Celebrity Estates: Wills of the Rich and Famous

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Celebrity Estates: Wills of the Rich and Famous episodes

April 29, 2024 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 …
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27 min
March 25, 2024 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 …
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39 min
February 26, 2024 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 …
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54 min
December 18, 2023 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 …
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29 min
October 16, 2023 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 …
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26 min
July 24, 2023 Celebrity Estates: Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson
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 …
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40 min
June 26, 2023 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 …
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55 min
May 15, 2023 Celebrity Estates: Kylie Jenner and Succession Planning for Business Owners
Kylie Jenner has been an influential figure since 2010 as a model, business owner and social media personality. The majority of her wealth comes from the sale of 51% of her cosmetics company for an estimated $600 million. In this episode, David Lenok speaks with Brad Franc, Director of Business Law at Houston Harbaugh and …
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33 min
April 17, 2023 Celebrity Estates: Lisa Marie Presley and Estate Litigation
Lisa Marie Presley was only 9 years old when her father, Elvis Presley, died and she gained control of his whole estate at the age of 25. When she passed in 2023, her mother, Pricilla Presley, challenged the legitimacy of Lisa Marie’s daughters being named trustees of the trust containing the assets in Lisa Marie’s …
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36 min
March 13, 2023 Celebrity Estates: Julia Fox and Why Millennials Focus Less on Material Wealth
Summary: 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 …
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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…