21st Century Estate Planning: Managing Digital Assets and Electronic Accounts

Date: Wednesday, April 27, 2016
Time: 11:45am - 1:15pm
Location: City Club - Downtown
Speaker: Steven Platt & Issac Simon

Overview:  The presentation first provides a brief overview of the various types of digital assets and electronic accounts people tend to own and access in modern society.  It next describes the interplay between account terms of service and federal and state laws regulating access to digital assets, and it describes the various ways in which the laws are evolving.  The presentation concludes with planning suggestions for estate planning attorneys, fiduciaries, and clients.

Steven Platt is a Shareholder at Parker Milliken.  His practice areas include estate planning, administration, and related litigation issues, and general commercial litigation.  Steve is experienced in drafting estate plans, trust administration, probate proceedings, litigating contested trusts, and advising clients on estate and gift tax planning.  Steve’s commercial litigation practice includes complex tort, employment, and business litigation.  He has extensive experience in cases involving trade secrets, employment-related discrimination and harassment, and claims brought under the federal Americans with Disabilities Act and related state statutes. Steve joined Parker Milliken in 2006 after graduating from U.C. Davis Law School.  During law school, Steve was the Managing Editor of the Law Review and a three-year member of the National Mock Trial Team.  Before law school, Steve graduated from the University of California, Irvine with a B.A. in Political Science and a minor in Spanish.  During his junior year of college, he served as Student Body President.  Steve can be reached at splatt@pmcos.com, or at (213) 683-6599.

Isaac Simon joined Parker Milliken in 2004.  His practice includes general corporate and business law with an emphasis in taxation and professional responsibility.  Isaac has experience in federal, state, and local taxation; contract disputes and tort claims; professional liability defense; securities and real estate transactions; and corporate, partnership, and LLC matters. Isaac graduated from Stanford University in 2000 with a B.A. in Philosophy, conferred with departmental honors, and a minor in Sociology.  Isaac graduated from the UCLA School of Law in 2003.  Isaac can be reached at isimon@pmcos.com, or at (213) 683-6525.


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