Alameda County Legal Secretaries Association

Tuesday, November 2, 2021

Topic: How to Plan and Administer Digital Assets

Date and Time: Tuesday, November 2, 2021 – 6:00PM

Location: Zoom Meeting

Speaker: Lori Hunt, Esq. of Manfred & Hunt LLP

Price: FREE for ACLSA/LPI members, $10 for non-members

Description:

In today’s age, more and more people are conducting their business on the Internet. Whether that “business” is online banking, Pay Pal accounts, bitcoin investments, uploading documents and files to the “cloud,” posting videos on YouTube, or communicating with high school classmates via Facebook. All these accounts and files are “digital” assets.

What happens to those digital assets when a client becomes incapacitated or passes away? Who has access to them? Do you or your firm’s estate planning documents give the fiduciary sufficient powers to deal with these digital assets?

Please join us in exploring this brave new world in the estate planning frontier. We will look at the different types of digital assets, provide suggestions for you to assist your clients in managing their digital assets, and furnish sample clauses for use in your estate planning templates.

Click here for the flyer.

CCLS will be provided.

About ACLSA

Welcome to Alameda County Legal Secretaries Association‘s (ACLSA) website. Our nonprofit, educational association was organized for the main purpose of educating and training legal professionals. ACLSA presents quality educational programs presented by experienced legal and law-related professionals designed to inform us of legal updates, increase our skills and help fulfill continuing education requirements. Please know that we are recognized by the State Bar of California for MCLE.

Membership in ACLSA is open to all persons who meet the criteria and are involved in the legal community, or students planning to go into the legal field. 

As a nonprofit organization, our objective is to enhance and further the legal professional’s knowledge of the law and its procedures, provide continuing education programs and statewide networking opportunities, promote a high standard of ethics, and advance the interests of our members and the legal community.

Membership

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LSI Code of Ethics

It shall be the duty of each member of Legal Secretaries, Incorporated, to observe all laws, rules and regulations now or hereafter in effect relating to confidentiality and privileged communication, acting with loyalty, integrity, competence, and diplomacy, in accordance with the highest standards of professional conduct.