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- Title
Estate Planning for Digital Assets: Understanding the Revised Uniform Fiduciary Access to Digital Assets Act and Its Implications for Planners and Clients.
- Authors
Ploss, I. Richard
- Abstract
The article discusses the U.S. Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) and its Implications for estate planning. It provides an overview of RUFADAA and explains its key definitions, including digital asset, custodian, fiduciary, and terms of service agreement. It also explains the step-by-step process to address digital assets, including ascertaining client's goal with regard to digital assets, estate planning document revision, and creating a digital asset inventory.
- Subjects
DIGITAL asset management; FINANCIAL planning; TERMS of service (Internet); FIDUCIARY responsibility; CUSTODIAL accounts
- Publication
Journal of Financial Planning, 2018, Vol 31, Issue 4, p20
- ISSN
1040-3981
- Publication type
Article