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Estate Planning Technology: Electronic Wills - Webinar (ONLINE EVENT: February 20, 2025)

  • Webinar

  • 65 Minutes
  • 20 February 2025 13:00 EST
  • Lorman Business Center, Inc.
  • ID: 6044660

Discover key insights on electronic wills and the UEWA with practical tips, case law, and best practices for proper execution and management.

Many legal professionals and estate planners face challenges navigating the complexities of electronic wills and the Uniform Electronic Wills Act (UEWA). This presentation will cover the unique application of an electronic will and the application of the Uniform Electronic Wills Act. Participants will gain practical insights and case law examples to ensure proper execution and management of electronic wills.

Learning Objectives

  • You will be able to define what an electronic will or is not.
  • You will be able to describe some of the benefits and challenges related to an electronic will.
  • You will be able to discuss the background of the Uniform Electronic Wills Act.
  • You will be able to explain the rationale.

Agenda

Introduction to Electronic Wills

  • What Is an Electronic Will?
  • Why Do We Need It?
  • What Does It Address?

Uniform Electronic Wills Act

  • History of the Act
  • Review of the Statute /Background
  • What Does It Seek to Address?
  • Which States Have Adopted the UEWA or Some Other Versions of It

Benefits of Electronic Wills

  • Ease/Accessibility (Combining Remote Witnesses and Notarizing)
  • Is It a Digital Asset?
  • Custodian of the Record or Self-Proving?

Challenges or Pitfalls

  • What Happens When You Modify, Revoke?
  • Which One Is an Original, Fraud, Undue Influence
  • Court’s Acceptance (How Do We Manage Fraud, Undue Influence and Intent of the Testator?)
  • What If There Are Technical Difficulties?

Legal Applications and Ramifications

  • Cases 1: The Estate of Horton V. Jones
  • Case 2 (Deals With Harmless Error)
  • Case 3

Speakers

  • Regine Francois Williams, Esq.
  • Regine Francois Williams, Esq.,
    Francois Williams Legal


    • Managing Attorney of Francois Williams Legal, which is a multi-regional firm
    • Practice focuses on trust and estate planning and administration
    • Admitted to practice in Maryland, the District of Columbia and Florida
    • Currently an LLM Tax Candidate at the University of Florida Levin College of Law
    • J.D. Degree, University of Connecticut School of Law; B.A. Degree, American University in Washington, D.C.

Who Should Attend

This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, and lenders.