
Practical Estate Planning for Digital Assets under RUFADAA
Watch Now! |
---|
Forty-three states have enacted the Revised Uniform Fiduciary Access to Digital Assets Act promulgated by the Uniform Law Commission. The Act establishes rules and procedures by which executors, trustees, agents under powers of attorney, and court appointed guardians and conservators can obtain access to online accounts and other digital property. The widespread adoption of this law creates a new playing field for estate planners and for fiduciaries.
In this webinar, Andy DeMaio will use case studies to illustrate practical issues that face estate planners and fiduciaries who administer estates, trusts and guardianships. Topics covered will include the following:
· Overview of the Uniform Act
· The RUFADAA hierarchy – Who is entitled to access?
· Federal laws affecting electronic communications and computer access
· Incorporating digital assets into the estate plan
· Practical and ethical aspects of obtaining access to digital assets after death
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129*. *plus applicable sales tax (if any)
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $99* for this webinar. *plus applicable sales tax (if any)
Andrew J. DeMaio advises clients in trust and estate planning and administration, and in litigation of related matters. He has written and lectured extensively on trusts and estates subjects and on the use of technology in the practice of law. He is an author/editor for Leimberg Information Services, a national online publication for lawyers, accountants, and other professionals.
Andrew and his wife Debby live in Holmdel. They have three sons. In his free time, he enjoys sports photography, cycling, running and golf.
Professional Memberships
- Fellow, American College of Trust and Estate Counsel (Former Chair, Technology in the Practice Committee; Member, State Laws Committee)
- American Bar Association (Sections of Real Property, Trust and Estate Law and Taxation)
- New Jersey State Bar Association (Former Chair, Board of Consultors, Real Property and Trust and Estate Law Section)
- Monmouth Bar Association

Eric Green
February 26, 2021 1:00PM ET - 2:30PM ET ET
Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy
More Info

Mark Merric
February 26, 2021 3:00PM ET - 4:30PM ET ET
Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 1: Capital Accounts Compared to Stock
More Info

Bob Keebler
March 3, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info

Paul Hood
March 04, 2021 1:00PM ET - 2:30PM ET
Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions
More Info

Eli Akhavan
March 05, 2021 1:00PM ET - 2:30PM ET
Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions
More Info
![]() |
![]() |
Michael Geeraerts Jim Magner
March 05, 2021 11:00AM ET - 12:30PM ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901
More Info

Linas Sudzius
March 11, 2021 3:00PM ET - 4:30PM ET ET
How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners
More Info

Paul Hood
March 11, 2021 1:00PM ET - 2:30PM ET ET
Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax
More Info

Linas Sudzius
March 18, 2021 3:00PM ET - 4:30PM ET ET
Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities
More Info

Paul Hood
March 18, 2021 1:00PM ET - 2:30PM ET ET
Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax
More Info
![]() |
![]() |
Michael Liebeskind Bryan Bloom
March 19, 2021 3:00PM ET - 4:30PM ET ET
Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021
More Info

Paul Hood
March 19, 2021 1:00PM ET - 2:30PM ET ET
Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet
More Info

Eric Green
March 25, 2021 1:00PM ET - 2:30PM ET ET
The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!
More Info

Paul Hood
March 25, 2021 1:00PM ET - 2:30PM ET ET
Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles
More Info

Mark Merric
March 26, 2021 3:00PM ET - 4:30PM ET ET
Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock
More Info

Steve Oshins
April 2, 2021 1:00PM ET - 2:30PM ET ET
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021
More Info
