87 episodes

Welcome to the Celebrity Estates: Wills of the Rich and Famous 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.

Celebrity Estates: Wills of the Rich and Famous WealthManagement.Com

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Welcome to the Celebrity Estates: Wills of the Rich and Famous 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.

    Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

    Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

    Even celebrities aren’t free of the pitfalls of poor estate and legacy planning. With their lives and finances often in the spotlight, it can be easy to see where they fall short and how to avoid those same problems if you know where to look. Join David Lenok and his guest, psychologist and economist Eric … Read More Read More

    • 44 min
    Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

    Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

    Len Bias was a star basketball player at the University of Maryland drafted by the Boston Celtics in 1986 and one step away from becoming a pro athlete. Unfortunately, he passed away just two days after being selected but before signing any MBS or sponsorship documents, leaving him and his family just out of reach … Read More Read More

    • 26 min
    Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

    Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

    A close-knit network of family businesses, the NFL earns around $200 billion annually. On top of traditional family business within their individual branches, the NFL navigates those same financial planning connections between extended family members as well. Join David Lenok and his guest Alvina Lo, chief wealth strategist at Wilmington Trust, as they delve into … Read More Read More

    • 38 min
    REPLAY! Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

    REPLAY! Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

    When King Charles III was crowned, he had lived a life full of experiences at the age of 74. His heirs equally have lived their lives and made their own decisions, including his son Harry who has taken up residence in the US. This decision will impact how Harry’s inheritance will be taxed after his … Read More Read More

    • 53 min
    REPLAY! Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth

    REPLAY! Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth

    Uncut Gems star Julia Fox recently went viral for posting a TikTok video showcasing her home, which was modest compared to the extravagant wealth you expect from someone wealthy and famous. Today, many millennials are shifting away from buying luxury homes. In this episode, David Lenok speaks with Kelley Wolfington, Senior Wealth Strategist at SEI … Read More Read More

    • 28 min
    Celebrity Estates: Bob Barker and Leaving a Charitable Legacy

    Celebrity Estates: Bob Barker and Leaving a Charitable Legacy

    Bob Barker is best known as the beloved host of The Price Is Right, the longest-running game show in American television history. Barker sadly passed away in August 2023. The majority of his estate was donated to forty different animal and military charities, which was no surprise, given his life as a vegetarian and an … Read More Read More

    • 25 min

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