Digital Planning Podcast

Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at [email protected].

Planning for Influencers 03/27/2024

Planning for Influencers Join Justin Brown, Jen Zegel, and Ross Bruch as they delve into the digital world of influencer planning on the latest episode of the Digital Planning Podcast, featuring the esteemed Laura Giles of Ballard Spahr. Tune in to gain valuable insights and learn more about estate and business planning for influencers. #digitalplanning #influencers /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/30568023

AI Developments - Planning & Practice Considerations 01/31/2024

AI Developments - Planning & Practice Considerations 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/29736428

When Cyber Attacks Hit Home 10/04/2023

When Cyber Attacks Hit Home 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/28225544

Exploring DAOs 09/06/2023

Exploring DAOs In this episode of the digital planning podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO’s). /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/27959436

Understanding Biometrics and the Impact on Estate Planning 05/10/2023

Understanding Biometrics and the Impact on Estate Planning 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/26802411

ChatGPT and the Legal Realm 03/01/2023

ChatGPT and the Legal Realm 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? /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/26095383

Family Office Technology Solutions 01/18/2023

Family Office Technology Solutions 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/25647906

NFT Scams 12/14/2022

NFT Scams 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/25327227

The Uniform Electronic Estate Planning Documents Act 11/16/2022

The Uniform Electronic Estate Planning Documents Act 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”. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/25039668

What is The Metaverse? 09/21/2022

What is The Metaverse? 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/24447576

QuadrigaCX and the Estate of Gerald Cotten 03/07/2022

QuadrigaCX and the Estate of Gerald Cotten 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728644

Corporate Fiduciaries Holding Cryptocurrency 02/15/2022

Corporate Fiduciaries Holding Cryptocurrency 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728647

What You Need to Know About NFTs 12/21/2021

What You Need to Know About NFTs 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728650

Certifying Digital Court Records 11/24/2021

Certifying Digital Court Records 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728653

Interview with Ayesha Minhaj, Google 10/14/2021

Interview with Ayesha Minhaj, Google 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728656

Interview with Cody Barbo 07/19/2021

Interview with Cody Barbo 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728659

Interview with Lisa Grayson 05/27/2021

Interview with Lisa Grayson 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728662

Digital Identity Discussion 04/12/2021

Digital Identity Discussion 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728665

Interview with Pamela Morgan Part Two 03/11/2021

Interview with Pamela Morgan Part Two 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728668

Interview with Pamela Morgan Part One 02/22/2021

Interview with Pamela Morgan Part One 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728671

The State of Digital Assets 01/13/2021

The State of Digital Assets 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728674

Interview with Kimberley Martin 11/10/2020

Interview with Kimberley Martin 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728680

Interview with Patrick Hromisin 10/06/2020

Interview with Patrick Hromisin 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728683

Interview with Leeza Garber - Remote Voting 09/10/2020

Interview with Leeza Garber - Remote Voting 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728686

Interview with Leeza Garber 08/17/2020

Interview with Leeza Garber 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728689

Legislation Discussion with PA State Senator Tom Killion 08/10/2020

Legislation Discussion with PA State Senator Tom Killion 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728692

Funerals360 06/09/2020

Funerals360 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728695

Inheritance Data 05/13/2020

Inheritance Data 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728698

Digital Issues for Individuals Working At Home 05/12/2020

Digital Issues for Individuals Working At Home 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728701

Remote Online Notarization – Part Two 04/10/2020

Remote Online Notarization – Part Two 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. /episode/index/show/02b084a6-a31e-4507-a461-b02b93d2a62d/id/22728704

Digital Planning Podcast

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