Digital Passing is a blog covering the intersection between estate planning (planning for a person’s incapacity and death) and the digital world (passwords, online accounts, intellectual property, and other digital property).
The purpose of this blog is to introduce family members, fiduciaries (a guardian, conservator, executor, personal representative, trustee, attorney–in–fact, etc.), and their advisors (a lawyer, accountant, financial advisor, etc.) to the types of digital property that they need to locate and access as they deal with an person’s incapacity or death. Planning ahead for passwords, online accounts, and digital property is essential to provide family members and fiduciaries full access to the accounts and digital property, keep administration costs down, provide a smooth administration, and ensure no valuable or significant property is overlooked.
This blog was created by and is maintained by James D. Lamm, a third–generation Minnesota estate planning attorney and a principal in the Trust, Estate & Charitable Planning group at the Gray Plant Mooty law firm in Minneapolis, Minnesota. Jim focuses his practice on estate planning, tax planning, family business succession planning, probate and trust administration, and charitable giving. He is licensed to practice law in Minnesota, South Dakota, and North Dakota.
Jim Lamm is nationally-known for his speaking and writing on advanced estate planning topics, and he has been interviewed and quoted by The Wall Street Journal, The New York Times, Forbes magazine, The Hill, Intellectual Property Magazine, Kiplinger’s Retirement Report, InvestmentNews, Morningstar, Twin Cities Business magazine, the Pew Research Center, The Associated Press, Reuters, the StarTribune, The Seattle Times, The Washington Post, MSNBC, KSTP television, KMSP television, National Public Radio, and more.
Jim blends a strong background in math, technology, and computers with his estate planning practice. He took his first computer programming class in 1982. He’s programmed computers, built and repaired computers, and operated his own computer consulting business. Jim works with his estate planning clients to plan for access to and transfer of their digital property, including electronically stored information, online accounts, and intellectual property rights.
Jim Lamm is an Adjunct Associate Professor (2012-2013; 2014-2015) teaching an Estate Planning and Drafting seminar at the University of Minnesota Law School. Jim is a Fellow in The American College of Trust and Estate Counsel (ACTEC), Chair of ACTEC’s Digital Property Task Force, and a member of ACTEC’s Technology in the Practice Committee.
Jim also coauthored the proposal for and actively participated in the drafting of the Uniform Fiduciary Access to Digital Assets Act.