Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

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, psychologist and economist Eric …

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Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

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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Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

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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REPLAY! Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

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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REPLAY! Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth

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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Celebrity Estates: Bob Barker and Leaving a Charitable Legacy

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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Celebrity Estates: Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson

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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Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

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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Celebrity Estates: Kylie Jenner and Succession Planning for Business Owners

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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