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Trusts and Estates

Ca. Trs. & Estates Quarterly 2017, Volume 23, Issue 2

TIPS OF THE TRADE – PLANNING FOR DIGITAL ASSETS

By Thomas Shaver, Esq.*

The article "Planning for Digital Assets in California, Now With Less Uncertainty" in this issue provides a detailed description of the Revised Uniform Access to Digital Assets Act that became effective January 1, 2017. This column discusses a systematic approach to help attorneys assist their clients in understanding and taking advantage of the planning opportunities under the new statute and to assist fiduciaries in dealing with digital assets in post-death administrations. It offers checklists that the trusts and estates practitioner can adapt to address the legal and practical issues arising under the new statute.

I. ESTATE PLANNING – THE CLIENT INTERVIEW

A. Checklist for the Client Interview.

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