Tag: digital legacy

States Quickly Adding Laws to Address Online Accounts

DCS is in the news again.  This time Communications Daily talks about new RUFADAA legislation and the critical need for people to who they want to have access to their online accounts.  Referred to as “the bible of the telecom industry”, Communications Daily highlights the growing awareness of the need to properly manage online accounts and digital assets, turning to … Continue reading “States Quickly Adding Laws to Address Online Accounts”

Privacy Afterlife Preferences: The People Have Spoken

Lee Poskanzer, CEO and Founder, Directive Communication Systems blogged about Privacy Afterlife in Digital Beyond – a blog about your digital existence and what happens to it after your death Privacy Matters. In fact, 4 out of 5 people believe privacy matters more than access to their accounts in the event of their death. It’s … Continue reading “Privacy Afterlife Preferences: The People Have Spoken”

2017 Heckerling Report – Planning for Digital Property

Steven B. Gorin, Thompson Coburn LLP says, The report on planning for digital assets is thorough and a “must read”. I was impressed by a vendor that appears to be on the forefront of understanding and complying with law, as well as organizing one’s assets: Directive Communication Systems, Inc. The report says “Unlike any other asset … Continue reading “2017 Heckerling Report – Planning for Digital Property”

Kudos to The New York Times for Recognizing the Spark that Started DCS

Kudos to The New York Times for recognizing what Lee Poskanzer has been living with for the last six years in the article   R.I.P. to a Startling Facebook Feature: Reminders of Dead Friends’ Birthdays A reminder of a dead friend’s work anniversary was what drove Lee Poskanzer to start looking into what we now … Continue reading “Kudos to The New York Times for Recognizing the Spark that Started DCS”

DCS Heading to Legal Geek North America Conference – June 25th in Brooklyn

We’re heading to Brooklyn for Legal Geek’s first North American conference held in America.  Jason Moyse, a member of our board of directors and principal of Law Made, describes it perfectly: “…it brings out the Magic Circle and Wall Street crowd and puts them in the same room as the garage guys with nary a … Continue reading “DCS Heading to Legal Geek North America Conference – June 25th in Brooklyn”

Florida Bankers Association Welcomes Lee Poskanzer to Trust & Wealth Management Conference

I’m pleased to have been invited to speak at the 61st Annual Trust & Wealth Management Conference, presented by the Florida Bankers Association on September 26th. The fact that such an august association of bankers is including digital assets in their annual gathering reflects the growing importance of this new asset class even in traditional … Continue reading “Florida Bankers Association Welcomes Lee Poskanzer to Trust & Wealth Management Conference”

2020 The SECURE Act – An Opportunity to Review Estate Plans, Including Digital Assets

The SECURE Act is one of the bigger legislative changes in retirement planning in recent years. One of the biggest changes it brings is how assets in IRAs are distributed when the owner dies. In the past, people used the stretch option of the IRA to allow heirs to stretch out distributions over their lifetimes. The … Continue reading “2020 The SECURE Act – An Opportunity to Review Estate Plans, Including Digital Assets”

The Digital Planning Podcast Hosts Lee Poskanzer

Lee Poskanzer was a guest on The Digital Planning Podcast, hosted by attorney Jennifer L. Zegel, a partner in Kleinbard’s Business and Finance Department and Practice Leader of the Firm’s Trusts and Estates Group, attorney Justin Brown, a partner in the Private Clients Practice Group of Pepper Hamilton LLP, and Ross Bruch, from Estate Genie. The … Continue reading “The Digital Planning Podcast Hosts Lee Poskanzer”