Digital assets are now an integral part of personal, professional, and financial life—ranging from online accounts and cloud-based files to cryptocurrency, digital intellectual property, and subscription services. Despite their growing value and sensitivity, these assets are often overlooked in traditional estate planning, exposing heirs, fiduciaries, and beneficiaries to legal barriers, privacy risks, and permanent data loss.
This course examines the expanding role of digital assets in modern estate planning. Michael Miranda provides a practical framework for identifying, categorizing, and protecting digital assets while complying with evolving legal, privacy, and fiduciary standards. Participants will learn how federal and state laws, user agreements, and cybersecurity considerations affect access, management, and transfer of digital property.
Designed for tax and advisory professionals, this program delivers actionable guidance on integrating digital assets into existing estate plans. Advisors will leave better equipped to help clients safeguard sensitive information, ensure continuity, and reduce risk—bringing estate planning practices into alignment with today’s digital reality.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2029 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card