Estate Planning in an Online World: Advising Clients on Managing a Digital Legacy

December 12, 2018 1:00pm - 2:30pm EST


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Roundtable Moderator: Vanessa L. Kanaga, Esq., President and Director of Content Development, InterActive Legal

Roundtable Panelists:  

Betsy Ehrenberg, CEO, Legacy Concierge

Dale Kaiser, Esq., Dale Kaiser Law Group

Lee Poskanzer, CEO & Founder, Directive Communication Systems, Inc.

David Slonim, Esq., The Slonim Law Firm; Obolus

Event Description:

Whether it’s a simple Facebook account, a library of online photo and video content, or a slate of online banking, investment, and credit accounts, nearly every estate planning client has some sort of online presence or digital footprint.  In some cases, the ownership of these items may be of utmost importance to the client.  In all cases, there may be security and access issues that should be addressed. For example, if all of a client’s bills are paid online – perhaps automatically – someone needs to be able to access those accounts to either make sure debts are paid or cancel automated payments until they can be handled appropriately.  Many clients may have chosen to go “paperless” so that the only way for a fiduciary to know the scope of their financial assets will be via online account access.  Other clients may have a limited online presence, but family members may want to download and preserve photos and videos.

As estate planners, our clients’ online activity will vary greatly, and a variety of issues can arise.  Join us for a live video roundtable discussion of these topics, where our panel of experts will address the following – and more:

• What is meant by “digital assets” and how to best advise clients given the large scope of that term

• How various online platforms handle death of an account owner

• Best practices for allowing a fiduciary to handle online accounts and content

• Developing checklists/questionnaires to gather client information

• Cybersecurity concerns for lawyers gathering such client information

Don’t miss this discussion of estate planning in a digital world.


Our Roundtable Moderator

Vanessa L. Kanaga, Esq., President and Director of Content Development, InterActive Legal ^

Vanessa Kanaga joined InterActive Legal in April 2013 and serves as President and Director of Content Development. Ms. Kanaga received her J.D. from Cornell Law School, Magna Cum Laude, in 2006, and a B.A. in Philosophy from Wichita State University, with a minor in Music, in 2003. She also served as a Legal Intern in the City Attorney’s Office in Ithaca, New York during the Summer of 2004. In 2011, Vanessa received an Advanced Professional Certificate from New York University School of Law. Following law school, Vanessa practiced in New York for several years, at Milbank, Tweed, Hadley & McCloy, LLP, and then Moses & Singer, LLP. In 2012, she returned to her home town of Wichita, Kansas, where she was an associate attorney in the estate planning and probate practice group at Hinkle Law Firm, LLC, before joining InterActive Legal.

Meet the Panelists

Betsy Ehrenberg, CEO, Legacy Concierge ^

Betsy Ehrenberg is CEO and founder of Legacy Concierge: a service platform that manages an electronic vault containing data elements and documents pertinent to an individual’s assets and electronic footprint. Upon death, specific audit driven tasks remove the digital footprint of the deceased. Legacy Concierge operates nationwide and currently maintains notification protocols for government agencies and private enterprise.

Dale Kaiser, Esq., Dale Kaiser Law Group ^

Dale Ann Kaiser concentrates her legal practice in estate and family business planning and estate and trust administration. Dale works closely with clients and their families and advisors to design and implement a comprehensive estate plan to meet that family’s goals. She combines her technical expertise with creativity and pragmatism.  In 2014, Dale was awarded the Accredited Estate Planner® (AEP) designation by the National Association of Estate Planners and Councils (NAEPC).

Lee Poskanzer, CEO & Founder, Directive Communication Systems, Inc. ^

Lee Poskanzer is the CEO of Directive Communication Systems (DCS). With the recognition of the growing need for solutions for managing digital assets and online accounts, Mr. Poskanzer founded DCS, helping all aspects of digital assets directives management including estate professionals, their clients, and website owners with the planning and administration of their digital estate. DCS has become an established and respected authority on the digital afterlife. In addition, Mr. Poskanzer has authored several articles on this topic.

David Slonim, Esq., The Slonim Law Firm; Obolus ^

David Slonim is the CEO and founder of Obolus and founder of the Slonim Law Firm, headquartered in Melbourne with multiple offices across Florida. David is an established expert in elder law, and is often asked to speak on complex issues in wills & trusts, probate, guardianship, and Medicaid planning. He is also an authority on digital estate management, an emerging field involving the legislation, management, and planning of digital assets: online accounts and all the personal information encompassed therein.

CLE Credits

InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.

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