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Creating a Digital Assets Estate Plan

with Charlotte McCurdy

Thursday, October 3, 2024

Learning Options:

Live webinar with chat*
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio and video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before September 20, 2024
$140.00 + HST

Register after September 20, 2024
$165.00 + HST

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

Credit Hours

CPD Hours (live presentation*)

ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program qualifies for 1.5 CPD hours under the Law Society of SK CPD Policy.

Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

Technical Information:

Live webinars allow you to hear and view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This program is designed for lawyers who want to update their current estate and incapacity planning and estate administration practices to address digital assets.

About the Program

We interact with digital assets hundreds of times a day - from the photos and videos stored on our smartphones and computers to our social media accounts and downloaded music. Some of these assets add significant financial value to our estate while others have purely sentimental value, but all can easily slip through the cracks. Do you have the knowledge to ensure your client’s digital assets are managed in accordance with their wishes? This 90-minute webinar with experienced estates lawyer Charlotte McCurdy will explain the rules that govern this rapidly growing asset class, address how to gain control of them upon mental incapacity or after death, and show you how to create a digital assets estate plan, with administration in mind. You will learn:

  • Which digital assets are often lost at death
  • Impact of policy and law on digital asset planning
  • Practical planning tips: what works, what doesn’t, and what we still don’t know

Digital assets are a big part of your clients’ lives. Attend this program and learn what you can do to help their fiduciaries access and preserve those assets after your clients’ loss of capacity or death.

Meet Your Presenter

Charlotte McCurdy

Charlotte McCurdypractises with Perley-Robertson, Hill & McDougall LLP in Ottawa. She joined the firm in 2021 after having been partner at Taylor McCaffrey LLP in Winnipeg for many years.Charlotte’s dual jurisdiction (Manitoba and Ontario) practice focusses primarily on corporate and commercial law, estate and incapacity planning, estate administration and elder law. She is a member of the Law Society of Manitoba and the Law Society of Ontario. Charlotte has her TEP designation, is currently Co-Chair of the MBA Wills, Estates & Trusts Section, and on the Executive of the CBA National Wills, Estates & Trusts Section. Charlotte has written about digital asset planning and regularly speaks to audiences of lawyers and non-lawyers about estate-related topics.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

What are Digital Assets?

  • Tangible digital assets
  • Intangible digital assets

Costs/Risks of Failing to Plan – Tips & Traps

Fiduciary Access to Digital Assets

  • Statutory rights of Executors/Trustees/Attorneys
  • How user policies & privacy laws impact access

Planning for Digital Assets

  • Talking to clients about digital assets
  • Locating and inventorying digital assets
  • Updating digital asset inventories
  • Naming a digital asset Executor
  • Incorporating digital assets into estate and incapacity planning documents
    • Digital asset clauses
    • Memoranda/Letters of Wishes
    • Secondary wills

Program Wrap-up and Evaluation

Praise from Past Attendees

"Very practical presentation that dealt with matters that arise constantly in my practice."

"Good practical info. I do a lot of this work and found it very useful."

"Excellent coverage of the topic. Right on point."

"Enjoyed the practical approach. One of the best CPD programs I have experienced."

"Great presenter. Knowledgeable but very down to earth. Answers questions we deal with every day."

"Excellent - like a conversation with a colleague. I do a lot of work in this field, and I learned several new things."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until September 20, 2024

Creating a Digital Assets Estate Plan with Charlotte McCurdy, Thursday, October 3, 2024
$140.00

After September 20, 2024

Creating a Digital Assets Estate Plan with Charlotte McCurdy, Thursday, October 3, 2024
$165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

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