Celebrity Estates
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.
Episodes
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 in place to protect their families and their assets. Exploring alternative citizenship is a powerful, and often underexplo...
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 by Megan Gorman, founding partner of Chequers Financial Management, to discuss holog...
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 episode, David Lenok is joined by Stacie Jacobson, director of the wealth strategies group at AllianceBernstein, diving into the com...
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 in place, with the three trustees taking over in 2014 with the sole purpose of determining the next owner of the team.
In this...
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 Peter Neumann, CEO and Steve Linden, CIO of Chrome Strategies, to discuss the planning that accompanies such a large...
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 in mind, his distribution of his assets after death dealt with a multitude of clauses and ...
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 many directions, Earl Simmons, better known as rapper DMX, died in April 2021. He left behind...
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, the legendary Audrey Hepburn. When Audrey pas...
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 estate documentation was a will drafted by his...
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 through a personal, philosophical and operational standpoint. They reveal tools an...
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