Celebrity Estates: Wills of the Rich and Famous
WealthManagement.ComWelcome 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 w... more
| Publishes | Monthly | Episodes | 116 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntertainment NewsNews | |||
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Latest Episodes
What happens to an inheritance when a beneficiary is accused of killing the person who left it to them?
In this replay episode of Celebrity Estates, revisit Senior Editor David Lenok’s conversation with Sean Weissbart, partner and co-chair of the T... more
What should planners consider when an irrevocable trust no longer fits the family it was designed to serve?
For estate planning professionals advising families with closely held businesses, that question can become especially difficult when benefic... more
Couples often treat prenuptial agreements as something to worry about only if a marriage ends, but many of the most useful decisions happen long before that possibility ever arises.
The process can bring financial expectations, family responsibilit... more
Families often assume everything will work itself out after a major loss, until unanswered questions and outdated decisions start creating confusion.
The hardest part usually isn’t the paperwork itself, it’s the conversations that never happened be... more
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- Awesome content!
The Celebrity Estates podcast is unlike any other podcast currently out there. In each episode, host David Lenin is joined by different subject matter experts who find interesting angles to explore about an extremely niche topic - the estate planning mistakes of deceased celebrities. Each episode offers plenty of insights that are particularly helpful to financial advisors and estate planning professionals.
Apple Podcasts5boombitty
United States4 years ago - The content is nice, the host’s voice is not clear. The speakers speak clearly, not the host.
Wish the host speaks as clear as the guests.
Apple Podcasts1listenercanthearthehostUnited States6 years ago - Fun, unique and info rich
David Lenok uses pop culture references (”Dead Celebrities”) and cool guest experts (think hip lawyers lol) to create a novel and fun way to absorb accurate and dense wealth management and estate planning.
The theme of celebrity estate tragedies and successes framing educational dialogue that can help folks avoid the same paths is really fun too.
I am happy I found this podcast because it helped answer some tricky questions I had about my parents will.
I am thrilled that I found it because... more
Apple Podcasts5bdidhxbsuehxbdUnited States7 years ago - Super creative
Super creative way to showcase how important modern wealth management / estate tax strategies are.
Apple Podcasts5AdamF NYCUnited States7 years ago - Great Topic
Morbid but fun and interesting.
Apple Podcasts5GeeSevonUnited States7 years ago
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A wealth-management focused show that dissects high-profile celebrity estate planning cases through practical, advisor-ready lens. Across episodes, guests emphasize core strategies like trusts, prenuptial and postnuptial agreements, governance, and charity integration, using famous families to illustrate how to avoid probate, reduce taxes, and align family goals with legacy. The format blends case studies with actionable takeaways for financial professionals, showing that disciplined planning, coordination across advisors, and clear family governance can prevent common pitfalls despite public scrutiny and complex assets such as art, IP, and cross-border holdings. A standout aspect is the emphasis on proactive planning, ongoing doc updates, ... more
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1. Kitces and Carl - Real Talk for Real Financial Advisors
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this podcast launched 7 years ago and published 116 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Sean Weissbart
2. Mark Parthemer
3. Paul Karger
4. Brad Repinsky
5. Scott Rahn
6. Jennifer Proper
7. Martin Behn
8. Dr. Jay Zigmont
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