Monthly Archives: October 2021

Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman



In 2008, following a very public breakdown, Britney Spears and her estate were placed under a conservatorship  managed by her father, Jamie Spears. 

Now 13 years later, Britney is contesting the conservatorship.

In this episode, David Lenok is joined once again by Megan Gorman from Chequers Financial Management. They dive into the legal wrangling of Birtney Spears’ estate and the conservatorship she is under. 

Megan discusses:

  • The difference between a guardianship and a conservatorship
  • Available options before taking the conservatorship route 
  • How the conservatorship impacted Britney’s net worth
  • The power that powers of attorney hold
  • And more

Connect With Megan Gorman:

Connect With David Lenok:

About Our Guest:

Megan is the founding partner of Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco, California. Megan heads the firm’s family office services practice.

As well, Megan is a Senior Contributor for Forbes in personal finance and tax. She is also quoted regularly in the press as a tax and financial planning expert including such publications as The Wall Street Journal and The Washington Post. She blogs at TheWealthIntersection.com, has appeared on numerous podcasts, and is a regular weekly commentator on The Money Tree Podcast.

 


Ep 54 – James Brown: Philanthropy After Death With Robert Strauss



In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Robert Strauss,  shareholder and director of Weinstock Manion, specializing in guiding high net worth families, business owners, and real estate developers through the complex process of estate and wealth transfer planning.

Today’s celebrity example is the estate of legendary musician and American icon James Brown, including the fifteen years it took to settle his relatively simple estate. David and Robert discuss how charitable giving can help you avoid drawn out settlements after your death.

David and Robert discuss:

  • The importance of defining the clients’ wishes for their estate after they pass
  • Charitable giving before vs. after death
  • How family and legal dynamics can change after you are gone
  • How charitable gains are taxed
  • And more

Connect With Robert Strauss:

Connect With David Lenok:

About Our Guest:

As a Partner at Weinstock Manion, I specialize in guiding high-networth families, business owners and real estate developers through the complex process of estate and wealth transfer planning. With an extensive background as a transactional attorney, I am able to effectively advise owners of businesses and real estate regarding business succession plans and pre-liquidity event wealth transfer plans. Further, I bring a creative and customized approach to all estate matters in order to reduce estate taxes, achieve liability and creditor protection and, if desired, incorporate charitable giving and life insurance planning.