Jennifer Zegel, Partner and Chair of Kleinbard’s Estates & Trusts Department, co-authored an article in The American Bar Association’s publication, Property & Probate, detailing parts of a recent interview with Joel Revill, CEO of Two Ocean Trust. The full interview was originally featured on a recent episode of the Digital Planning Podcast which is hosted by Jennifer Zegel, Justin Brown, and Ross Bruch and focuses on all things digital in connection with estate planning, business planning, and estate administration. The interview features the discussion around Two Ocean Trust, the first wealth management platform to bridge traditional securities, alternative investments, and digital assets into a single fiduciary platform; the advantages of being based in Wyoming; and how digital assets and cryptocurrency are being incorporated into wealth planning strategies.
To read the full article, click here. And, to hear more of the conversation, click here.