• Course Information
    4.4 (710)

    Title: Digital Assets in Estate Planning
    Category: Finance
    Field of Study: Finance
    Course Code: F019-0522
    CPE Credits: 1.0
    Price: $14.95


It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today's digital world. This course discusses, in detail, why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions.

Delivery Method:

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: Patricia McCarthy

Category: Finance

Field of Study: Finance

Passing Score: 70%

Publication Date: 11/20/2019

Technical Details: Finance is a technical subject.

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1. Recognize the difficulty in accessing digital assets of a deceased person.
2. Identify digital assets.
3. Identify critical components of digital asset planning
4. Recognize the difference between owned and leased digital assets.
5. Recognize the approaches corporations and states are taking with accessing digital assets of deceased individuals.

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QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA

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