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The Impact of the Wisconsin Digital Property Act on Practitioners, Fiduciaries, & the Courts 2016

Product ID: CM2543
Presented By: State Bar of Wisconsin PINNACLE

Online accounts are property too

The recently enacted Wisconsin Digital Property Act clarifies and defines how digital property should be handled. Its statutory provisions and definitions will have a significant impact on your practice, even as implications for fiduciaries, custodians, and the courts are not yet fully understood.

That’s why you need the guidance and insights you’ll find at The Impact of the Wisconsin Digital Property Act on Practitioners, Fiduciaries & the Courts. Go in-depth to find out what the Act really means for you and your clients.

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Member $49.00

Non-Member $99.00

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Online accounts are property too

The recently enacted Wisconsin Digital Property Act clarifies and defines how digital property should be handled. Its statutory provisions and definitions will have a significant impact on your practice, even as implications for fiduciaries, custodians, and the courts are not yet fully understood.

That’s why you need the guidance and insights you’ll find at The Impact of the Wisconsin Digital Property Act on Practitioners, Fiduciaries & the Courts. Go in-depth to find out what the Act really means for you and your clients.

Read More ↓

Program Chair & Presenter

Kenneth P. Barczak
Kenneth P. Barczak LLC
Elm Grove

Faculty

Benjamin P. Brunette
Selinger & Brunette LLC
Madison

Susan L. Collins
Associated Bank
Madison

Nathan J. Dosch
First Business Trust & Investments
Brookfield

Sally Mohr Lunde
Register in Probate – Waukesha County
Waukesha

Mark A. Shiller
Certus Legal Group Ltd.
Milwaukee

8:30 a.m. : Introductory Comments & Technology Issues

  • Technology Trends
  • Planning for Digital Property
    o Passwords/Backups
    o Digital audits
    o Digital Property Master Information List
    o Digital Property Password Inventory
    o Services to assist in compilation of information
  • Recommendations

Kenneth P. Barczak

9:30 a.m. : Review of Chapter 711

  • History behind enactment
  • Unique statutory definitions
  • 3 tier priorities – online tool alternatives
  • Terms of service issues & default examples
  • Case law review
  • Provider use of court order alternatives
  • Conflict of Laws issues
  • Cross section references to other statutes
  • Marital property concerns
  • Best Practices

Mark A. Shiller, Kenneth P. Barczak

10:30 a.m. : Break

10:45 a.m. : Continued Review of Chapter 711

  • Fiduciary duty issues
  • Trustee administration issues

Susan L. Collins, Nathan J. Dosch

11:15 a.m. : Register in Probate Commentary

  • Available procedures and the frequency of court involvement
  • Forms development

Sally Mohr Lunde

11:45 a.m. : Networking Lunch – sponsored by the Real Property, Probate, and Trust Law Section of the State Bar of Wisconsin

1:00 p.m. : Drafting Digital Property provisions

  • Will, trust, and POA provisions
  • Marital property agreements
  • Non probate transfers
    o Washington Wills
    o Intangible personal property memorandum
  • Statutory POAs

Benjamin P. Brunette

2:00 p.m. : Panel Discussion – examples from all perspectives

  • Provider issues
  • Questions and Answers session

Mark A. Shiller, Susan L. Collins, Benjamin P. Brunette, Sally Mohr Lunde

3:00 p.m. : Program Concludes

  • Understand the issues technology presents for estate planners and how best to address them
  • Gain an in-depth understanding of Wisconsin's Digital Property Act provisions
  • Know the issues fiduciaries may face when encountering digital property assets
  • Discover how to draft digital property provisions for various estate planning documents
  • Learn about forms and procedures for court involvement from Waukesha County’s Registrar in Probate
  • Estate planning attorneys
  • Probate lawyers
  • Elder law attorneys
  • General practitioners
  • Solo practitioners
  • Trust and bank officers
  • Fiduciaries
  • Custodians
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