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Estate Planning Electronic Records

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Dunlap Bennett & Ludwig PLLC

The Importance Of Digital Asset Planning In Virginia

Our lives are increasingly connected to the online world. We share our business ventures, promote opportunities, use social media as a photo album to track special moments in time, and even purchase valuable cryptocurrency...more

Levenfeld Pearlstein, LLC

What We Know (And Don’t Know) About Remote Witnessing And Notarizing And Electronic Wills And Notarization

The new normal for signing estate planning documents in Illinois that began with Governor Pritzker’s March 26, 2020, Executive Order (No. 2020-14) is about to change. The Order authorized both the remote witnessing and the...more

BakerHostetler

The COVID-19 Pandemic Raises the Importance of Understanding Whether and When Documents May be Signed Electronically and Witnessed...

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As millions of people are under mandatory or voluntary restrictions limiting their in-person interactions with others in order to reduce the spread of COVID-19 and are dependent more than ever on remote technology and virtual...more

Cole Schotz

New Jersey Enacts Uniform Fiduciary Access To Digital Assets Act

Cole Schotz on

New Jersey recently enacted the Uniform Fiduciary Access to Digital Assets Act (the “Act”). In general, the Act provides executors, trustees, guardians, and power of attorney holders (“fiduciaries”) with the ability to access...more

Proskauer Rose LLP

Wealth Management Update - July 2017

Proskauer Rose LLP on

August Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The August § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more

Dorsey & Whitney LLP

Revised Uniform Fiduciary Access to Digital Accounts Act Adopted by Four States

Dorsey & Whitney LLP on

With the shift from traditional hard copy paper documents towards electronic records stored Cloud Computing-based software and services (e.g., iCloud, Dropbox, Google Drive, etc.), access to and use of digital assets by...more

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