Tag: Trust

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 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.