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Celebrity Estates

Business & Economics Podcasts

Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

Location:

United States

Description:

Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

Language:

English

Contact:

(866) 505-7173


Episodes

69. Vince McMahon Sr. and the Evolution Of Generational Values

7/11/2022
Vince McMahon Sr. is best known for founding the company that eventually became World Wrestling Entertainment. In a family business, which the WWE very much is, passing down core values can be a struggle as future generations look to create their own paths. In this episode, David Lenok is joined by Kelley Wolfington, Senior Wealth … Continue reading 69. Vince McMahon Sr. and the Evolution Of Generational Values →

Duration:00:25:30

68. Conrad Hilton and Advising First Generation Wealth Creators

6/6/2022
Conrad Hilton got his start in hospitality at his family’s general store in the New Mexico Territory. Years later, he established the largest hotel chain in the world, Hilton Hotels. After his death, Conrad left much of his estate to the Conrad Hilton Foundation — until his son decided to contest the will. In this … Continue reading 68. Conrad Hilton and Advising First Generation Wealth Creators →

Duration:00:30:24

67. Russia And Ukraine: The Benefits Of Alternative Citizenship

4/18/2022
The war between Russia and Ukraine is upsetting what many thought to be a well-established world order. The ripples of the conflict are being felt thousands of miles away, as the global economy struggles to recalibrate on the fly. The return of war to Europe reinforces the need for clients to have a backup plan … Continue reading 67. Russia And Ukraine: The Benefits Of Alternative Citizenship →

Duration:00:33:06

66. Michael Nesmith, The Monkees and The Legality Of Holographic Wills

4/4/2022
Michael Nesmith, songwriter, actor, producer, novelist and member of the popular group The Monkees passed away in December 2021. His will stated he wished to donate his entire estate to his mother’s foundation—however, there was one complication to the legality of the document. Nesmith’s will was hand written. In this episode, David Lenok is joined … Continue reading 66. Michael Nesmith, The Monkees and The Legality Of Holographic Wills →

Duration:00:31:18

65. David Bowie: The Financial Side Of A Music Catalog

3/21/2022
Named the Greatest Rock Star Ever after his death, David Bowie is a singer, songwriter and actor who left his mark on the world along with a $100 million dollar estate at the time of his death. Recently, his music catalog sold for a reported $250 million, higher than his initial estate value. In this … Continue reading 65. David Bowie: The Financial Side Of A Music Catalog →

Duration:00:26:30

64. Pat Bowlen: Creating An Estate Plan Before Being Forced Out

3/7/2022
Pat Bowlen was an American lawyer and partial owner of the Denver Broncos, along with his two brothers and sister. He served as the Broncos CEO until July 2014, when he stepped down due to progressive effects of Alzheimer’s disease, and passed away in 2019. His estate plan was unique due to the family trust … Continue reading 64. Pat Bowlen: Creating An Estate Plan Before Being Forced Out →

Duration:00:27:12

63. Jay Leno: Planning for Classic Car Collections

2/22/2022
Jay Leno spent 22 years hosting the “The Tonight Show” before being inducted into the Television Hall of Fame. His prized collection consists of approximately 286 vehicles: 169 cars and 117 motorcycles, all of which create a bit of a challenge when it comes to asset planning. In this episode, David Lenok is joined by … Continue reading 63. Jay Leno: Planning for Classic Car Collections →

Duration:00:36:38

62. Aristotle Onassis: The Impact of International Asset Planning

2/7/2022
From the mid 1920’s to his death in 1975, Aristotle Onassis embodied the phrase “many fingers in many pies” with businesses ranging from international shipping to less savory military hunters. Greek law limited how much could be granted to his American wife, Jackie O., after his death, regardless of his enormous legacy. With those limitations … Continue reading 62. Aristotle Onassis: The Impact of International Asset Planning →

Duration:00:27:20

61. DMX: Planning For Blended Families

1/24/2022
David Lenok is joined by John Pantekidis, chief investment officer and general counsel at Twin Focus, to discuss the struggles of determining inheritance with children from multiple partners and the legal and tax issues when children are taken into account. With over 74 million records sold worldwide and a lucrative career that took him in … Continue reading 61. DMX: Planning For Blended Families →

Duration:00:27:31

Ep 60 – Audrey Hepburn: When Secrets Destroy A Family

1/3/2022
Encore Presentation David Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, … Continue reading Ep 60 – Audrey Hepburn: When Secrets Destroy A Family →

Duration:00:29:43

Ep 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman

12/20/2021
In this episode’s encore presentation, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only … Continue reading Ep 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With...

Duration:00:30:21

Ep 58 – MacKenzie Scott: The Future of Giving?

12/6/2021
With a 4% stake in Amazon, MacKenzie Scott, formerly MacKenzie Bezos, is the third wealthiest woman in the United States. In this episode, David Lenok is joined by Richard Peck, vice president of New Hampshire Charitable Foundation, and Jonathan Gassman, CEO of Gassman Financial Group. Richard and Jonathan discuss how she goes about charitable giving … Continue reading Ep 58 – MacKenzie Scott: The Future of Giving? →

Duration:00:31:59

Ep 57 – Prince: Planning for Intellectual Property With Matthew Erskine

11/22/2021
From his home and liquid possessions to his image and royalty rights, settling Prince’s estate would have been a complex process, even with a will. But Prince did not have a will, and this led to one of the largest and most complex estate battles in Minnesota and even American history. However, the most mysterious … Continue reading Ep 57 – Prince: Planning for Intellectual Property With Matthew Erskine →

Duration:00:34:46

Ep 56 – Elon Musk’s Charitable Limits With John Pantekidis

11/8/2021
Between his six children and his illiquid assets in Tesla and SpaceX, Elon Musk’s claim to give half of his fortune to charity falls short. Yet only a few small steps would be required to increase his charitable giving and arrange support for his family. In this episode, David Lenok is joined by John Pantekidis … Continue reading Ep 56 – Elon Musk’s Charitable Limits With John Pantekidis →

Duration:00:29:03

Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman

10/25/2021
In 2008, following a very public breakdown, Britney Spears and her estate were placed under a conservatorship managed by her father, Jamie Spears. Now 13 years later, Britney is contesting the conservatorship. In this episode, David Lenok is joined once again by Megan Gorman from Chequers Financial Management. They dive into the legal wrangling of … Continue reading Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman →

Duration:00:31:22

Ep 54 – James Brown: Philanthropy After Death With Robert Strauss

10/11/2021
In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Robert Strauss, shareholder and director of Weinstock Manion, specializing in guiding high net worth families, business owners, and real estate developers through the complex process of estate and wealth transfer planning. Today’s celebrity example is the estate of legendary musician and American icon … Continue reading Ep 54 – James Brown: Philanthropy After Death With Robert Strauss →

Duration:00:30:19

Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson

8/30/2021
Many of us remember Chrisptopher Reeves for his unforgettable performance as the first Superman to appear on the big screen in 1978. But a lot of us forget his later years were spent as a parapelegic after a tragic horse accident. In this episode, David Lenok speaks with Gina Nelson about some of the different … Continue reading Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson →

Duration:00:23:23

Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman

8/9/2021
A trust might make complete sense. But when you add family dynamics to the equation, chaos can ensue. This is exactly what happened when a millionaire decided to remove two of his biological grandchildren from his multi-million dollar trust plan. In this episode, David Lenok is joined by returning guest Megan Gorman, a founding partner … Continue reading Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman →

Duration:00:26:56

Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

6/28/2021
In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world. Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and … Continue reading Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer →

Duration:00:25:56

Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

6/7/2021
In this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money. Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It … Continue reading Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler →

Duration:00:28:59