40 episodes

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.

Digital Planning Podcast Jennifer Zegel, Ross Bruch, and Justin Brown

    • Business
    • 5.0 • 17 Ratings

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.

    QuadrigaCX and the Estate of Gerald Cotten

    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. 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.

    • 39 min
    Corporate Fiduciaries Holding Cryptocurrency

    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.

    • 36 min
    What You Need to Know About NFTs

    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.

    • 33 min
    Certifying Digital Court Records

    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.

    • 38 min
    Interview with Ayesha Minhaj, Google

    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.

    • 40 min
    Interview with Cody Barbo

    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. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

    • 46 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

fz_worth ,

Excellent and timely information

Thank you Jen Zegel and team! The information presented on this series is not only timely but educational and well-presented. Thank you for making this available.

Darrin Sean ,

Cutting edge and very helpful information

This is a great podcast series on Digital Asset law and related issues. Very informative, insightful and relevant. I look forward to listening to each new episode.

PJ DiMuzio ,

Modern & resourceful

wisdom in a newly blooming set of tech!

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