Join us as we’ll discuss the impact of online accounts and digital assets on wealth and estate management. Technology has made our lives easier but for the world of trusts and estates, it has brought about new challenges and profound complexities. Advisors can no longer rely on outdated practices and antiquated tools to solve the digital assets of today. Unlike physical property, digital property come with privacy laws and Terms of Service Agreements that are vigorously enforced, preventing representatives and loved ones from obtaining data and contents needed for settling an estate. In short, digital property requires specialized planning.
In our webinar, we’ll discuss the emerging $10T problem facing all of us and the Digital ProSurety™ solution. Our simple-to-use and effective platform identifies and catalogs digital property and their disposition instructions that has been recognized as “Lawful, effective and secure” by one of the tech communities leading public policy firm. DPS is safe and doesn’t take passwords...making us compliant to privacy laws, fiduciary laws and content providers Terms of Service Agreements, With our exclusive program, DCS helps advisors and their clients protect
02:00 PM - 03:00 PM ET
Lee Poskanzer is the CEO of Directive Communication Systems (DCS), a technology company delivering digital assets property succession management solutions for stakeholders involved with an individual’s death. Lee has successfully led product innovation change at Fortune 500 companies including American Express, Safeway, PolyGram and Staples that evolved to industry standards and practices. With the launch of DCS, Lee’s areas of expertise include legal tech, fintech, entertainment, and consumer services.
Lee is an established and respected authority on the digital afterlife having contributed to and appeared in several articles and features for leading press including TechCrunch, Wall Street Journal, CNBC.com, Wealthmanagement.com, CNET, Insurance News, Trust and Estates Magazine and IAPP Buzz. Mr. Poskanzer has also led CLEs for the American Bar Association, ACTEC, STEP International, ON and BC Estate Forums, WealthCounsel, several state and local
Bar Associations, NAEPC chapters and other industry associations.