Digital Planning Podcast

QuadrigaCX and the Estate of Gerald Cotten

March 07, 2022 04:00 - 39 minutes - 44.7 MB

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 t...

Corporate Fiduciaries Holding Cryptocurrency

February 15, 2022 22:15 - 36 minutes - 41.6 MB

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 You Need to Know About NFTs

December 21, 2021 15:57 - 33 minutes - 26.9 MB

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.

What You Need to Know About NFTs

December 21, 2021 15:57 - 33 minutes - 26.9 MB

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.

Certifying Digital Court Records

November 24, 2021 15:33 - 38 minutes - 44.6 MB

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.

Interview with Ayesha Minhaj, Google

October 14, 2021 19:13 - 40 minutes - 25.8 MB

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.

Interview with Cody Barbo

July 19, 2021 23:11 - 46 minutes - 41.7 MB

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 [email protected].

Interview with Lisa Grayson

May 27, 2021 16:13 - 35 minutes - 23.3 MB

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.

Digital Identity Discussion

April 12, 2021 05:00 - 46 minutes - 29.2 MB

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 [email protected].

Interview with Pamela Morgan Part Two

March 11, 2021 21:54 - 31 minutes - 20.7 MB

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, o...

Interview with Pamela Morgan Part One

February 22, 2021 18:08 - 47 minutes - 31 MB

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, emai...

The State of Digital Assets

January 13, 2021 21:59 - 40 minutes - 27 MB

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.

Interview with Kimberley Martin

November 10, 2020 17:03 - 52 minutes - 32.3 MB

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 [email protected].

Interview with Kimberley Martin

November 10, 2020 16:58 - 52 minutes - 32.3 MB

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 [email protected].

Interview with Patrick Hromisin

October 06, 2020 19:53 - 43 minutes - 30 MB

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.

Interview with Leeza Garber - Remote Voting

September 10, 2020 05:00 - 32 minutes - 21.9 MB

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.

Interview with Leeza Garber

August 17, 2020 22:39 - 20 minutes - 14.1 MB

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.

Funerals360

June 09, 2020 22:15 - 43 minutes - 42 MB

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.

Inheritance Data

May 13, 2020 14:07 - 55 minutes - 35.7 MB

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 [email protected].

Digital Issues for Individuals Working At Home

May 12, 2020 01:15 - 36 minutes - 23.1 MB

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 [email protected].

Digital Issues for Individuals Working at Home

April 29, 2020 14:42 - 36 minutes - 22.5 MB

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.

Remote Online Notarization – Part Two

April 10, 2020 14:13 - 20 minutes - 11.5 MB

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 [email protected].

Remote Online Notarization – Part One

April 08, 2020 16:23 - 32 minutes - 17.5 MB

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 [email protected].

Administering Estates With Digital Assets

March 05, 2020 18:21 - 46 minutes - 44.1 MB

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 [email protected].

Exploring Digitization of Health & Medical Data & Records II

February 05, 2020 18:28 - 29 minutes - 30.8 MB

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 im...

Exploring Digitization of Health & Medical Data and Records

January 22, 2020 05:00 - 23 minutes - 25.1 MB

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 [email protected]

Legislation Discussion with PA State Senator Tom Killion

January 07, 2020 14:43 - 29 minutes - 31.6 MB

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 [email protected].

Digital Asset Planning With Author Sharon Hartung Part Two

December 03, 2019 05:00 - 20 minutes - 21.5 MB

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 advancements in technology. For comments, questions, or suggestions, e-mail us at [email protected].

International Litigation & Transactions in the Face of GDPR

November 26, 2019 17:00 - 10 minutes - 12.1 MB

On December 11, 2019, Pepper Hamilton will host our 10th Annual Antitrust Developments Update in Philadelphia. This interactive seminar will cover some of the leading topics in antitrust today and will provide attendees with practical guidance on how to minimize and manage their exposure in litigation. In this podcast, we are joined by Jeremy Heep, co-chair of the Litigation and Dispute Resolution Department and co-chair of the Antitrust and Competition section, and Alex Nisenbaum, a member...

Exploring Digital Asset Planning With Author Sharon Hartung

November 19, 2019 13:51 - 34 minutes - 36.6 MB

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.

Digital Assets in Divorce, Prenuptial/Postnuptial Agreements,

October 29, 2019 05:00 - 27 minutes - 25.6 MB

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.

Estate Planning Strategies for Digital Assets

October 02, 2019 14:46 - 21 minutes - 21.7 MB

Please join us as our hosts explore estate planning strategies for digital assets, including establishing digital assets trusts and business entities to hold digital assets. For comments, questions, or suggestions, e-mail us at [email protected].

Creating Digital Asset Inventories

September 10, 2019 13:51 - 24 minutes - 25.5 MB

In this episode our hosts explore digital and non-digital methods of creating inventories for digital assets, passwords, and other sensitive information, as well as the advantages, pitfalls, and future potential of each method.

Exploring Blockchain Technology (Part Three)

August 14, 2019 19:48 - 33 minutes - 36.5 MB

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 [email protected].

Exploring Blockchain Technology (Part Two)

August 01, 2019 05:00 - 23 minutes - 25.2 MB

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 [email protected].

Exploring Blockchain Technology

July 17, 2019 18:48 - 24 minutes - 24.1 MB

This episode is part one of our three-part series exploring blockchain technology. Jen, Ross and Justin discuss the basic concept of a public blockchain network and the pros and cons associated with this technology, and also touch on what lawyers need to be aware of in this space.

Public Policy and Storage Considerations Surrounding E-Wills

June 21, 2019 09:32 - 21 minutes - 21.6 MB

This episode is the final part of our three-part series exploring e-wills. Jen, Ross and Justin take a deeper dive into e-wills and discuss some of the public policy and storage considerations surrounding the various types e-wills.

Exploring the Validity of E-Wills

June 05, 2019 13:49 - 28 minutes - 29.3 MB

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 space. This episode is part two of our three-part series on e-wills. Jen, Ross and Justin will take a deeper dive into e-wills and discuss some case...

Digital Planning Podcast

Episodes