Digital Planning Podcast

In this episode, Ross, Jen, and Justin sit down with David Barnard, founder and CEO of Luminary—an AI-powered estate planning platform redefining how advisors scale and deliver wealth transfer strategies. David shares his journey from leading private wealth at AllianceBernstein to launching Luminary, explores how AI is reshaping trust and estate workflows, and explains why collaboration—not disruption—is the future of estate tech. Tune in for insights on document intelligence, data architecture, privacy considerations, and the evolving landscape of estate planning in the age of AI.

In this episode, we welcome Wouter IJgosse, the founder and CEO of DecisionVault — the client data intake platform that’s transforming how estate planning attorneys gather and organize information. We dive into the origin story of DecisionVault, how it’s streamlining workflows for law firms, and what the future of estate tech looks like.

In this episode, we welcome Gregory Szewczyk, a partner at Ballard Spahr, LLP to discuss the critical but often overlooked aspect of estate planning – privacy.  Join us as we unpack the complexities of privacy law and apply them to estate planning and how we can safeguard ourselves, our clients, and our families.

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down with special guest, Richard Zack, CEO and Co-Founder of Eternal Me, to dive into the essential, yet often overlooked, topic of digital asset management.  From social media accounts to crypto and cloud-stored memories, we explore the legalities of accessing, transferring, and managing your digital assets after death, what happens if no preplanning has occurred, how your digital legacy can be protected, and why planning in this area is so important.

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”.

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.

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 se

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.

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.

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 certification service for Court Records and who will answer these questions.

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 Google Associate Security Counsel Ayesha Minhaj to learn more about online tools and Google’s Inactive Account Manager.