The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you through the digital world and aim to keep you…
Jennifer Zegel, Ross Bruch, and Justin Brown
The Digital Planning Podcast is a truly exceptional podcast that delves into the fascinating world of digital asset law and related issues. Hosted by Jen Zegel and her team, this podcast offers timely and educational information, delivered in a well-presented manner. It is evident that a great deal of research has gone into each episode, resulting in a highly informative and insightful listening experience.
One of the best aspects of The Digital Planning Podcast is its dedication to providing relevant and up-to-date content. The topics discussed are not only timely but also incredibly important in today's digital age. Whether it's discussing the legalities surrounding cryptocurrency or exploring the intricacies of estate planning for digital assets, this podcast covers a wide range of subjects that are crucial for individuals to understand. The depth of knowledge displayed by Jen Zegel and her team is commendable, making each episode highly informative and thought-provoking.
Furthermore, the presentation style of this podcast is exemplary. The hosts do an excellent job of breaking down complex legal concepts into easily digestible segments, ensuring that listeners can follow along without feeling overwhelmed. The episodes are well-structured and organized, allowing for a seamless flow from one topic to another. Additionally, the guests invited onto the show provide valuable insights and expert opinions, further enriching the conversations.
While it is challenging to find any major faults with The Digital Planning Podcast, one minor criticism could be its focus on niche subject matter. As this podcast specifically deals with digital asset law and related issues, it may not appeal to a broad audience. However, for individuals interested in these topics or seeking guidance in navigating the complexities of managing digital assets legally, this podcast is an invaluable resource.
In conclusion, The Digital Planning Podcast is a must-listen for anyone interested in understanding digital asset law and related topics thoroughly. With its timely content, well-researched information, and excellent presentation style, it stands out as one of the best podcasts in its genre. Jen Zegel and her team have created an incredibly valuable resource, and I eagerly await each new episode.
In this episode of the Digital Planning podcast, Jennifer Zegel, Justin Brown, and Ross Bruch discuss developments and policy considerations with the use of AI in the practice of law. The trio also examines estate planning nuances and post-mortem privacy concerns, addressing the emergence of ghost bots and personal generative AI avatars.
Cyber security impacts everyone who has a computer, tablet, mobile device, or on-line presence. With cyber-attacks occurring every day, we are all potential targets who should constantly be monitoring our cyber behaviors. In this episode, Jen Zegel, Ross Bruch, and Justin Brown speak with Kris Coleman of Red Five Security to discuss our cyber security and what we can all do to improve our cyber health.
In this episode of the digital planning podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO's).
As the use of biometric information and identifiers becomes more commonplace in our everyday lives, privacy and consumer protections laws throughout the United States limit the ability to gather and use such information. In this episode, Jen Zegel, Ross Bruch, and Justin Brown explore some of the issues surrounding biometric information and biometric identifiers and discuss the estate planning implications of their use.
In this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the fascinating world of ChatGPT, an artificial intelligence language model that has taken the world by storm. We explore some real world applications, risks, and ethical concerns surrounding the technology and discuss what is on everyone's mind in the legal community – are jobs in jeopardy?
In this episode, Jen Zegel, Justin Brown, and Ross Bruch discuss how technology can be both a burden and a useful resource for the modern family office, with special guest Chris Dickson of EY Family Office Advisory Services. We also cover pressing issues and best practices that every family office manager, founder, and beneficiary should know.
There has been much talk about fraud with digital assets. In this episode, Ross Bruch, Jen Zegel, and Justin Brown discuss some of the more common NFT scams. From “rug pulls” to “artificial inflation scams”, NFT owners must be aware of all of the different tactics that fraudsters are implementing on NFTs.
In this episode of the Digital Planning Podcast, Jen Zegel, Ross Bruch, and Justin Brown welcome Suzanne Brown Walsh and Professor Gerry Beyer to discuss the newly drafted Uniform Electronic Estate Planning Documents Act or “UEEPDA”.
In this episode of the Digital Planning Podcast, Jen, Ross, and Justin have a roundtable discussion about the metaverse and estate planning considerations and issues for planning in a virtual world.
In this episode of Digital Planning Podcast, hosts Jennifer Zegel, Ross Bruch, and Justin Brown welcomed Sheona McDonald, an accomplished filmmaker, who discussed her recently released documentary Dead Man's Switch: A Crypto Mystery, now available on Discovery Plus. The documentary chronicles the investigation post-collapse of Canada's largest cryptocurrency exchange, QuadrigaCX; the company's subsequent bankruptcy proceedings; and attempts to piece together what happened. Sheona also wrote the Foreword to the book Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology (LexisNexis/March 2022), authored by Digital Planning Podcast co-host Jen Zegel and veteran Digital Planning Podcast guest Sharon Hartung, who also join the podcast discussion. Their book focuses on the ways technology has disrupted the traditionally paper-based estate industry and raises awareness on the importance of digital asset planning and the challenges associated with managing digital assets. The book sets forth a personas-based framework to help advisors begin to analyze a client's planning needs by their digital behavior and applies this framework through a comprehensive case study of QuadrigaCX and the estate of its late CEO, Gerald Cotten. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
In our first episode of 2022, Jen, Ross, and Justin speak with Joel Revill, CEO of Two Ocean Trust in Jackson Hole, WY. Two Ocean Trust is the first financial institution in the U.S. to offer a comprehensive and frictionless digital asset wealth management platform for private clients and advisors. Listen as Joel discusses the unique challenges faced by corporate fiduciaries in holding cryptocurrency.
What are NFTs (non-fungible tokens)? What is all the media hype? What do you need to know about NFTs from an estate planning perspective? In this episode of the Digital Planning Podcast, Jen, Ross, and Justin have a roundtable discussion about NFTs, and the issues and planning challenges raised by the technology.
For hundreds of years, raised seals have authenticated official government documents of all varieties. But what is the electronic equivalent? How can government bodies certify an official document in the digital age? In this episode, the team speaks with Triedata Founder and CEO Raghunath Menon, who created a fully automated online digital certification service for Court Records and who will answer these questions.
Accessing and transferring data and personal information in a deceased user's online account can raise a number of legal and practical issues for family members. Google has emerged as a leader in the utilization of its Inactive Account Manager online tool to help mitigate these issues in advance. In this episode, Jen, Ross, and Justin talk to Google Associate Security Counsel Ayesha Minhaj to learn more about online tools and Google's Inactive Account Manager.
In this episode, Jen, Ross, and Justin interview Trust & Will Founder/CEO Cody Barbo on Trust & Will's solution to estate planning, along with the future of electronic wills. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
The pandemic has changed life in so many ways, including forever changing the probate process. In this episode, Jen, Ross, and Justin welcome Register of Wills of Cumberland County, Pennsylvania Lisa Grayson to discuss probate during and after COVID-19 and how the pandemic has accelerated the discussion on electronic wills.
In this episode, Troutman Pepper Partner Bill Derasmo interviews Jeff Bishop, the CEO of Key Capture Energy, a dynamic energy storage company with significant projects in New York, California, and several other markets. The podcast addresses in great detail the specifics of what has allowed their projects to “pencil out” and identifies some key issues in terms of monetizing the value stack associated with batteries. Mr. Bishop also discusses the challenges of starting a new company and dealing with both the equity and debt sides of funding. Don’t miss what may be our most “meaty” episode to date.
In this episode, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of Verify-y, to discuss digital identity and his solution to identity and credential verification. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
Please join Jen, Ross, and Justin as we continue our discussion with Pamela Morgan and explore the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of both Empowered Law and Third Key Solutions, LLC, a key consulting firm that works with individuals and organizations to improve the security of their crypto-holdings and ensure these assets are accessible in the event of crisis, death, or disaster. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
Please join Jen, Ross, and Justin as we speak with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of both Empowered Law and Third Key Solutions, LLC, a key consulting firm that works with individuals and organizations to improve the security of their crypto-holdings and ensure these assets are accessible in the event of crisis, death, or disaster. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
In our first episode of Season 3, we welcome back Sharon Hartung, author of Your Digital Undertaker, to discuss the state of digital assets. Sharon also provides an update to the saga with the Canadian Cryptocurrency Exchange QuadrigaCX connected with the death of Gerald Cotton, and how this story serves as an example for the need for businesses to incorporate planning for digital assets and interests.
In our first episode of Season 3, we welcome back Sharon Hartung, author of Your Digital Undertaker, to discuss the state of digital assets. Sharon also provides an update to the saga with the Canadian Cryptocurrency Exchange QuadrigaCX connected with the death of Gerald Cotton, and how this story serves as an example for the need for businesses to incorporate planning for digital assets and interests.
In this episode, Jen, Ross, and Justin chat with Kimberley Martin, a Director at the law firm of Worrall Moss Martin located in Tasmania, Australia about the global evolution of electronic wills, various jurisdictional treatment of electronic wills, and the impact of COVID-19 on estate planning. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
In this episode, Jen, Ross, and Justin chat with Kimberley Martin, a Director at the law firm of Worrall Moss Martin located in Tasmania, Australia about the global evolution of electronic wills, various jurisdictional treatment of electronic wills, and the impact of COVID-19 on estate planning. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
In this episode, Jen, Ross, and Justin chat with Kimberley Martin, a Director at the law firm of Worrall Moss Martin located in Tasmania, Australia about the global evolution of electronic wills, various jurisdictional treatment of electronic wills, and the impact of COVID-19 on estate planning. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
In this episode Jen, Justin, and Ross speak with cybersecurity and privacy law attorney Patrick Hromisin and explore the California Consumer Privacy Act and its impact on consumers nationwide.
In this episode Jen, Justin, and Ross speak with cybersecurity and privacy law attorney Patrick Hromisin and explore the California Consumer Privacy Act and its impact on consumers nationwide.
Jen, Ross and Justin continue the conversation with cybersecurity attorney and privacy specialist, Leeza Garber, on the timely topic of remote voting as elections in November draw near.
Jen, Ross and Justin continue the conversation with cybersecurity attorney and privacy specialist, Leeza Garber, on the timely topic of remote voting as elections in November draw near.
Jen, Ross and Justin speak with cybersecurity and privacy expert, Leeza Garber, to discuss security issues in light of the pandemic and our increasingly digital world.
Jen, Ross and Justin speak with cybersecurity and privacy expert, Leeza Garber, to discuss security issues in light of the pandemic and our increasingly digital world.
Pennsylvania became the latest state to adapt RUFADAA when Governor Wolf signed Senate Bill 320 into law on July 23. In the first episode of Season 2, Jen, Ross, and Justin welcomed Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania’s version of the Revised Uniform Fiduciary Access to Digital Assets Act. We wanted to replay the interview with Senator Killion who sponsored SB 320 where he discussed RUFADAA and the negotiations leading up to Pennsylvania’s version of RUFADAA. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
Pennsylvania became the latest state to adapt RUFADAA when Governor Wolf signed Senate Bill 320 into law on July 23. In the first episode of Season 2, Jen, Ross, and Justin welcomed Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania’s version of the Revised Uniform Fiduciary Access to Digital Assets Act. We wanted to replay the interview with Senator Killion who sponsored SB 320 where he discussed RUFADAA and the negotiations leading up to Pennsylvania’s version of RUFADAA. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
Jen, Ross, and Justin speak with Rachel Zeldin, founder of Funerals360, an end-to-end funeral planning platform, to discuss the emerging death care industry in a digital age.
Jen, Ross, and Justin speak with Rachel Zeldin, founder of Funerals360, an end-to-end funeral planning platform, to discuss the emerging death care industry in a digital age.
Jen, Ross, and Justin speak with Bruce Cane, founder of Inheritance Data, an asset searching platform in the United Kingdom designed to discover a decedent’s financial history in financial institutions during an estate administration. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
Jen, Ross, and Justin speak with Bruce Cane, founder of Inheritance Data, an asset searching platform in the United Kingdom designed to discover a decedent’s financial history in financial institutions during an estate administration. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
The COVID-19 pandemic has created a minefield of digital issues for individuals now working at home. In this episode, Hope Comisky, General Counsel at Pepper Hamilton LLP, joins Jen, Ross, and Justin to discuss the ethical issues that everyone should be aware of in the new era of working remotely. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
The COVID-19 pandemic has created a minefield of digital issues for individuals now working at home. In this episode, Hope Comisky, General Counsel at Pepper Hamilton LLP, joins Jen, Ross, and Justin to discuss the ethical issues that everyone should be aware of in the new era of working remotely. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
In Part 2 of our two part series, Jen, Ross, and Justin continue their discussion with Karen Fahrner to discuss the sudden rise of remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
In Part 2 of our two part series, Jen, Ross, and Justin continue their discussion with Karen Fahrner to discuss the sudden rise of remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
In part one of our two-part series, Jen, Ross, and Justin speak with Karen Fahrner to discuss remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
In part one of our two-part series, Jen, Ross, and Justin speak with Karen Fahrner to discuss remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
Jen, Ross, and Justin talk with Lee Poskanzer, CEO of Directive Communications Systems, to discuss innovative solutions to administering estates with digital assets. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
Jen, Ross, and Justin talk with Lee Poskanzer, CEO of Directive Communications Systems, to discuss innovative solutions to administering estates with digital assets. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
This episode is part two of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin continue discussing the digitization of health, the use of artificial intelligence and augmented reality in the practice of medicine, and potential considerations for health care powers of attorney as technology advances with Dr. Gupta. Dr. Atul Gupta is the Chief Medical Officer and Interventional Radiologist at Philips IGT. Philips is the global leader in image guided therapy and a leading health technology company. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
This episode is part two of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin continue discussing the digitization of health, the use of artificial intelligence and augmented reality in the practice of medicine, and potential considerations for health care powers of attorney as technology advances with Dr. Gupta. Dr. Atul Gupta is the Chief Medical Officer and Interventional Radiologist at Philips IGT. Philips is the global leader in image guided therapy and a leading health technology company. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
This episode is part one of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin sit down with Dr. Atul Gupta, Chief Medical Officer and Interventional Radiologist, at Philips IGT. Philips is the global leader in image guided therapy and a leading health technology company. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com
This episode is part one of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin sit down with Dr. Atul Gupta, Chief Medical Officer and Interventional Radiologist, at Philips IGT. Philips is the global leader in image guided therapy and a leading health technology company. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com
In the first episode of Season 2, Jen, Ross, and Justin welcome Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania’s version of the Revised Uniform Fiduciary Access to Digital Assets Act. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
In the first episode of Season 2, Jen, Ross, and Justin welcome Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania’s version of the Revised Uniform Fiduciary Access to Digital Assets Act. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
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