First American

Estate Planning for and Administration of Digital Assets

Join us for a CE course for estate planning attorneys and CPAs. The deployment and use of so-called digital assets has proliferated at breathtaking speed. Virtually anyone who uses a computer or a smart phone has digital assets whether he or she recognizes them as such or not. Some digital assets are just items or information that may have intangible value to the owner and his or her family members but no monetary value. Other digital assets, such as cryptocurrency or the “key” to gain access to cryptocurrency, may have tremendous monetary value. A fiduciary in the 21st century must be prepared to recognize and handle digital assets. In this teleconference, we will take a close look at the following:

  • What are Digital Assets?
  • Contractual Provisions Imposed by Electronic Services Providers
  • Estate Planning Document Provisions to Facilitate Gaining Access to and Handling of Digital Assets
  • Impact of Applicable Laws Including the Revised Uniform Fiduciary Access to Digital Assets Act

Join us on May 24, 2022 for an online estate planning program and earn continuing education credits for attorneys (MCLE) and/or CPAs (CPE).


CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours