Celebrity Estates: Wills of the Rich and Famous

Nov 25 2024 90 ep. 29 mins 62
Celebrity Estates: Wills of the Rich and Famous Podcast artwork

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.

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Celebrity Estates: John Amos and Warning Signs of Elder Abuse in Estate Planning

Nov 25 2024 24 mins  
John Amos, an actor who starred in such television shows as Good Times, The Mary Tyler Moore Show and The West Wing, is believed to have died from congestive heart failure, but his only daughter Shannon has doubts. She has accused her brother of elder abuse, including isolating Amos from others, impersonating him in communications … Read More Read More

Celebrity Estates: Shannen Doherty and The Importance of Timely Planning

Oct 07 2024 25 mins  
Shannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her passing on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring her assets would be passed to her chosen beneficiaries. In this episode, David Lenok and guest Shawn Goheen stress the … Read More Read More

Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning

Jul 22 2024 26 mins  
Simon Cowell, reality star and record producer, has an estimated net value worth of $600 million. How much of that will be left for his son? According to him, nothing. Listen in as host David Lenok is joined by Thomas Kopelman, head of community at Estate Planning platform wealth.com and co-founder of All Street Wealth. … Read More Read More

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

May 20 2024 44 mins  
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

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

Apr 29 2024 26 mins  
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

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

Mar 25 2024 38 mins  
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

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

Feb 26 2024 53 mins  
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

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

Dec 18 2023 28 mins  
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

Celebrity Estates: Bob Barker and Leaving a Charitable Legacy

Oct 16 2023 25 mins  
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

Celebrity Estates: Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson

Jul 24 2023 39 mins  
The entertainment industry is a world of buying, selling and competing for the right to use certain intellectual property and work in specific places. Managing the money, and more importantly, the tax implications requires a deft hand. In this episode, David Lenok speaks with Charles Lubar, retired Senior Counsel from McDermott Will & Emery, about … Read More Read More