Digital Assets: Unpacking Where Life Decisions and Laws Convene

About This Course

In an era of technological advances and digital footprints, many people lack a full understanding of user-based software agreements, beneficiary controls, as well as Federal and State laws. Often these digital assets are not monetary in nature, but rather an accumulation of life decisions and choices. In this course, Fran DeMaris leads a robust discussion of this growing asset class and the tough decisions encountered during the estate planning process.

Course Outline

01. Introduction
Introduction & Objectives

02. Uniform Law Commission and Digital Assets
Background
What People Want to Leave
Laws and How to Help People Prepare

03. Course Conclusion
Course Assessment

Course Instructor

Fran DeMaris, CTFA™

Fran’s unique use of illustrative stories draws from her experience and strikes a chord with all types of audiences.

Fran joined Cannon full-time in 1994 after serving five years on its faculty. Using her technical expertise, she has presented programs for numerous regional and national meetings of personal trust, estate planning, charitable organizations, audit, compliance, risk management, and tax professionals.

Formerly Vice President and Trust Officer of Champaign National Bank at Champaign, Illinois, she has over thirty years of experience in personal trust, estate, and guardianship administration. Her areas of specialty include property and fiduciary law, transfer taxation, personal and charitable trust, and estate and guardianship administration. Fran also served on the adjunct faculty of Parkland Community College, and she is presently a member of the East Central Illinois Estate Planning Council.

Participants in Fran’s programs leave each experience with the knowledge and tools needed to become more successful in their careers.

Who Should Enroll and Why

This course is designed for all financial professionals charged with administering client estates and engaging in the estate planning process.

Some common job titles include but are not limited to:

• Financial Advisor
• Trust Officer
• Trust Administrator
• Operations or compliance officer
• State regulator or examiner
• Insurance professional
  

Education Credits

This course qualifies for Continuing Education credits for:

• Certified Wealth Strategist® (CWS®) 2.5 hours
• Certified Trust Operations Professional® (CTOP®) 2.5 hours
• Certified Corporate Trust Professional® (CCTP®) 2.5 hours
• Certified Retirement Plan Professional (CRPP®) 2.5 hours
• Certified Fiduciary and Investment Risk Specialist® (CFIRS®) 2.5 hours
• Accredited Fiduciary Investment Manager® (AFIM®) 2.5 hours