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Please join us for the Spokane Estate Planning Council
September Dinner Meeting
September 12, 2017
Located at the Hemmingson Center
on the Gonzaga University Campus
from 5:30 to 7:30
(Registration begins at 5:00 & social hour starts at 5:15 p.m.)
Estate Planning for Digital Assets:
Identifying, Accessing, and Transferring
A Panel Discussion with
Stephanie R. Taylor, J.D., LL.M., is a principal with the law firm of Randall | Danskin, P.S., where she practices in the areas of estate planning, probate and trust administration, trust and estate dispute resolution, tax controversies and closely held business planning.
Jordan C. Urness, J.D. LL.M., is an attorney with the law firm of Douglas, Eden, Phillips, DeRuyter & Stanyer, P.S., where he practices in the areas of tax, business and estate planning, and probate and trust administration.
Estate Planning for Digital Assets: Identifying, Accessing, and Transferring
In the past decade, the types of digital assets that individuals may own have increased. From things with personal value such as Facebook accounts to digital currencies with potentially significant value, estate planners need to be aware of the types of assets their clients may own. This panel discussion will touch on what estate planners can do to:
- Guide clients in identifying the types of assets and information they may need to plan for.
- Assist clients in navigating the different access and transfer instructions for different assets
- Uniform Fiduciary Access to Digital Assets Act. RCW 11.120. How will this help in accessing and transferring assets?
Please bring your questions and past experiences to share with the group.
Please RSVP http://www.spokaneepc.org/events/event/15072
If you are 80% sure you will attend please RSVP.
You can still cancel the RSVP until 1 hour prior to meeting.
Continuing education credit has been approved for
MCLE, CFP Board and CPE.
No Insurance credit is available
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We would like to introduce our new
Board Members for the
2017-2018 program year:
Theresa Rodgers, President
Kim Weller, Vice-President
Monique Corigliano, Secretary/Treasurer
Alicia O'Mary, Chair of Program Committee
Julie Olds, Chair of Membership Committee
Please visit our leadership page
http://www.spokaneepc.org/council/leadership
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