Estate Planning for Social Media Influencers: Identifying Assets, Tax Issues, Estate Administration Challenges
Choice of Entity, Selling Off Assets, Receipt of Gifted Products, Structuring Investments With GRATs, SLATs
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide estate planning attorneys and advisers with a detailed analysis of estate planning techniques for digital influencers. The panel will discuss the unique and complex estate planning challenges presented by influencers, including domicile planning with rights of publicity, succession planning, and maximizing the transfer of wealth with the use of GRATs, SLATs, and other planning techniques.
Outline
- A quantifiable overview of the estate planning needs of online influencers
- Understanding how to maximize rights of publicity through domicile planning
- Tax efficient strategies for structuring assets with GRATs, SLATs, etc.
- Succession planning with intellectual property
- Planning for incapacity and death: digital assets and fiduciary selection
- Specific issues in estate administration
Benefits
The panel will review these and other key issues:
- Understanding the estate planning needs of social media influencers and online entrepreneurs
- Succession planning, including lifetime exit planning strategies
- Accounting for digital assets upon incapacity or death
Faculty
Robert W. Clarida
Partner
Reitler Kailas & Rosenblatt
Mr. Clarida heads our intellectual property practice, which has been rated Tier 1 in New York and Tier 3 nationally. He... | Read More
Mr. Clarida heads our intellectual property practice, which has been rated Tier 1 in New York and Tier 3 nationally. He is widely recognized for his intellectual property expertise and has extensive experience in all aspects of securing, enforcing and licensing non-patent intellectual property rights, and in advising a broad range of clients on effective strategies for maximizing value and avoiding infringement risk.
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Shaina S. Kamen
Atty
Stroock & Stroock & Lavan
Ms. Kamen concentrates her practice on sophisticated trusts and estates matters for individuals and families. She... | Read More
Ms. Kamen concentrates her practice on sophisticated trusts and estates matters for individuals and families. She advises clients on all aspects of estate, gift and generation-skipping transfer tax planning, and works with clients and family offices to create estate and business succession plans consistent with family goals. In addition, Ms. Kamen works with clients to build their charitable legacies by developing and administering charitable giving programs through the use of entities such as private foundations and charitable trusts. Her practice also encompasses all aspects of estate and trust administration in New York and Florida.
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