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Digital Assets, Pets, and Guns

It is axiomatic that estate and financial planners need to address all of a client’s assets. During this session we will discuss three areas that may lead to significant problems and be difficult to handle without proper planning.

Digital Assets: McAfee's global study in 2014 presented compelling evidence that our digital assets now have significant value, both emotionally and financially. The survey revealed the average perceived value of digital assets for a person living the United States is $54,722.

Pets: The number of individuals who own animals is staggering. As many as 56.7 million households in the United States own dogs and 45.3 million own cats. It is not surprising that a pet owner often wants to assure that his or her trusted companion is well-cared for after the owner’s death.

Guns: A 2006 Gallup Poll reported that 43% of Americans keep a gun in their home. Another study, conducted by the Bureau of Justice Statistics, found that 240,000 machine guns are registered with the Bureau of Alcohol Tobacco, Firearms, and Explosives.

Event Agenda

11:30 am - Registration and Networking
12:00 pm - Chapter Meeting and Luncheon
12:30 pm - Program Begins
  2:30 pm - Program Concludes

Thursday, August 20, 2015
11:30 AM - 2:30 PM

Location
University of North Florida
Herbert University Center
12000 Alumni Dr
Jacksonville   FL   32224-2678
(904)620-4222
FAX    (904)620-4223
Website for Location
Map for Location



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Speaker Profiles

 


Gerry W. Beyer, JD, LLM, JSD
Governor Preston E. Smith Regents Professor of Law
 Texas Tech University

As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many state and local bar associations, universities, and civic groups.

Professor Beyer received his J.D. from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow of the American College of Trust and Estate Counsel, and a member of the American Law Institute.


Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CLECPEPACERFC
Aug 20, 2015 Registration & Networking 11:30 A
Luncheon and Chapter Meeting 12:00 P
Digital Assets, Pets and Guns: Estate Planning Gerry W. Beyer, JD, LLM, JSD Digital Assets: We will examine the complications surrounding planning for digital assets and the importance of planning for their disposition. We will review planning techniques and how to administer an estate containing digital assets. Pets: We will discuss how to carry out your client’s intent to protect his or her nonhuman family members by using a properly constructed traditional trust or a statutory pet trust. Guns: We will explore how estate planning professionals on how to protect their client’s ownership, transfer, and possession rights of National Firearms Act (NFA) weapons, while alive, when incompetent, and at death. In addition, we will discuss how to protect a client’s family members and friends from illegally possessing or transferring NFA classified weapons during and after the owner’s lifetime. 12:30 P 2.00 2.00 2.00 2.00 2.00