Celebrity Estates

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

April 26, 2021 26 min
In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Rob Wermuth, senior partner and Kevin Donohue, partner at the Pennsylvania-based firm Legacy Planning about the intricacies of estate planning.  Today’s celebrity estate example is brought to us by Playboy Magazine founder and figurehead Hugh Hefner. Through the use of trusts, prenups and taking … Continue reading Ep 48 – Hugh Hefner: Plan it and Commu...
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In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Alex Weingarten, partner at Venable LLP, where he is a commercial trial lawyer who represents clients in all facets of entertainment, probate and business litigation. Today’s celebrity example is Aretha Franklin; we discussed her estate in episode 8 and at that time it … Continue reading Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– W...
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David Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry. Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those … Continue reading Ep 46 – Advising Entertainment Industry Clients →
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In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about the issues surrounding the celebrity estate of none other than legendary talk show host Larry King.  There was an estate plan, multiple children from multiple marriages, a holographic will written after filing for divorce, and … Continue reading Ep 45 – Larry King: Get Your Financial H...
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Today, David Lenok, senior editor at WealthManagement.com, is joined by Damien Martin, tax partner at BKD CPAs and Advisors. This episode focuses on the father of rock ‘n roll, Chuck Berry, the legendary musician who worked up into his 80’s, amassing a sizable estate upon his death in 2017 at the age of 90, despite … Continue reading Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin →
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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 … Continue reading Ep 43 – Audrey Hepburn: When Secr...
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In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Christopher Melcher, partner at Walzer Melcher LLP where they focus on complex family law litigation and premarital agreements of high net worth individuals. Today’s celebrity example is Jack Cassidy; an American actor and singer known for his works in theatre, tv and film.  … Continue reading Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –...
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In this episode, 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 … Continue reading Ep 41 – Philip Seymour Hoffm...
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In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Brian Weiner, Founder and Managing Partner of Audent Family Wealth Advisors. As managing partner, Brian leads the family offices service program, CIO Platform and next generation education program. This episode focuses on world famous singer/songwriter, dancer, and the king of pop himself Michael Jackson. … Continue reading Ep 40 – Michael Jackson: Cre...
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Today, David Lenok, senior editor at WealthManagement.com, is joined by Amanda Koplin, LPC, a mental health entrepreneur who is the founder and CEO of Koplin Consulting. This episode focuses on legendary comedic actor Robin Williams’ tragic suicide and the shocking, unspoken truth about male suicide statistics. Notably, the victims –– namely middle-aged white men –– … Continue reading Ep 39 – Robin Williams: How To Spot the Warning...
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In this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America.  Thinking he was … Continue reading Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– Wit...
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In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management.  The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the … Continue reading Ep 37 – Ric Ocasek & Paulina Porizkova: What To...
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In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Vivian Lee Thoreen of Holland & Knight.   The celebrity example in this episode is Richard Pryor, an American actor, writer, and one of the most influential standup comedians of all time. Richard was married five times and fathered seven children from six … Continue reading Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With V...
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In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at Katzy Korins.   The celebrity example in this episode is actor Chadwick Boseman, who was best known for portraying heroes, specifically Black heroes, in films, such as “42,” “Get On Up,” “Marshall,” and, of … Continue reading Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clie...
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In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perry’s estate and funeral plan.   American actor and teen idol, Luke Perry, was best known as “bad boy” Dylan Mckay on the TV series Beverly Hills, 90210. When … Continue reading Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit →
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When you realize your client is living beyond their means and creating nothing but headaches for the executor of their estate, how can you help? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Mark Brandenburg, an attorney who focuses on estate planning, estate administration, and probate law.   The celebrity example of today’s … Continue reading Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not H...
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Are your clients charitably inclined, but also want to provide for their heirs? There may be a way to do both, while saving on taxes.  In this episode, David Lenok, senior editor at WealthManagement.com, talks to Carl Fiore, a managing director in the Andersen U.S. National Tax office, about how wealthy people are saving their … Continue reading Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes...
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You work hard for your money, so don’t let the government take it all when you die.  This is exactly what happened to one of the most significant cultural icons of the 20th century, Elvis Presley. In this episode, David Lenok speaks with Paige Goepfert of Andersen Global to explore the financial mishaps of the … Continue reading Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert →
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Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is … Continue reading Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top P...
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Are your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first.  In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Limited, about investing in wine. This topic is inspired by golf … Continue reading Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One →
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