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.
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Speaking to those at the forefront of the digital assets and technology sectors, telling real life stories, considering the growth and growing pains of the industry, and exploring how blockchain and other technology has made an impact on people's lives. With guests including household names like BitGo, Coincover, Grant Thornton, Lockton and Crystal Blockchain, to more specialised enterprises like fractional mining farms for NFTs, to authors, artists and developers, from stable coin issuers b ...
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Estate Planning and the Corporate Transparency Act
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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 corpora…
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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…
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AI Developments - Planning & Practice Considerations
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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.…
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This week Matt speaks to Rob Moore, the director and founder of blockchain and open source investigations firm Arrowsgate. Rob, previously of the British army, talks about his move from jumping out of planes into open battlefields to chasing criminals laundering money through blockchain analytics and helping victims of fraud get their money back. T…
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ORIGINALLY RELEASED 10/12/23 This week I speak to Jennifer Zegel a trust and estate practitioner, member of STEP’s Digital Assets Special Interest Group’s Steering Committee, an attorney at Kleinbard LLC, author of “Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology” and creator and host of the Digital Planning Podc…
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Episode 20: Bob Williams from Lockton
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ORIGINALLY RELEASED 31/10/23 This episode features Bob Williams, the Vice President for Fintech, Digital Assets and Blockchain Technologies at Lockton, the world’s largest independent insurance brokerage. We speak about how to insure crypto assets, the types of coverage needed to cover all bases, the LEAP team's development of a custody policy and …
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Episode 19: Jonny Fry from Digital Bytes
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ORIGINALLY RELEASED 13/09/23 Episode 19 features Jonny Fry, the Crypto AM Influencer of the year 2022. With a wealth of knowledge in this sector, Jonny runs Digital Bytes, which creates and distributes a weekly roundup of the biggest stories in the world of digital assets and is the CEO of Team Blockchain. Matt and Jonny speak about a huge array of…
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Episode 17: Korby Hayre from House of Block
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ORIGINALLY RELEASED 02/08/23 This week’s episode features Korby Hayre the founder of House of Block, a boutique event agency that caters for Web3, Blockchain and crypto currency. Korby, a veteran event organiser, speaks to Matt about her journey in the space, some of the events that she's worked on and how to engage sponsors and delegates in the Bl…
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Episode 16: Nanda Khiara, Fine Art and NFTs
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ORIGINALLY RELEASED 12/07/23 This week’s episode features Nanda Khiara, a fine art and NFT artist, who has been featured at the UNESCO Paris 2022, the World Economic Forum 2023, and at NFT.NYC 2023. We speak what NFTs are, about the value of art as NFTs, both to the artist and to the buyer, and why some fine art purchasers ado not want the correspo…
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Episode 15: Erica Stanford, author of “Crypto Wars: Faked Deaths, Missing Billions and Industry Disruption”
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ORIGINALLY RELEASED 27/06/23 This week’s guest is Erica Stanford, the best-selling author of “Crypto Wars: Faked Deaths, Missing Billions and Industry Disruption”. We look at the history of crypto scams, from initial coin offerings to collapses of entire exchanges like Mt Gox, and hear her thoughts on where we are today, with recent SEC actions in …
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Episode 14: Katharine Wooller of Coincover
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ORIGINALLY RELEASED 13/06/23 This week’s episode features Katharine Wooller the Business Unit Director at Coincover, a market leader in protecting cryptocurrency from hackers and human error, providing services like key retrieval and re-access to crypto assets, which has led to a partnership with hard wallet storage solution provider Ledger. We tal…
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Episode 13: Paul Densley of Policy Dock and Crypto Lock
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ORIGINALLY RELEASED 29/05/23 This episode features Paul Densley the Director of Sales at both (1) Crypto Lock, an initiative that helps customers prevent, and if necessary detect and recover misappropriate assets; and (2) Policy Dock, a platform as a service to automate insurance. We speak about how Crypto Lock provides a full service to protect di…
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Episode 12: Bijan Burnard of Lattice Labs
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ORIGINALLY RELEASED 04/05/23 This week Matt speaks to Bijan Burnard, the CEO of Lattice Labs, a studio helping clients scale in the web3 space. They speak about the Lattice Network, described as a network-as-a-service and what that means, as well its proof of vote consensus which utilises artificial intelligence to ensure proactivity in running the…
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Episode 11: Amit Rathore of Football Fan
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ORIGINALLY RELEASED 19/04/23 Episode 11 features Amit Rathore, the Founder and CEO of the Football Fan App, which looks to disrupt the football industry with Web3 and provide genuine, long term engagement between real fans and clubs. We talk about his journey, listing of the Fan Coin and how the App provides users with confidence, as well as key pa…
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ORIGINALLY RELEASED 04/04/23 This week episode features Peter Shekleton, a director of sales at BitGo, a regulated provider of (i) custody, (i) financial services and (i) core infrastructure for investors and builders alike. We talk about what holders of crypto assets should consider, why BitGo, have been making positive headlines for safekeeping f…
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Episode 9: Aidan Larkin, CEO and Founder of Asset Reality
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ORIGINALLY RELEASED 14/03/23 This week Matt speaks to Aidan Larkin the Co-Founder and CEO of Asset Reality, a tech stars backed firm providing digital asset recovery as a service, to both the private and government agencies alike. Aidan and Matt have known each other for some years and have worked together to assist parties trace, locate, ringfence…
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Episode 8: Nick Smart of Crystal Blockchain Analytics
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ORIGINALLY RELEASED 27/02/23 This week is all about Bitcoin and one of the biggest threats to the integrity of the Bitcoin blockchain - the case of Tulip Trading (recently in the Court of Appeal), in which the Claimant (Craig Wright's trust), seeks to transfer his misappropriated Bitcoin without a private key, looking for the developers of the bloc…
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Episode 7: Lavinia Osbourne of Women in Blockchain Talks
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ORIGINALLY RELEASED 22/02/23 This week Matt Green speaks to Lavinia Osbourne, the Founder of Women in Blockchain Talks, who has been credited as a Linkedin top voice 2021 and on Wirex's rising women in crypto power list 2021, and is the claimant in a widely known High Court litigation confirming NFTs as property. They speak about why this sector ne…
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Episode 6: Ryan Winchester of Goofy Gophers Mining Club
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ORIGINALLY RELEASED 05/02/23 Episode 6 features Ryan Winchester, the founder of the Goofy Gophers Mining Club, an NFT project that mines multiple coins using a variety of ASIC miners, to make mining (or fractionalised mining) more accessible to the public.By Inearlypod
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Episode 5: Dhivyan Kandia of House Token Decentralised Autonomous Organisation (HoT DAO)
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ORIGINALLY RELEASED 15/12/22 This episode features Dhivyan Kandiah, the Co-Founder and COO of the HoT DAO, or House Token Decentralised Autonomous Organisation, which utilises London real estate to back its stablecoin called HGBP, and keeps it pegged to the GBP. We speak about how DAOs work, his response to the Law Commission's call for evidence ar…
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ORIGINALLY RELEASED 02/12/22 This episode features Brian Mondoh, who talks about how and where crypto sits in the world of academics, alternative use cases of blockchain technology along with more about Brian himself, a dual qualified barrister, originally from Kenya with deep roots in Trinidad and Tobago and current resident of Nottingham where he…
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Episode 3: Andrew Howard of Bitcoin Reserve
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ORIGINALLY RELEASED 21/11/22 The third episode of “In Early- The Crypto Podcast” goes through the fundamentals of Bitcoin from a base level, detailing what both Bitcoin and money really are, why Bitcoin has value and how it compares to other assets, what proof of work is and why “decentralised digital money” is so important right now. Huge thanks t…
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Episode 2: Carmel King, Director at Grant Thornton
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ORIGINALLY RELEASED 08/11/22 This week we learn how the recovery of land in Panama and mines in Zambia led to the development of a specialised digital asset recovery practice, how Carmel's team trace crypto funds on blockchains and identify fraudsters using specialist intelligence, how they enforce orders around the world and realise crypto assets,…
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ORIGINALLY RELEASED 02/11/22 This inaugural episode features Ben Appleby, Founder and CEO of The CAKE, a "decentralised support platform form the crypto ecosystem". We find out more about Ben, who says he was the first person in Europe to use a Bitcoin ATM, what he got up to in Parliament, his position on DAOS and decentralised apps, and what they …
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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 secur…
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In this episode of the digital planning podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO’s).By Ballard Spahr LLP
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Understanding Biometrics and the Impact on Estate Planning
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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 biometr…
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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 th…
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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.…
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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.…
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The Uniform Electronic Estate Planning Documents Act
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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”.By Ballard Spahr LLP
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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.By Ballard Spahr LLP
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QuadrigaCX and the Estate of Gerald Cotten
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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 cryp…
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Corporate Fiduciaries Holding Cryptocurrency
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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 fac…
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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.…
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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 certific…
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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 Googl…
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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.
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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.…
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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 digitalplanningpodcast@gmail.com.
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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 …
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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 the…
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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…
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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…
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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.
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Interview with Leeza Garber - Remote Voting
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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.
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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.
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Legislation Discussion with PA State Senator Tom Killion
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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 rep…
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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.
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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 digitalplanningpodcast@gmail.com.…
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