Last Friday, our CEO and Founder Jeremy Toeman presented the case for Legacy Locker to a room packed with estate planning attorneys from around the country at the American Bar Association’s (ABA) Real Property Trust and Estate Joint Tax Conference. The ABA is the largest voluntary professional association in the world. With more than 400,000 members, the ABA provides law school accreditation, continuing legal education, information about the law, programs to assist lawyers and judges in their work and initiatives to improve the legal system for the public.
Jeremy’s speech reinforced the idea that online assets have value, and estate planners now need to ensure their client’s online content is protected and preserved. The topic focused on the tangible value of online accounts and assets, how they should be incorporated into estate plans and how Legacy Locker is a valuable tool toward that end.
Panelist Members Included:
Moderator:
Karin C. Prangley, Krasnow Saunders Cornblath LLP, Chicago, IL
Panelists:
Robert N. Karelitz, Fiduciary Trust, Boston, MA
Karin C. Prangley, Krasnow Saunders Cornblath LLP, Chicago, IL
Jeremy Toeman, Legacy Locker, San Francisco, CA
Jeremy speaks about the importance of online assets and Legacy Locker from Jeremy Toeman on Vimeo.
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