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TRUST AND ESTATE ADMINISTRATION SOFTWARE FOR MAC HOW TO

Consider the unlimited estate tax marital deduction for US citizen spouses. That has increased dramatically from 1950 when the percentage was less than half that amount, 22%. Over 50% of the population, about 125 million adults are single. Further, a tremendous percentage of the population is single and the proportion of the population that is single has grown substantially over the decades and that trend may continue.

The reality is that intact married family units constitute a small percentage of the population. Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. Request a Demo Single Clients: Planning Considerations Why a standard provision in a Will or Trust may not be enoughĭon’t miss this timely discussion of a topic that most of us may feel we have adequately covered, but actually may need to address in much more detail.

TRUST AND ESTATE ADMINISTRATION SOFTWARE FOR MAC HOW TO

How to handle digital assets when planning an estate – what to ask and what to look for.

Digital asset problems in estate administration and how to handle them.

How attorneys must adapt to new technology, or face being left behind.

Join us as experts in the area of digital assets cover the issues you should address with every client, and discuss helpful tools that may also assist with handling digital assets for your clients. Attorneys who both plan estates and administer them therefore need to understand the underlying issues related to different types of digital property. The pandemic forced more people online than ever before, and each account, domain name, and other online presence may need to be addressed in some way when a client dies, or becomes incapacitated. Digital Assets Revisited: Preparing for the Tsunamiĭigital assets have been on the radar of estate planners for many years, but their scope has recently expanded – exponentially.