Beyond the Tweet: Transferring Digital Assets and Succession Planning.

Join us for an insightful event delving into the complex world of transferring digital assets and crafting effective succession plans in the digital age. As our lives become increasingly intertwined with technology, managing digital assets and ensuring their smooth transition in times of succession has emerged as a critical concern for individuals, families, and businesses alike.

In this comprehensive seminar, industry experts and legal professionals will guide participants through the nuances of digital asset management and succession planning. From cryptocurrencies and online accounts to intellectual property and social media profiles, attendees will gain a deep understanding of the diverse range of digital assets and the legal frameworks governing their transfer.

Key topics to be covered include:

1. Identifying and Inventorying Digital Assets: Learn how to compile a comprehensive list of digital assets, including those with sentimental, financial, or intellectual value.
2. Understanding Legal Considerations: Explore the evolving legal landscape surrounding digital assets, including privacy laws, terms of service agreements, and estate planning regulations.
3. Crafting Effective Succession Plans: Discover strategies for integrating digital assets into traditional estate plans, ensuring seamless transfer and minimizing potential disputes among beneficiaries.
4. Securing Digital Legacies: Examine best practices for safeguarding digital assets, including encryption, password management, and designated fiduciary arrangements.
5. Navigating Cryptocurrency and Blockchain: Gain insights into the unique challenges and opportunities presented by digital currencies and blockchain technology in succession planning.

Whether you're an individual looking to protect your digital legacy, a family seeking guidance on estate planning, or a business owner grappling with succession issues, this event offers invaluable knowledge and practical strategies to help you navigate the complexities of transferring digital assets and succession planning with confidence.

Panelists

Jennifer S. Raguso is an experienced attorney who focuses her practice on Estate Planning, Elder Law, and Special Needs Law. Jennifer joined Futterman, Lanza & Pasculli, LLP in 2023, bringing her extensive knowledge and expertise to serve her clients.

Prior to joining Futterman, Lanza & Pasculli, LLP, Jennifer worked at several prominent law firms that specialize in Estate Planning, Elder Law, and related areas. Through Jennifer’s firsthand experiences caring for an aging grandmother and a sister with autism, Jennifer developed a deep understanding of the challenges faced by individuals with special needs and their families. She gained valuable insight into the legal, financial, and emotional complexities, enriching her practice and making her a tenacious advocate.

Clients can rely on Jennifer’s professionalism, integrity, and compassionate approach. She takes the time to listen to clients’ concerns, explain their legal options, and provide realistic expectations.

Dylan Stevens is an Associate Attorney at Cona Elder Law. Dylan practices in both the Estate Planning and Government Benefits Eligibility departments at the firm, handling complex estate plans for high-net-worth clients, estate tax planning, the preparation of irrevocable life insurance trusts (ILITs), spousal limited access trusts (SLATs) and other vehicles for estate tax minimization, as well as Wills, Trusts, and Advance Directives. Dylan also handles probate and estate and trust administration and assists the estate litigation department.

On behalf of the Government Benefits Eligibility Department, Dylan advises clients regarding asset protection planning, prepares asset protection trusts, handles complex Medicaid applications, and advocates for clients at Fair Hearings. Dylan also represents clients in Article 81 Guardianships in the Supreme Court as well as 17-A Guardianships in the Surrogate’s Court. He has been recognized by Best Lawyers® as “Ones to Watch” in 2024. Dylan received his law degree cum laude from Boston College Law School, where he served as a member of the Public Interest Law Foundation and the Business and Law Society. He earned his Bachelor’s degree in History from Princeton University where he also graduated cum laude and received the C.O. Joline Prize for the best senior thesis in American History. Dylan is admitted to practice law in New York and Connecticut and is a member of the New York State Bar Association. Dylan resides in Port Jefferson, and he enjoys golfing, hiking, and playing tennis.

Moderator

Donna Rivera-Downey is an accomplished businesswoman and community advocate who recently retired as Chief Marketing and Communications Officer for the Girl Scouts of Nassau County. While balancing family life with a host of civic and professional service organizations, Donna is known and well respected for her ability to bring together people and resources to accomplish tasks that benefit her employers and the community.

​Donna directed all areas of marketing at Girl Scouts, from print to web to special events, and maintained direct connections to the girls in Girl Scouting through her management of the renowned Girl Scouts of Nassau County Chorus, Media Girls and Ceremonial Units. Donna was an early adopter and campaigner for using social media to connect with Girl Scout families, volunteers, and alumnae. Her social media work for Girl Scouts of Nassau County was recognized with a Social Networker Award: Best Use of Facebook at the 2011 Folio Awards.

​Donna is the President of the Hicksville-Jericho Rotary Club, currently serves on the Public Image, Rotary Foundation Fundraising and Rotary Day of Service committees for Rotary District 7255 which encompasses Brooklyn, Queens, Nassau, and Suffolk Counties. Continuing her work with the youth of her community. Donna also serves on the board of the Hicksville Boys & Girls Club. She also is an active member of the Public Relations Professional of Long Island.