Patrick Owens and Jonathan Morton Present at Continuing Education Conference

On February 25, 2015, Patrick and Jonathan presented Estate Planning for Digital Assets to certified public accountants and other tax planning professionals. The presentation focused on current planning techniques that estate planners can use to make sure that digital assets are appropriately dealt with upon the client’s death. The speakers also discussed pending legislation, and changes in user agreements, including Facebook’s decision to allow users to name a Legacy user to dispose of the account.


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