Digital Planning Podcast

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 corporate transparency and combat illicit activities like money laundering and fraud. Tune in to find out what advisors need to know in connection with planning and the CTA.

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

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”.