Digital Planning Podcast

Digital Planning Podcast

By Jennifer Zegel, Ross Bruch, and Justin BrownBusinessTechnology
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Digital Planning Podcast episodes

  • 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.

    58 min
  • 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).

    36 min
  • 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.

    39 min
  • 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?

    40 min
  • 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.

    33 min
  • 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.

    41 min
  • 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.

    30 min
  • 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 [email protected].
    40 min
  • 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.
    37 min

About Digital Planning Podcast

From the publisher's feed

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.