Estate Planning for Digital Assets - Brainstorming Best Practices

When:  Sep 18, 2018 from 2:00 PM to 3:00 PM (ET)
Please join the Tax & Estate Planning Knowledge for their September call on Tuesday, September 18th at 2pm ET.  Knowledge Circle host Mark Prendergast will be hosting an open conversation on Estate Planning for Digital Assets and Brainstorming Best Practices.

The call will be a “groupthink” session where all participants can share what Estate Planning measures with respect to clients’ Digital Assets.  Earlier this year, there were two articles in the Journal of Financial Planning followed by two FPA Connect sessions with the authors via Journal in the Round and the Tax & Estate Knowledge Circle.  If you have materials, either in-house prepared and/or from outside sources (e.g., Everplans), bring those to the discussion.  We will rely on audience participation as this is not a lecture.  Certainly all participants do not have to contribute . . . the conversation will be richer if many have contributions.  A possible outcome would be a Digital Planning Estate Plan checklist from those who are interested helping create such a resource.

Note: This session is limited to 100 attendees. The first 100 to join the session will be able to participate. 

If you have not used Zoom before, the link below will provide some direction.


Online Instructions:
Login: Join from PC, Mac, Linux, iOS or Android: Or iPhone one-tap : US: +14086380986,,812977878# or +16468769923,,812977878# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 408 638 0986 or +1 646 876 9923 Meeting ID: 812 977 878 International numbers available: