news & media

Articles

  • Apr 2020 (Bloomberg Tax): INSIGHT: Supporting Your Clients’ Digital Legacy. Co-authored with Jennifer Zegel, Kleinbard LLC Read More
  • Mar 2020 (LexisNexis, The Lawyer’s Daily): No17 Wills, Trusts & Estates – Social media deep dive: Estate complications, Part 2 “Without guidance or discussion, family, beneficiaries and the fiduciary may have preferences that differ from the testator (will maker).” (Read PDF) (Link to Article on LexisNexis)
  • Mar 2020 (LexisNexis, The Lawyer’s Daily): No16 Wills, Trusts & Estates – Social media deep dive: Data privacy in death, Part 1 “Social media is not immune to death. After we’re gone, all of those colourful tiles that we joyfully interact with will either succumb to digital death or persist into the digital.” (Read PDF) (Link to Article on LexisNexis)
  • Feb 2020 (LexisNexis, The Lawyer’s Daily): No15 Wills, Trusts & Estates – Loyalty programs, gift cards: Impact on estate planning, Part 2 “Here are the key points and questions to ask clients regarding their favourite loyalty, travel reward or frequent shopper programs.” (Read PDF) (Link to Article on LexisNexis)
  • Feb 2020 (LexisNexis, The Lawyer’s Daily): No14 Wills, Trusts & Estates – Loyalty programs, gift cards: Impact on estate planning, Part 1 “It might seem absurd to begin an estate planning conversation by asking a client about their favourite loyalty, travel reward, or frequent shopper program, but it might be the perfect introductory…” (Read PDF) (Link to Article on LexisNexis)
  • Jan 2020 (LexisNexis, The Lawyer’s Daily): No13 Wills, Trusts & Estates – Estate planners: Windows 7 died without will and estate plan “…staying on unsupported versions of software can put…client’s data at risk in our interconnected world. Consider the Equifax data security breach…” (Read PDF) (Link to Article on LexisNexis)
  • Jan 2020 (LexisNexis): LexisNexis Three-part Series Digital Estate Myths Read More
  • Jan 2020 (LexisNexis, The Lawyer’s Daily): No12 Wills, Trusts & Estates – Estate planners: Rethinking the obituary in digital age, Planning and guidance, Part 2. “…in the digital age, not only should digital assets…be part of the conversation, but so should a risk assessment of the role facing the executor.” (Read PDF) (Link to Article on LexisNexis)
  • Jan 2020 (LexisNexis, The Lawyer’s Daily): No11 Wills, Trusts & Estates – Estate planners: Rethinking the obituary in digital age, Part 1. “…the modern-day obituary needs a rethink for privacy, identity theft risk and cyber intrusion of…the deceased’s estate but…others whose personal information has been…released.” (Read PDF) (Link to Article on LexisNexis)
  • Jan 2020 (LexisNexis, The Lawyer’s Daily): No10 Wills, Trusts & Estates – Estate planners: Digital asset deep dive: E-mail for estate planning discovery. “Clients should…prepare secondary sources of information for their estate in addition to backup plans [and] communication in advance with their fiduciary.” (Read PDF) (Link to Article on LexisNexis)
  • Dec 2019 (CareGivers Solution Magazine): Estate Planning for the Digital Age: Even loyalty points have a value when it comes to estate planning (Read PDF) (Link to Article on caregiverssolutions.ca)
  • Dec 2019 (LexisNexis, The Lawyer’s Daily): No9 Wills, Trusts & Estates – Estate planners: Digital asset deep dive: How e-mail affects client’s estate. “There are six critical ways our clients use e-mail that will affect estate planning, and eventually estate administration.” (Read PDF) (Link to Article on LexisNexis)
  • Dec 2019 (LexisNexis, The Lawyer’s Daily): No8 Wills, Trusts & Estates – Estate planners: Digital assets deep dive: Dangers of ignoring e-mail. “…client uses of digital assets…pose challenges for estate planners…who need to get under the covers of common digital asset characteristics…to…advise clients.” (Read PDF) (Link to Article on LexisNexis)
  • Dec 2019 (LexisNexis, The Lawyer’s Daily): No7 Wills, Trusts & Estates – Estate planners: Digital assets deep dive: Client Management. “Although a password manager offers a convenient starting point, it won’t tell you all the things you need to know to properly advise the client.” (Read PDF) (Link to Article on LexisNexis)
  • Nov 2019 (LexisNexis, The Lawyer’s Daily): No6 Wills, Trusts & Estates – Estate planners: Digital assets deep dive: Tech solutions. “…what if the password for the password manager was written down incorrectly or not updated, or required secondary authentication, or had other access barriers?” (Read PDF) (Link to Article on LexisNexis)
  • Nov 2019 (American Bar Association – Solo, Small Firm and General Practice Division): How the Internet Broke Estate Planning, Part 2.” (Read PDF) (Link to Article on ABA)
  • Oct 2019 (American Bar Association – Solo, Small Firm and General Practice Division): How the Internet Broke Estate Planning, Part 1.” (Read PDF) (Link to Article on ABA)
  • Oct 2019 (LexisNexis, The Lawyer’s Daily): No5 Wills, Trusts & Estates – Estate planners: Digital Estate Myth#3: Digital executor solves the problem. “The unfortunate reality is that digital assets are difficult to access after death, and this notion of a digital estate has only emerged in the past 30 years…” (Read PDF) (Link to Article on LexisNexis)
  • Oct 2019 (LexisNexis, The Lawyer’s Daily): No4 Wills, Trusts & Estates – Estate planners: Digital Estate Myth#2: Hard copy, password managers the answer. “Sharing passwords might seem like a convenient answer to…transferring digital assets, but it is a Band-Aid for…legal, technical and practical reasons.” (Read PDF) (Link to Article on LexisNexis)
  • Oct 2019 (LexisNexis, The Lawyer’s Daily): No3 Wills, Trusts & Estates – Estate planners: Digital Estate Myth#1: All assets are the same. “It’s unwise to rely solely on the executor’s ability to gain access to a client’s e-mail account because there is a high degree of risk that won’t happen.” (Read PDF) (Link to Article on LexisNexis)
  • Sept 2019 (LexisNexis, The Lawyer’s Daily): No2 Wills, Trusts & Estates – Estate planners: Digital Privacy for the living and the dead. “Password managers are for the living, and estatetech solutions need to emerge…to handle digital assets on death that meet the legal…practical requirements of the executors.” (Read PDF) (Link to Article on LexisNexis)
  • Sept 2019 (IBM InTouch, enContact Magazine): “Your Digital Undertaker – This is the story of what happens when an IBM delivery leaders retires and drags project management and consulting into estate planning.” IBM InTouch, enContact (Iss51, Fall 2019), p.13,14. (Read English PDF) (Read French PDF)
  • Guest Blog Sept 2019 (Death Goes Digital Podcast): Your Digital Undertaker Attempts to Crack the Code on Death: Getting Your Affairs in Order in the Digital Age. Click to Read
  • Aug 2019 (LexisNexis, The Lawyer’s Daily): No1 Wills, Trusts & Estates – Estate planners: Getting ready for the digital age. “Estate lawyers will need to…keep current on digital asset management trends…to serve their clients in identifying and pre-planning their digital assets.” (Read PDF) (Link to Article on LexisNexis)
  • Aug 2019 (WealthManagement.com): WealthManagement.com/Wealth planning /Estate Planning Article: Are We Approaching Estate2K for Digital Assets? Three factors on which estate planners need to focus as planners are about to experience their own version of Y2K. Read Article
  • July 2019 (STEP Journal): Society of Trust & Estate Practitioners (STEP) Journal Article. Shelley Rhoads Perry and Sharon Hartung, “Bolster Your Digital Armoury”, STEP Journal (Vol27 Iss6), p.50,51. Read Article
  • May 2019 (STEP Journal): Society of Trust & Estate Practitioners (STEP) Journal Article. Sharon Hartung, “The digital tsunami”, STEP Journal (Vol27 Iss4), p.41. Read Article
  • Join the STEP Digital Assets Special Interest Group (SIG), you do not need to be a STEP member to join and it is no charge. Click to join
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