Legacy Leaders

Mastering Online Succession Planning featuring Lee Poskanzer


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Lee Poskanzer is the CEO of Directive Communication Systems (DCS), a technology company delivering digital asset property succession management solutions for professional advisors, their clients, and Representatives involved with managing wealth and estate planning, and administration. Prior to launching DCS, he successfully led product innovation for many of the most recognized Fortune 500 companies including American Express, Safeway, PolyGram Video and Staples, and others. He has transitioned products and services from innovation to industry standards and practices for the legal tech, fintech, entertainment, and consumer services categories. With the launch of DCS, he quickly recognized the opportunity to help address the unfamiliar and rapidly expanding challenges and complexities that face legal practitioners in handling the new classification of digital property. He has become a respected authority in the area of digital asset succession and has instructed CLE courses for the American Bar Association, ACTEC, STEP International, several state and local Bar Associations, NAEPC chapters, and other industry associations.


Listen to this informative Legacy Leaders episode with Lee Poskanzer about Digital Property Provisions in Legal Documents, Incorporating DCS into Legal and Financial Services, DCS and Post-Death Administration, Crypto Accounts, and Changing Wording in Documents.


Here is what to expect on this week’s show:

●    Gain insight into the process of managing digital properties after a family member or friend has passed away

●    Embrace the importance of having a strategic plan in place for securing your digital assets

●    Overcome the difficulties of obtaining access to digital properties without well-devised planning

●    Unveil the forward-thinking approach of lawyers when addressing digital assets in estate plans

●    Examine the perks of using Directive Communication Systems to efficiently handle digital account management

 

 

Connect with Lee Poskanzer:

Website: https://www.directivecommunications.com/

LinkedIn: https://www.linkedin.com/company/directive-communication-systems/

Facebook: https://www.facebook.com/directivecomms/

Instagram: https://www.instagram.com/directivecommunicationsystems/

Twitter: https://twitter.com/directivecomms

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Legacy LeadersBy Stan Miller & Katie Beth Hand

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