Estate Planning, Technology and Ethical Issues

Identity theft, phishing, QR-phishing, voice mail/phone scamming, social engineering (calls and actions to convince employees to provide access credentials), extreme weather damage for physical files and servers, and a myriad other threats are growing exponentially. Everyone (clients and all professionals, not just IT consultants) need to be knowledgeable, aware and involved. This practical webinar will explain why and how estate planners in all disciplines (attorneys, CPAs, financial advisors, etc.) need to proactively address IT, tech, cybersecurity and related issues for their practices, with their clients, and even for themselves personally. Do you have the same level of cybersecurity on your personal email and devices that you do at your practice? Clients need to understand steps that they should take to secure their confidential and critical paperwork and electronic files: cybersecurity protection, password managers and more will be discussed. These, and other, steps should be part of the estate planning conversation with all clients. Many clients, especially older clients, have old paper files ripe to be pilfered for identity theft. What advice and services can and should advisers offer? Why? How? Practitioners themselves need to understand what should be done in their practices. Getting hacked can have devastating effects. What guidance/requirements do the FTC, IRS and ABA advocate? What steps should practitioners take for their firms? Do you have a response plan? Do you have your IT protections reviewed? Why is this topic something every professional needs to know about instead of merely relying on IT professionals? And more.

Speakers: Martin Shenkman, Esq., Mary E. Vandenack, Esq. and Thomas Tietz, Esq.

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.