

Justin H. Brown is a partner at Ballard Spahr LLP where he is a member of Ballard’s Private Client Services Group, the Tax Group, the Blockchain Technology and Cryptocurrency Group, and the Artificial Intelligence Task Force.   A Fellow in the American College of Trust and Estate Counsel, he develops creative strategies for wealth transfer, asset protection, and business succession.  Justin also counsels fiduciaries on their duties and obligations in connection with the administration of estates and trusts.  A leader in the area of digital asset planning, he implements cutting-edge strategies to help clients plan for technologically innovative asset classes.   Justin is a co-host of “The Digital Planning Podcast,” which educates individuals about all things digital in estate planning, business planning, and estate administration.  Now in its fifth season, The Digital Planning Podcast is internationally known as one of the leading podcasts on digital estate planning.  Justin is an adjunct professor at Temple University’s James E. Beasley School of Law where he teaches income taxation of trusts and estates, and he is currently the Vice Chair of the Probate and Trust Division of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association.  A frequent writer and speaker, Justin was recently awarded ADL’s national Daniel R. Ginsberg Leadership Award in recognition of his work in ADL education.  He received his B.A. from Washington University in St. Louis, his J.D. from The American University Washington College of Law, and his LL.M. in Taxation from Villanova University School of Law. 


You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.