Digital Planning Podcast

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.

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 t...

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 acc...

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 inter...

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 digitalplanningpodcast@gmail.com.

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 sponsor...

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 digitalplanningpodcast@gmail.com.

The COVID-19 pandemic has created a minefield of digital issues for individuals now working at home. In this episode, Hope Comisky, General Counsel at Pepper Hamilton LLP, joins Jen, Ross, and Justin to discuss the ethical issues that everyone should be aware of in the new era of working remotely. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

In Part 2 of our two part series, Jen, Ross, and Justin continue their discussion with Karen Fahrner to discuss the sudden rise of remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

In part one of our two-part series, Jen, Ross, and Justin speak with Karen Fahrner to discuss remote online notarization in the wake of COVID-19. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.

Jen, Ross, and Justin talk with Lee Poskanzer, CEO of Directive Communications Systems, to discuss innovative solutions to administering estates with digital assets. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

This episode is part two of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin continue discussing the digitization of health, the use of artificial intelligence and augmented reality in the practice of medicine, and potential considerations for health care powers of attorney as technology advances with Dr. Gupta. Dr. Atul Gupta is the Chief...

This episode is part one of a two-part series exploring the digitization of health and medical data and records. Jen, Ross, and Justin sit down with Dr. Atul Gupta, Chief Medical Officer and Interventional Radiologist, at Philips IGT. Philips is the global leader in image guided therapy and a leading health technology company. For comments, questions, or suggestions, e-mail us at digitalplanningpo...

In the first episode of Season 2, Jen, Ross, and Justin welcome Pennsylvania State Senator Tom Killion and Fred Cabell to discuss Pennsylvania's version of the Revised Uniform Fiduciary Access to Digital Assets Act. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

This is part two of a two-part series where we continue our conversation with Sharon Hartung, retired aerospace engineering officer from the Royal Canadian Air Force, former technology executive at IBM, and author of Your Digital Undertaker Exploring Death in the Digital Age in Canada to further discuss what estate lawyers need to know about advancements in technology. For comments, questions, or...

This is part one of a two-part series exploring digital asset planning and estate administration with our guest, Sharon Hartung. Sharon is a retired aerospace engineering officer from the Royal Canadian Air Force, former technology executive at IBM, and author of Your Digital Undertaker - Exploring Death in the Digital Age in Canada.

Digital assets are prevalent in all aspects of family planning. From sharing between and among family members to addressing digital assets in divorce and prenuptial and post nuptial agreements, and ownership of digital assets by minors. Check out this week's episode as Jen, Ross, and Justin discuss this new twist on digital asset planning.

Please join us as our hosts explore estate planning strategies for digital assets, including establishing digital assets trusts and business entities to hold digital assets. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

In this episode our hosts explore digital and non-digital methods of creating inventories for digital assets, passwords, and other sensitive information, as well as the advantages, pitfalls, and future potential of each method.

This episode is the final part of our three-part series exploring blockchain technology. Jen, Ross and Justin continue discussing use-cases and advancements in this space with Bill Evans - founder and CEO of Liberty Fox Technologies, a technology consulting firm in the Philadelphia area. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

This episode is part two of our three-part series exploring blockchain technology. Jen, Ross and Justin sit down with Bill Evans - Founder and CEO, of Liberty Fox Technologies, a technology consulting firm in the Philadelphia area - to discuss the fast-growing developments in this space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.