Celebrity Estates: Wills of the Rich and Famous

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Celebrity Estates: Wills of the Rich and Famous episodes

January 21, 2020 Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua
Sponsored By: FS Investments There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins …
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25 min
January 06, 2020 Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin
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 …
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27 min
December 13, 2019 Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard
Sponsored By: FS Investments 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 …
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26 min
December 02, 2019 Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
Sponsored By: FS Investments 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 …
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29 min
November 18, 2019 Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
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 …
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21 min
November 04, 2019 Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
Sponsored By: FS Investments 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, …
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24 min
October 31, 2019 Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
Sponsored by: Nationwide Advisory 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 …
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21 min
October 21, 2019 Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity
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 …
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25 min
October 07, 2019 Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
Sponsored By: FS Investments 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. …
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29 min
September 23, 2019 Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua
Sponsored By: FS Investments 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 …
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29 min

About Celebrity Estates: Wills of the Rich and Famous

From the publisher's feed

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…