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Revocable Trust For Digital Assets And Program Awards (28 Pages)

$ 89.00
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Description

This Form creates a revocable trust for the specific purpose of allowing access to the digital assets and program rewards of the trust grantor. Many people store significant information on their computers and other devices that is difficult or impossible to access by third parties. Many do not create and maintain lists of information to allow others to reach this information. 

 
This Form addresses those situations by providing comprehensive authority to allow a trustee access to the digital assets and program rewards of the grantor, should that become necessary. This is preferable to using a Codicil to address these assets, since a Codicil would require complying with legal formality every time a change is made. Here, revised schedules can simply replace discarded ones with no formality required.
 
The Form is designed as a revocable living trust. The Form may, but is not required to, also serve as a funded revocable living trust to address the grantor’s plan for management and disposition of conventional financial assets as well as addressing digital assets and program rewards. 
 
The trust can stand alone just as an expression of authority to deal with digital assets and program rewards, or it can encompass more of a traditional tax and estate planning living trust document that adds the component of addressing digital assets and program rewards.

Author: 
Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2012 and 2013 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2012); and Federal Fiduciary Income Taxation (Foxmoor 2012). In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; Generation-Skipping Transfer Tax: A Comprehensive Review; and many other titles. Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, CCH, National Law Foundation, AICPA, Western CPE, the National Society of Accountants, the National Tax Institute, Cohn-Reznick, Professional Education Systems, Inc., Foxmoor Education, many State Accounting Societies and Estate Planning Councils as well as on behalf of private companies. He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama, and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in taxation from New York University Law School.

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