Webinar: Protecting Digital Assets

Sep 07, 2017 02:00pm -
Sep 07, 2017 03:00pm

Event Description


Protecting Digital Assets


Presented by: 

Joshua S. Miller, Esq., CFP®, Managing Director and Senior Wealth Strategist, Atlantic Trust and 

Amy R. Lonergan, Esq., Counsel, Day Pitney LLP 

Program Description

This webinar will discuss the importance of managing digital property and cyber security risk as an integral part of estate planning and wealth management.  Proper cyber security is critical to prevent online fraud, financial theft and identity theft.  We will offer several precautions clients can and should take to protect their digital assets, as well as tips on planning for digital assets in the context of an estate plan, and an overview of current law on this important and evolving topic.


Learning Objectives

1) What are digital assets and why do we care;

2) Information on the Revised Uniform Fiduciary Access to Digital Assets Act;

3) Drafting to provide a fiduciary with access and oversight of digital assets; and

4) Planning and security around digital assets and the digital estate


Date & Time

Thursday, September 7, 2017                                                                

2:00 p.m. - 3:00 p.m. Eastern (11:00 a.m PT)


NASBA-approved for 1.0 CPE credit in Information Technology - Technical; 1.0 (M)CLE credit*


Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 


Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by September 4, 2017 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.


Additional Information

Delivery Method: Group-Live

Program Level: Update

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

About the Presenters

Josh Miller is a managing director and senior wealth strategist in Atlantic Trust's Boston office. Josh has more than 13 years of industry experience, counseling high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He works directly with clients and their advisors to develop and implement charitable, estate and wealth transfer and management planning as part of Atlantic Trust's integrated wealth management process. Prior to joining the firm, Josh was a senior relationship manager and wealth strategist for BNY Mellon Wealth Management, where he worked with business owners and high net worth individuals throughout the country advising them and their families on investment management and various areas of wealth planning. Previously, he practiced at the law firm of Holland & Knight. Josh received his Juris Doctor degree from Suffolk University Law School and graduated cum laude with a Bachelor of Arts from the State University of New York at Oswego. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Registered Trust and Estate Practitioner with STEP, the Society of Trust and Estate Practitioners. Josh serves on several boards including the Boston Estate Planning Council, the Arts & Business Council of Boston and the Professional Advisors Council of the Brookline Community Foundation. In addition, Josh has contributed numerous articles to publications including Massachusetts Family Business magazine, Private Wealth magazine and Family Wealth Report. Click here to read Josh's full biography. 


Amy Lonergan assists individuals and families in all aspects of estate and tax planning. Her practice rangesfrom straightforward estate planning for individuals and young families to developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation while minimizing estate, gift and generation-skipping transfer taxes. Primarily, she advises business owners, entrepreneurs and principals and partners of private equity firms in all aspects of estate planning and wealth transfer strategies. Amy regularly counsels fiduciaries and beneficiaries in connection with estate and trust administration, including post-mortem estate and tax planning, the probate process and preparation of estate tax returns. She also advises on all matters related to probate and fiduciary litigation. Click here to read Amy's full biography. 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 



Event Type:Study Group
Early registration ends on Jun 19, 2017.
Regular registration starts on Jun 20, 2017 and ends on Sep 06, 2017.
Late registration starts on Sep 07, 2017.