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 Estate Planning of

Digital Assets

This month's meeting is open to members and non-members.

We welcome guests to attend the meeting at no charge.

The Planned Giving Council of Lee County

will hold a virtual meeting on

Thursday, September 23rd

In this presentation, you will learn about the various types of digital assets, the laws that control access to and disposition of those assets and best practices for counseling clients about the handling of their digital property.  

Agenda:

11:45 to 12:00 - Enter site and network (double click on table to join conversations)

12:00 to 1:00 - Presentation by Marve Ann Alaimo

1:15 - Networking and closure of site 

Presented by

Marve Ann Alaimo,

Co-chair of both the Trust, Estate Planning and Personal Wealth Practice Group and the Probate, Trust and Guardianship Litigation Practice Group at Porter Wright. Marve Ann focuses her practice in estate planning and wealth preservation in the firm’s Naples, Florida office. She has more than 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation and guardianship.


Marve Ann focuses on conflict avoidance and cooperative problem solving as foundational elements of an estate plan, as family dynamics can often complicate an already stressful time.


She is a Florida Bar Board Certified Wills, Trusts and Estates lawyer

and has served as a Florida Supreme Court Certified Circuit Civil Mediator. In addition to representing private clients, Marve Ann has also represented local, regional and national charities, nonprofits, and both private and public universities in shepherding their charitable gifts.


She frequently lectures on a variety of estate planning and probat

She frequently lectures on a variety of estate planning and probate

litigation topics. She has also been interviewed by writers for various

outlets including CNBC and has been quoted in articles published in

national and regional newspapers and magazines. Bar Admissions: Florida, U.S. District Court for the Middle District of Florida, US Tax District Court

Future meetings of the Planned Giving Council will be virtual until the community and Federal and State Governments feel it safe to meet together. We hope that you, your families and friends stay well during this trying time.

NOTE:

Please complete the information below and include the email address where you want to receive the meeting invitation prior to the event....and

"send message". Thank you.

(the invitation link will be sent the morning of the meeting from [email protected] If you do not receive the email, please call 239-850-0040)

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Not a member?.... that's okay. Until we can meet in person, please make your reservation using the above form.

This meeting is made possible by Stickboy Creative.


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