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San Diego County Bar Association
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Welcome to the 21st Century: Estate Planning and Digital Assets



Summary
Presented by the Estate Planning, Trust and Probate Section of the San Diego County Bar Association.

As we move into the second decade of the 21st century, digital assets are an increasingly important part of our lives. This webinar will provide a broad overview of the nature of digital assets and their unique impact on estate planning, addressing:

  • What are digital assets;
  • What is different about them;
  • Types of digital assets: Gateway Assets, Online Accounts, Internet Presence;
  • Important planning considerations: Crisis Planning, Advance Planning;
  • Ethical issues involved with digital assets;
  • Planning with respect to malpractice and best practices when dealing with these assets and advising your clients; and
  • Possible unauthorized practice of law issues.

Presenters
Pablo Palomino, Esq.
Pablo Palomino, Esq. is the Principal and Founder of Legacy, APC. Mr. Palomino found the firm after several successful years under the tutelage of Michele Tutoli. He proudly serves as Of Counsel to the prestigious and long-standing firm of Guevara,...More
Eric Deitz, Esq.
Much of Eric's work involves the defense of attorneys and other professionals sued for malpractice. He also practices complex, estate and appellate litigation. Eric's published opinions include In re Harris, 590 F.3d 730 (C.A.9, 2009) and...More
How To Attend
Join the live program from your office, home, or hotel room using a computer for the web portion and telephone for the audio portion. You may ask questions, participate in surveys, and post comments from your computer during the program. You may also invite colleagues to watch the program from a shared computer or projection screen and speakerphone. Please note that credit (if available) is only provided to registered attendees participating at their own computer and phone. Simple instructions with a link to the program will be sent when you register.

Please run the Connection Wizard to test your connectivity prior to the Webinar.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Registrants in jurisdictions not listed below will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant attending the live program at their own computer and phone.

 Click on jurisdiction for specific details  
This program has been approved for or is pending credit for:
CA


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