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Digital Planning Podcast

Jennifer Zegel, Ross Bruch, and Justin Brown

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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 digitalplanningpodcast@gmail.com.
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On this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the intricacies of the Corporate Transparency Act (CTA) with special guest, corporate and finance attorney, Ashleigh Taylor, of Kleinbard LLC. The conversation breaks down the key aspects of this groundbreaking legislation, designed to enhance corpora…
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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…
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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.…
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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 secur…
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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 biometr…
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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 th…
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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.…
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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 cryp…
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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 fac…
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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 certific…
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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 Googl…
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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 …
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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 the…
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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…
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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…
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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 rep…
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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 a…
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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 adv…
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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, questio…
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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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This is part two of a two-part series where we continue our conversation with Sharon Hartung, retired aerospace engineering officer from the Royal Canadian Air Force, former technology executive at IBM, and author of Your Digital Undertaker Exploring Death in the Digital Age in Canada to further discuss what estate lawyers need to know about advanc…
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This is part one of a two-part series exploring digital asset planning and estate administration with our guest, Sharon Hartung. Sharon is a retired aerospace engineering officer from the Royal Canadian Air Force, former technology executive at IBM, and author of Your Digital Undertaker - Exploring Death in the Digital Age in Canada.…
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Digital assets are prevalent in all aspects of family planning. From sharing between and among family members to addressing digital assets in divorce and prenuptial and post nuptial agreements, and ownership of digital assets by minors. Check out this week’s episode as Jen, Ross, and Justin discuss this new twist on digital asset planning.…
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This episode is the final part of our three-part series exploring blockchain technology. Jen, Ross and Justin continue discussing use-cases and advancements in this space with Bill Evans - founder and CEO of Liberty Fox Technologies, a technology consulting firm in the Philadelphia area. For comments, questions, or suggestions, e-mail us at digital…
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This episode is part two of our three-part series exploring blockchain technology. Jen, Ross and Justin sit down with Bill Evans - Founder and CEO, of Liberty Fox Technologies, a technology consulting firm in the Philadelphia area - to discuss the fast-growing developments in this space. For comments, questions, or suggestions, e-mail us at digital…
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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, Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you through the digital world and aim to keep you informed of developments and updates in this ever-changing s…
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