ESTATE PLANNING COUNCIL OF ROCHESTER

This presentation explores the growing importance of digital assets in estate planning. Participants will gain a comprehensive understanding of what constitutes a digital asset—extending beyond cryptocurrency to include email and online accounts, social media, domain names, and more. Attendees will learn strategies to identify and discover these assets for clients, as well as techniques for facilitating advance planning to protect them. Additionally, the session will address the ethical considerations attorneys must navigate when dealing with access to private digital assets, confidentiality, and fiduciary responsibilities in the digital realm.