John A. and Tim share their highlights of the “Best of Fusion Collaboration 2017”. Several other Fusion Collaboration presenters and attendees share what they considered the best takeaways from this year’s event.
Succession plans that fail have more to do with a lack of substance than structure. Passing on Wealth without the Wisdom that created it, is wealth wasted. Dennis joins us for a discussion on ways you can work with your clients to preserve more than wealth.
Electronic Wills and Recent Legislative Activity: Yesterday’s Techie Youth Are Now Today’s Testators
In 2013, an Ohio judge admitted to probate a Will written entirely with an electronic stylus pen on a Samsung Galaxy tablet and later signed electronically by the testator and witnesses. In 2017, the concept of an electronic Will or “e-Will” has become a hot topic with the help of a for-profit company seeking to procure favorable legislation in Florida and beyond. Not all agree that electronic will legislation as being proposed is a good idea. Do you? Kyle Gee provides background into the concept of electronic Wills by explaining factors leading to their creation by emerging generations. He also summarizes electronic Will cases from around the world. Kyle shares reasons proponents are pushing for enactment of electronic Will statutes and the concerns raised by those in opposition.
Is the Cloud Finally Lifting? Practical Planning for and Administration of Our Clients’ Digital Assets
This presentation explained how to identify a client’s key digital assets; described how tech companies are coming up with their own private solutions to these issues; reviewed the evolution of contact, cyber-security, and probate law and legislative and lobbying history that led to the widespread adoption of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) across America in 2016 and 2017; and provided practical insight as to how to plan for and administer these assets.
This teleseminar addresses how we help clients identify their most deeply cherished values and how to reconcile family member differences. Bhaj also discusses how to put impact into practice in taxable and tax-advantaged accounts. We address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.