We are pleased to announce a new seminar series that will keep our clients and colleagues informed on recent developments and industry best practices. The seminars take place in our beautiful, state-of-the-art conference room on the 38th floor of the US Bancorp Tower. Seminars are complimentary and include a boxed lunch.
To register, contact email@example.com or call us at 503-226-2966. Seating is limited, so be sure to contact us soon!
ESTATE PLANNING IN
THE BRAVE NEW WORLD OF ELECTRONIC ASSETS
JULY 21, 2011, 12 NOON – 1:30 P.M.
Do you access or store important financial or family information online in an electronic format?
Most of us do. These “virtual assets” include emails, digital images, electronic financial statements, social media accounts, web sites, and e‐banking related accounts, among others. Many of these assets are generally transferred through a client’s will or trust.
As more of our population goes online, we’ve seen a rising number of cases surrounding the use (and abuse) of these assets. In this seminar we’ll discuss how the growing prevalence of electronic or internet based assets has changed the way we approach the estate planning process, and how estates and trusts are administered after someone dies. We will conclude by talking about the pros and cons of some of the different “online vaults” that are available to clients.