Fiduciary Law Section | Electronic Records and Signatures in Estate Planning

Fiduciary Law Section | Electronic Records and Signatures in Estate Planning

Dear Section Members:

Please join us for an upcoming CLE October 6, 2020 at 1:30 p.m. Click here [ gabar.zoom.us ] to register. Please note, you must register prior to the event in order to receive the Zoom link.

Presenter: Blake Melton, Sr. Wealth Strategist, The Family Office at Synovus

What does the Electronic Transactions Act say about not only the electronic execution of instruments such as powers of attorney, trusts, and wills, but also about the use of electronic records and signatures for the removal, resignation, and appointment of trustees, fee agreements, notices, consents, directives, nonjudicial settlement agreements and the like? What about the statute of frauds? It’s more nuanced than you might think, especially if you think the ETA does not apply to any of the foregoing instruments. Potential language for new instruments will be offered and solutions for existing instruments will be explored.

Patricia Friedman, Chair
Fiduciary Law Section
State Bar of Georgia