Tuesday, March 9, 2021 Webinar: 12:00 - 1:00 pm

Betsy L. Ehrenberg is CEO and founder of Legacy Concierge, a legal-tech firm delivering digital asset resolution services. Betsy advises clients on a broad range of security protection options for their portfolio of digital and tangible assets. She specializes on after-care LOCKYT account notification protocols with custodians, especially those custodians who are reluctant to release control to the fiduciary. Betsy was the first female manager with IBM Canada and authored several proprietary technology training programs for them. Recently she presented her paper at the International STEP Digital Assets Conference in London and was recognized as a C-Suite executive in New Mexico. Ehrenberg presented “Protecting Your Clients Digital Assets” talks at the NM Bar Association and Alaska Trust & Estate Section meetings, participated in two national “Using Technology in Estate Planning” webinars and was an Innovation in Technology panelist for the U.S. Army War College, and one of the Technology Keynote Speakers at a recent Naples Conference on Aging. Betsy is a member of the Santa Fe Estate Planning Council, STEP Digital Assets SIG and is a business advisor for the Santa Fe Business Incubator.

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Financial risks have arisen from the pervasive electronic fraud that is now extant in the virtual digital age. One important issue to discuss with clients is protecting digital assets. People worked hard to build their wealth. We show how technology can protect it.

 •Identify digital assets and access protocols in order to prevent postmortem roadblocks.
•Learn ways to assemble and organize electronic records for data and document access.
•Learn strategies to motivate clients to protect digital assets during estate planning and financial review.

1 CFP CE approved