Celebrity Estates: Wills of the Rich and Famous

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Celebrity Estates: Wills of the Rich and Famous episodes

February 13, 2023 Celebrity Estates: Succession Planning Lessons From The British Royal Family
The Windsors maintain a rigid estate and succession plan that’s been (in some cases, quite literally) written in stone for hundreds of years. With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? In this episode, David …
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39 min
January 16, 2023 Celebrity Estates: Anne Heche and the Roles of Trustees and Administrators in an Estate
Anne Heche was an actress known for her roles in a variety of genres in film, television and theater, receiving numerous accolades. On her tragic death in August 2022, Heche’s son Homer and her former partner James Tupper fought in court over who would be her estate administrator and guardian of her youngest son Atlas. …
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30 min
December 19, 2022 REPLAY! Celebrity Estates Podcast: Pat Bowlen: Creating An Estate Plan Before Being Forced Out (Ep. 74)
Pat Bowlen was an American lawyer and partial owner of the Denver Broncos, along with his two brothers and sister. He served as the Broncos CEO until July 2014, when he stepped down due to progressive effects of Alzheimer’s disease, and passed away in 2019. His estate plan was unique due to the family trust …
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28 min
November 30, 2022 REPLAY! Celebrity Estates Podcast David Bowie: The Financial Side Of A Music Catalog (Ep. 73)
Named the Greatest Rock Star Ever after his death, David Bowie is a singer, songwriter and actor who left his mark on the world along with a $100 million dollar estate at the time of his death. Recently, his music catalog sold for a reported $250 million, higher than his initial estate value. In this …
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27 min
October 26, 2022 Celebrity Estates: Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations (Ep.72)
The Douglas family started their legendary Hollywood career with Kirk Douglas in 1946, who had been a major box office star. Michael Douglas later surpassed his father’s great fame, receiving numerous accolades. However, Cameron Douglas, Michael’s son, struggled to continue the family’s Hollywood legacy. In this episode, David Lenok speaks with Dr. Jamie Weiner, Co-Founder …
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28 min
September 19, 2022 Celebrity Estates: Whitney Houston and Adding Age Provisions For Young Beneficiaries (Ep. 71)
Whitney Houston, beloved singer and actress, left her entire estate to her 18-year-old only child Bobby Christina Brown. The wealth transfer was divided into three age-based distributions, with the final transfer scheduled at age 30. However, things got complicated when Brown, too, died at 22 before inheriting her mother’s estate. In this episode, David Lenok …
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31 min
August 22, 2022 Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset (Ep.70)
Lead vocalist for Queen, Freddie Mercury kept quiet about his love life up until his death in 1991 due to complications from HIV. Since then, LGTBQ+ rights and recognition have led to a more tolerant society, with financial planning following suit. In this episode, David Lenok is joined by Tim Volk, Founder and Managing Director …
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37 min
July 11, 2022 69. Vince McMahon Sr. and the Evolution Of Generational Values
Vince McMahon Sr. is best known for founding the company that eventually became World Wrestling Entertainment. In a family business, which the WWE very much is, passing down core values can be a struggle as future generations look to create their own paths. In this episode, David Lenok is joined by Kelley Wolfington, Senior Wealth …
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26 min
June 06, 2022 68. Conrad Hilton and Advising First Generation Wealth Creators
Conrad Hilton got his start in hospitality at his family’s general store in the New Mexico Territory. Years later, he established the largest hotel chain in the world, Hilton Hotels. After his death, Conrad left much of his estate to the Conrad Hilton Foundation — until his son decided to contest the will. In this …
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31 min
April 18, 2022 67. Russia And Ukraine: The Benefits Of Alternative Citizenship
The war between Russia and Ukraine is upsetting what many thought to be a well-established world order. The ripples of the conflict are being felt thousands of miles away, as the global economy struggles to recalibrate on the fly. The return of war to Europe reinforces the need for clients to have a backup plan …
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39 min

About Celebrity Estates: Wills of the Rich and Famous

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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…