Digital Planning Podcast

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, or suggestions, email us at [email protected].

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, email us at [email protected].

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.

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].

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.

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.

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.

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 replay the interview with Senator Killion who sponsored SB 320 where he discussed RUFADAA and the negotiations leading up to Pennsylvania's version of RUFADAA. For comments, questions, or suggestions, e-mail us at [email protected].

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.

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].