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Program Description
Join us for a lunch seminar as we 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.
About the Speakers
Amy Lonergan assists individuals and families in all aspects of estate and tax planning. Her practice ranges from 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.
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.
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