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Digital assets and succession planning

24 September 2018

I recently presented to a  group of lawyers about estate/succession planning in relation to digital assets. I only had 10 minutes to speak so I had to make the presentation as practical and succinct as possible. Enjoy!


Tags

digital assets, managing risks, presentation, video


About the author 

Sonnie Bailey

In his spare time, Sonnie likes telling people that he’s a former Olympic power walker, a lion tamer, or that he is an orthodontist. He is none of those things. In reality, Sonnie is a financial planner based in Christchurch. Through his business, Fairhaven Wealth (www.fairhavenwealth.co.nz), he provides independent, advice-only, fixed-fee financial planning services. Sonnie is a “recovering lawyer”: he has specialised in trusts and personal client work. He has also worked as a financial services lawyer for many years.

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