“We enjoy the benefits technology brings to our lives, but if proper pre-planning is not done, digital assets often become difficult to access after death for a variety of legal, practical, and technical reasons,” says Jennifer Zegel. Law and business schools offering technology courses This book is particularly important to:Įstate lawyers, estate planners, estate practitioners, financial advisors, wealth management advisors, tax advisors and insurance advisorsĮstate and legal industry educators seeking a case study for education, course work, panels, articles, conferences, or continuous education offerings such as CLE credits
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Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology is a valuable introductory reference for any advisor looking to understand the technological frontier and how to address client implications. Mark O’Farrell, BA, CLU, CHFC, TEP, CEA, President of The Canadian Institute of Certified Executor Advisors said, "against the backdrop of the blockbuster-movie worthy Quadriga case, potentially one of the most calamitous estate cases in recent history, Hartung and Zegel carve out, with forensic precision, the lessons to be learned by everyone and anyone involved in estate planning and settlement.”Ĭlients of estate planners will choose organizations that are technologically savvy and have the right processes and tools to address their digital and physical lives in estate planning. I highly recommend that you give it a read.” The book is fascinating, replete with draft clauses for planning purposes, a review of property laws, intellectual property, and the intersection of technology. The recent publication is the most in-depth guide yet to estate planning and the digital world. Whaley, CS, TEP, LLM, Founding Partner of WEL Partners, comments in her book review, “Sharon has been keeping us all digitally minded for the last several years. “The intriguing and eye opening backstory of QuadrigaCX, as recounted in the book’s Foreword by Sheona McDonald, the award-winning documentary filmmaker of Dead Man’s Switch: A Crypto Mystery, compliments the book’s case study and should alarm estate planning professionals if digital estate planning has not occurred.” “The problem when dealing with digital assets is that many advisers may not appreciate the potential pitfalls, access hurdles, expenses and losses that may be at risk when proper measures are not taken, because up until now digital asset planning has never been required,” says Hartung. Through the Quadriga bankruptcy trustee case, the authors educate estate advisors on the legal and practical technical management considerations surrounding digital assets, including potential financial and emotional losses resulting from undisclosed or inaccessible digital assets. The authors illustrate these complexities using the intriguing case study of Quadriga Fintech Solutions and the now defunct cryptocurrency exchange, QuadrigaCX. Published by LexisNexis, a global leader of information for legal professionals, Digital Asset Entanglement focuses on how technology has disrupted the traditionally paper-based estate industry using a client/user, persona-based framework for global advisors and clients to navigate the complexities of the digital world. Zegel, Esq, Practice Leader of Kleinbard LLC’s Trusts and Estates Group, announce the launch of their book: Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology. TORONTO-( BUSINESS WIRE)-Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker® and recognized as one of the leading and original voices in digital estate planning globally, and Jennifer L.
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