Dead Celebrity

Dead Celebrity

Welcome to the Dead Celebrities 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.... Show More

Episodes

If you had a client with multiple spouses, would you know how to handle their estate planning?  In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Kim Kamin, principal at Gresham Partners, about the success of Jerry Weintraub’s estate plan. Its success is notable given that this Emmy-Award winning producer, talent manager, and actor … Read more

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Since not all states treat taxes the same, snowbirds who don’t know the rules might experience great heartache when they receive their tax bill.  In this episode, David Lenok, senior editor at WealthManagement.com, speaks with tax attorney Daniel Bernard. Together, they discuss John D. Rockefeller, the legendary American industrialist, philanthropist, and founder of the Standard … Read more

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Art collections can be a difficult asset to comprehend. You need to surround yourself with highly qualified and good-intentioned experts to ensure your legacy lives on. In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Sarah McDaniel, CFA and managing director: head of Wealth Strategies Group and Advance Planning Centers at Morgan Stanley, about … Read more

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Have you created a business that you want to outlast you? Do you know who would take over if something were to happen to you? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Sonya Mughal, COO of Bailard Inc. Together, they explore the estate of Jerry Buss, the legendary owner of the … Continue reading Dead Celebrity – Ep 1... Read more

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Living a secret life can be so utterly complicated. Take it from Liberace. As you’ll soon find out, it is essential for LGBT couples to have a prenup or partnership agreement that can unfold if a relationship ends. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Bruce Hoffmeister, a vice president and … Read more

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You can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone.  In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll soon find out, even … Read more

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The loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were to show signs of cognitive impairment, would you know how to proceed with their estate planning? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Letha McDowell, a shareholder of Hook … Read more

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When celebrities with trusts pass away, we may never learn the full details of their estates. And that’s largely the point. But the benefits of using a trust don’t stop at privacy. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Geoff Madsen, CEO and chairman of Independent Trust Company. They discuss the … Read more

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Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their music? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Jacqueline Bevilaqua, associate at Katsky Korins, about what was done correctly and incorrectly in the estate plan of rapper Adam Yauch ( ⅓ of Beastie Boys). As … Read more

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A massive demographic shift is underway for women with money. As an advisor, are you equipped to help women take control of their finances?  In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Michelle Smith, a Certified Divorce Financial Analyst about women and money. Together, they unpack what advisors can learn from the … Read more

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When you’re creating or updating your estate planning documents, using clear language takes on a whole new level of importance. Your carefully crafted language can ensure that your wishes leave no room for interpretation.   In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Megan Gorman, founding partner of Chequers Financial Management. Together, they … Read more

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Too many times we allow our emotions to get the better of us, leading us to make unfair or judgmental decisions. Will you use your estate plan to punish your heirs? Or will you choose to resolve issues before it’s too late? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Dr. Stanley … Read more

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Have you considered what would happen to your pet if something happened to you? Do you want to ensure that your family friend is taken care of after you’re gone?   This episode will open your mind to the options available to you and your pet. In episode three of Dead Celebrity, by Informa WealthManagement.com, … Read more

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You can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone. In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll soon find out, even … Read more

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Are you that person who thinks, “I don’t need to do that paperwork today. It can wait”?  Do you think it’s unnecessary to plan out your final wishes and make sure your estate plan is in order? In this inaugural episode of Dead Celebrity, by Informa WealthManagement.com, we learn lessons from the life and death … Read more

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