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Celebrity Estates: Wills of the Rich and Famous

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 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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Last Episode Date: 20 May 2024

Total Episodes: 87

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20 May 2024
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...

44 min
29 April 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, leav...

26 min
25 March 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 Leno...

38 min
26 February 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 inheritan...

53 min
18 December 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, ...

28 min
16 October 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 su...

25 min
24 July 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 wit...

39 min
26 June 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 inheritan...

15 May 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, ...

32 min
17 April 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 ...

35 min
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