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

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 …

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

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 …

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Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson

Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson

Many of us remember Chrisptopher Reeves for his unforgettable performance as the first Superman to appear on the big screen in 1978. But a lot of us forget his later years were spent as a parapelegic after a tragic horse accident.  In this episode, David Lenok speaks with Gina Nelson about some of the different …

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Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman

Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman

A trust might make complete sense. But when you add family dynamics to the equation, chaos can ensue.  This is exactly what happened when a millionaire decided to remove two of his biological grandchildren from his multi-million dollar trust plan.  In this episode, David Lenok is joined by returning guest Megan Gorman, a founding partner …

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Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world. Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and …

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Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

In this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money. Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It …

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Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith

Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith

In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Dan Griffith, senior vice president and director of wealth strategy at Huntington Private Bank. Today’s celebrity example is brought to you by Clare Bronfman. We discuss Clare’s journey into using generational wealth to fund a company with negative ties. We use this infamous …

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Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue

Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Rob Wermuth, senior partner and Kevin Donohue, partner at the Pennsylvania-based firm Legacy Planning about the intricacies of estate planning.  Today’s celebrity estate example is brought to us by Playboy Magazine founder and figurehead Hugh Hefner. Through the use of trusts, prenups and taking …

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Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten

Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten

In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Alex Weingarten, partner at Venable LLP, where he is a commercial trial lawyer who represents clients in all facets of entertainment, probate and business litigation. Today’s celebrity example is Aretha Franklin; we discussed her estate in episode 8 and at that time it …

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Ep 46 – Advising Entertainment Industry Clients

Ep 46 – Advising Entertainment Industry Clients

David Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry. Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those …

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