Afterlife on the Cloud: Creating a Heavenly Plan for Digital Assets sponsored by Wellspring Financial Advisors
About the program…
In today’s digital world communication, banking, investing, and bill-paying can all be done in part or entirely through electronic means. We are advised to closely guard the keys to our digital lives for fear of identity theft, but what happens on death or disability when no one knows how to unlock important digital information? Would you want someone to be able to access that information anyway? This presentation will explain how to identify a client’s key digital assets; explore the evolution of contact, cyber-security, and probate law to address these issues; describe how tech companies are coming up with their own private solutions to these issues; review existing and proposed legislation including the Revised Uniform Fiduciary Access to Digital Assets Act and the Privacy Expectations Afterlife and Choices Act; and provide insight as to how to plan for these assets.
About the speaker…
David M. Lenz is a partner in the law firm of Schneider, Smeltz, Ranney & LaFond, P.L.L., where he focuses his practice on family wealth transfer, particularly including the areas of trust and estate planning and administration and related tax matters. He helps clients to develop comprehensive estate plans that encompass all aspects of their lives, including often-overlooked items, such as pets or electronic assets. He graduated with honors from The Ohio State University with a B.S. in Economics and a B.A. in Political Science and received his law degree from the Moritz College of Law at The Ohio State University. He is certified by the Ohio State Bar Association as a Specialist in Estate Planning, Trust, and Probate Law. David is a member of the Ohio state Bar Association committee reviewing proposed legislation concerning fiduciary access to digital assets and has spoken across Ohio and across the country on related issues.
Peter Balunek, CFP®, CLU®, ChFC® ∙ 2015-2016 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 01/11/16, $40 for members at the door, $40 for guests, and $200 for a table of six guests (please submit names to email@example.com by 01/08/16). If you reserve and are unable to attend, please call the office to cancel by noon 01/11/16 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve click "Register Now" below.
This event is sponsored by:
Option 1: Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm. Guests should present ticket to the reception desk at The City Club for validation. After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate. To take advantage, tell the valet you are attending an event at The City Club. Once at The City Club, pick up a blue ticket from the reception desk. Present this ticket to the valet upon claiming your car. This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.