Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
Program Description:
Given the ever-increasing use of social media and other online platforms to conduct our lives, share photos and experiences, digital assets are playing a more important part in estate planning and the estate settlement process. This session will provide an overview of digital assets, the state of the law and current concerns related to digital asset management and estate planning. Review the whys and hows of Digital Asset Management and Estate Planning through a review of Risks and Rewards.
Speaker's Bio:
Megan Yip
In her practice, Megan drafts estate plans and assists with post death trust administration as well as probate. Additionally, she helps estate planning attorneys, tech companies, individuals and organizations address how to better plan for difficult situations presented by incapacity and death, in a world with an ever-changing tech landscape. She provides information, tools and resources to guide you through the maze of what should be done with digital assets in the case of incapacity or death.
Megan started her practice in California as a fellow with the Borchard Foundation Center on Law & Aging with a placement at Legal Aid of Marin, where she focused on expanding services provided to low-income older adults in Marin County, focusing on consumer, housing and end of life planning issues.
From 2011 to 2014, she worked at Twitter, Inc. on the Trust & Safety team focusing on site rules and policies addressing sensitive issues, including impersonation, online abuse and deceased users.
Megan is committed to community service and currently serves on the advisory board of the Sacred Dying Foundation where she helps facilitate their End of Life Education project. She has also served on the Board Of Directors of Bay Area Community Services.
You may still register online after February 9, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, February 11, 2018.
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.