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Virtually Executed: Understanding Washington's Uniform Electronic Estate Planning Documents Act (UEEPDA)
Topic
Estate Planning
Program ID
336570
Hours
1
Format
Live / Stand-alone Workshop or Seminar
Complexity
Intermediate
Description
The speaker will cover:
a. Adoption of the UEEPDA in WA and other states;
b. Applicability of the law and recognition of electronic documents;
c. Definitions you should know and Statutory language;
d. Compare/contrast with the UEWA (Uniform Electronic Wills Act);
e. How to apply the UEEPDA in practice.
Learning Objectives
After attending this presentation, participants will be able to:
1. Identify when it is recommended or not recommended for a client to execute estate planning (EP) documents electronically;
2. Identify what constitutes a validly executed EP document;
3. Be aware of potential problems, e.g. push back from financial institutions that may not want to accept the documents;
4. Be familiar with the statutes and definitions that are specific to the UEEPDA;
5. Have a working knowledge of how WA law differs from other states with similar acts.