Cybersecurity: What Estate Planners Should Tell Clients
Speaker
Thomas A. Tietz
| Shenkman Law
The MCBA Estate Planning, Trust and Probate & Probate Litigation Sections October Meeting presentation, Cybersecurity: What Estate Planners Should Tell Clients, will be held virtually on Wednesday, October 15th from 12:00 to 1:00 PM via Zoom Webinar.
While professional advisers are all aware of the importance of cybersecurity and related planning for their practices, many clients are not. This is especially so for older clients who are less tech savvy but the focus of many estate planning practices. Client internet and related security could be as important a part of the estate planning discussion as asset protection, excess personal umbrella liability insurance and other common ancillary estate planning topics. All the security measures a professional adviser may have are of little benefit to a client who emails unencrypted non-password protected tax or other confidential documents to their adviser. Many clients use legacy email providers that do not provide current cybersecurity protection. Business owner and professional clients often store sensitive personal information on their business computer systems and use business email for personal estate and financial matters. All these common missteps could prove problematic for clients. This webinar will provide practical, understandable, and actionable guidance that practitioners in all fields can use to help clients address these and related issues. These suggestions will equip advisers, even those with a discomfort dealing with technology, to provide practical direction and issue spotting for their clients.
***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***
MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR TOWARDS Technology in the Practice of Law (specialty) CLE Credit.
This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411.
People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.
1.0 CLE | Technology in the Practice of Law
Contact
Denise Belli | Email
Julie Cervetto | Email
10/15/2025 12:00 PM
10/15/2025 1:00 PM
America/Los_Angeles
Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual)
Cybersecurity: What Estate Planners Should Tell Clients
Zoom Webinar, , , CA,
Marin County Bar Association
info@marinbar.org
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