Digital Assets and Estate Planning

Price: $9.75

CPE Credits: 1.0

Category:

Course Number: FIDASSMC

digital assets

Description: This course discusses why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions. Table of Contents
Delivery Method: Online QAS Self Study.
Level: Overview.
Prerequisites: None
Advanced Preparation: None

Author: Patricia McCarthy
Publication: November 2017
Update: January 2018
Format: PDF
Pages: 31
Passing Grade: 70%
Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.
CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize the difficulty in accessing digital assets of a deceased person.
  • Identify digital assets.
  • Identify critical components of digital asset planning
  • Recognize the difference between owned and leased digital assets.
  • Recognize the approaches corporations and states are taking with accessing digital assets of deceased individuals.

“Overall Course Rating: 5 Stars – Anonymous 10/2018

“Overall Course Rating: 5 Stars -“Really appreciated this course- very practical and useful for me as I am working on our estate planning now”- Cheryl Y.

“Thanks………sure made me think about things I need to document to help my family out if something were to happen to me! Denise M. 11/15/17 Overall course rating: 4 Stars – Anonymous 11/15/2017 Overall course rating: 5 Stars -Anonymous 1/3/18

5 Star CPE Rating

Description: This course discusses why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions. Table of Contents
Delivery Method: Online QAS Self Study.
Level: Overview.
Prerequisites: None
Advanced Preparation: None

Author: Patricia McCarthy
Publication: November 2017
Update: January 2018
Format: PDF
Pages: 31
Passing Grade: 70%
Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.
CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize the difficulty in accessing digital assets of a deceased person.
  • Identify digital assets.
  • Identify critical components of digital asset planning
  • Recognize the difference between owned and leased digital assets.
  • Recognize the approaches corporations and states are taking with accessing digital assets of deceased individuals.

“Overall Course Rating: 5 Stars – Anonymous 10/2018

“Overall Course Rating: 5 Stars -“Really appreciated this course- very practical and useful for me as I am working on our estate planning now”- Cheryl Y.

“Thanks………sure made me think about things I need to document to help my family out if something were to happen to me! Denise M. 11/15/17 Overall course rating: 4 Stars – Anonymous 11/15/2017 Overall course rating: 5 Stars -Anonymous 1/3/18

5 Star CPE Rating

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    - Tom

  • Thank you Patricia. I really love your courses. I learned so much about excel this weekend!”

    - Connie K.

  • Thank you for providing very informative CPEs. I have enjoyed your courses for years now. Yours is truly my go-to CPE sources.

    - Lily