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 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.
Episodes
Mentioned books
Dec 18, 2023 • 28min
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 … Read More Read More
Oct 16, 2023 • 26min
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 … Read More Read More
Jul 24, 2023 • 39min
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 … Read More Read More
Jun 26, 2023 • 0sec
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 … Read More Read More
May 15, 2023 • 32min
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 … Read More Read More
Apr 17, 2023 • 35min
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 … Read More Read More
Mar 13, 2023 • 28min
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 … Read More Read More
Feb 13, 2023 • 38min
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 … Read More Read More
Jan 16, 2023 • 30min
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. … Read More Read More
Dec 19, 2022 • 28min
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 … Read More Read More
