NAEPC Webinar: Avoiding the Twilight Zone of Estate Administration
Continuing Education Credit
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.
Registration Fees
- $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
- $60 / member of an affiliated local estate planning council or at-large member of NAEPC
- $100 / individual non-member
- $250 / council meeting or group gathering (council dues must be current at the time of registration)
*Special note for those in an area of the country that does not observe daylight savings time... please take special care to review the timing of the program when you receive your confirmation, and to adjust it based on the current time of year. All NAEPC programs take place at 3:00 pm ET unless noted otherwise on this website or within an NAEPC newsletter.
Next Program
December 10, 2014 ∙ 3:00 pm - 4:00 pm ET
Avoiding the Twilight Zone of Estate Administration
M. Holly Isdale, JD
If you had died last night, would your family, partners, executors, or clients know how to access your online information - and more importantly, what to do with your digital footprint? Our lives are increasingly online - our correspondence is often virtual, our “assets” now include online content, IP addresses, and music, books or memorabilia that exist only in the "cloud." The average home has 6 or more internet connected devices. To access these, most adults use at least five unique passwords that update at least quarterly. Could someone find, much less manage, all of your information if you died? What are the planning considerations for these unique assets? Attend this webinar to learn what structures or language you should be adding to your client's wills, revocable trusts, HIPPA documentation, and powers of attorney. The topic of digital death encompasses issues of access to data, in all its forms, as well as the problems of collecting, valuing or transferring these digital assets. Understanding the risks to investments, businesses and families from failing to plan for “digital death” is critical to preserving these assets intact. The webinar will also review the limits on digital assets, impediments to transferring assets, the current state of the law, the recently released Uniform Fiduciary Access to Digital Assets proposed legislation, and will recommend action steps advisors can take help clients organize and protect their digital assets.
About our Speaker:
Holly Isdale founded Wealthaven in 2010 to provide clients with a single point of contact for the oversight of their wealth management needs. After 20-plus years on Wall Street, she was frustrated by the fact that wealthy families, despite hiring the best attorneys, accountants and investment teams, still could not achieve their financial goals, primarily due to lack of coordination and execution among the experts. Holly created Wealthaven to provide clients with high level strategic planning, hands-on oversight and conflict-free advice. Holly has worked with entrepreneurs and business owners for her entire career – from initial funding to IPOs or mergers, through succession planning and even last rites. This in-depth knowledge of tax, investments, estate planning, family governance, philanthropy and just plain common sense, allows her to help families to identify their goals, create an actionable plan and to deliver results.
A graduate of Cornell University and of Boston University School of Law, Holly began her career as a corporate tax attorney but left the active practice of law in 1994 to build and lead the estate and financial planning practices for several top Wall Street firms, including JPMorgan, Goldman Sachs, Lehman Brothers and Bessemer Trust.
Holly serves on the board of Family Firm Institute, the global organization for family business consultants. She is a member of the American Bar Association’s Real Property, Trust and Estate Committee, the Purposeful Planning Institute, Philadelphia Estate Planning Council, Society of Trust and Estate Professionals and several other organizations. She is a frequent speaker on issues relating to family, tax and transition issues as well as philanthropic considerations. Holly recognized as a finalist for the Family Business Advisor of 2013 award from STEP (Society of Trust and Estate Professionals).
Past Programs
Missed a live program? Not to worry!
Archives of all programs are available by clicking HERE. The fee to participate is the same as the live feed.
“Perspectives on the Future of Estate Planning as a Profession”
Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
"Special Needs Trusts, What Every Estate Planner Needs to Know"
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
"The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA"
Erica Nadeau, CPA & Scott E. Squillace, Esq.
"The Hybrid Domestic Asset Protection Trust: a Third-Party Trust That Can Turn Into a Self-Settled Trust" (Intermediate / Advanced)
Steven J. Oshins , JD, AEP® (Distinguished)
"How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients" (All levels)
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
"2014 Heckerling Institute Highlights" (Intermediate)
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
"The ATRA-Math: Estate Planning AFter the American Taxpayer Relief Act of 2012" (Intermediate)
Thomas J. Pauloski, JD
"Cognitive Errors in Group Decision Making" (All levels)
Nancy B. Rapoport
"Charitable Strategies to Help Create and Protect Legacy" (basic / intermediate)
Laura Malone, CAP®, CEPA
"Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount)" (advanced)
Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee
"2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!" (advanced - intermediate)
Turney P. Berry, JD, AEP®
"In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities"
Tom Breedlove / Care.com
"Increasing Client Receptivity from The Right Side of the Table"
Todd Fithian
Webinar Cancellation Policy: Cancellations made prior to 14 days of the webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. All cancellations will receive the replay link. Please direct questions about billing or refunds to Webinars@ConferTel.net or 866-930-4500.
