Celebrity Estates: Wills of the Rich and Famous

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. What seems straightforward on paper can quickly involve multiple jurisdictions, reporting requirements, and competing legal systems. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Martin Behn, partner at Lathrop GPM, about the estate planning challenges that arise when individuals hold assets or citizenship in more than one country. Using the recent death of actress Catherine O’Hara as an example, Martin explains how advisors must identify assets globally, determine which country’s laws apply, and account for international tax treaties. David and Martin also explore how factors like residency, citizenship and domicile influence estate taxation and inheritance outcomes. Their conversation highlights why cross-border planning often requires coordination between advisors and attorneys in different jurisdictions to help families transfer wealth effectively. Key takeaways: Why identifying every asset worldwide is the first step in cross-border estate planning How tax treaties determine which country controls estate and gift tax treatment Why advisors may need estate planning documents in multiple jurisdictions The planning risks when countries impose forced heirship rules on estates The difference between citizenship, residency and domicile in tax planning And more! Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Martin Behn: LinkedIn: Martin Behn Website: Lathrop GPM About Our Guest: Martin Behn represents clients in matters concerning estate planning, trust administration, probate, and trust litigation. Martin’s practice primarily focuses on estate planning with a multi-generational focus.  Martin advises clients regarding sophisticated family wealth transfer and tax planning techniques, including Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), sales to intentionally defective grantor trusts, gift trusts with intentionally defective grantor trust provisions, Irrevocable Life Insurance Trusts (ILITs), and Generation-Skipping transfer Trusts (GST / Heritage Trusts). Prior to joining the firm, Martin was with Sinsheimer Juhnke McIvor & Stroh, LLP in San Luis Obispo, California, and Grant & Gordon, LLP in Palo Alto, California.

Life choices that fall outside the traditional script can expose weaknesses in systems built on long-standing assumptions. When marriage, children and default heirs are not part of the picture, planning must adapt or risk unintended consequences. In this episode of Celebrity Estates, Senior Editor David Lenok explores the estate of Coco Chanel alongside Dr. Jay Zigmont, PhD, MBA, CFP, founder and CEO of Childfree Wealth. Their discussion centers on how outdated legal frameworks intersect with modern family structures, why capacity and undue influence claims arise in high-profile estates, and what happens when significant wealth is directed outside bloodlines. Jay outlines how childfree and permanently childless adults face unique estate and long-term care considerations, why powers of attorney and fiduciary appointments are critical, and how a “die with zero” philosophy can reshape retirement and legacy strategies. Join David Lenok and Dr. Jay Zigmont as they unpack the estate planning lessons behind nontraditional family structures and the importance of aligning financial systems with evolving life paths. Key takeaways: Why 25% of U.S. adults identify as childfree or permanently childless How estate law assumptions can create guardianship and inheritance risks Why many professionals suggest evaluating powers of attorney by midlife Why “die with zero” planning challenges traditional AUM models How advisors can adapt systems to better serve nontraditional families Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Jay Zigmont: LinkedIn: Jay Zigmont Website: Childfree Wealth Website: Childfree Trust About Our Guest: Dr. Jay Zigmont is on a mission to help people without kids live their best lives, with the plan and finances to support it. He’s a CERTIFIED FINANCIAL PLANNER and Childfree Wealth Specialist with Childfree Wealth. In short, he’s the go-to expert on navigating the financial road less traveled for people without kids. He’s the author of The Childfree Guide to Life and Money and a cohost of the Childfree Life by Design podcast, where he drops expert knowledge with a dose of humor. Dr. Jay is a frequent contributor to top-tier media outlets, including Forbes, C-Span, TheStreet, and the Wall Street Journal.

Unexpected events can expose gaps in even the most carefully prepared estate plans. When family conflict, legal standards and timing collide, the outcome can reshape how assets move and who ultimately benefits. In this episode of Celebrity Estates, Senior Editor David Lenok examines the estate of Rob Reiner alongside Sean Weissbart, partner and co-chair of the Tax Benefits and Private Client Practice Group at Blank Rome. The conversation focuses on how slayer statutes function, why probate courts rely on civil standards rather than criminal convictions, and how intent and mental state influence inheritance outcomes. Sean explains how being treated as predeceased can redirect assets, how insanity defenses may affect eligibility and why simultaneous death rules and community property laws matter when spouses die close in time.  Join David Lenok and Sean Weissbart as they break down the estate planning lessons behind rare legal scenarios and the importance of thoughtful planning when the unexpected occurs. Key takeaways: How slayer statutes prevent financial benefit after intentional and felonious killing Why civil standards of proof differ from criminal convictions in estate matters How predeceased treatment redirects inheritances to alternate beneficiaries The role of insanity defenses, trusts and fiduciaries in inheritance outcomes Why simultaneous death provisions and planning details can reshape asset flow Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Sean Weissbart: LinkedIn: Sean Weissbart LinkedIn: Blank Rome Website: Blank Rome About Our Guest: As one of the most regarded millennial estate planners in the country, Sean plays an integral role in the lives of his clients, working together to create legacies that are tax efficient and responsive to the unique needs of each family. On Sean’s practice and style, Chambers USA quotes a client saying that “Sean Weissbart is a very creative estate tax lawyer, and he’s always looking to provide a fuller package than just documents. He cares quite a bit about his bedside manner, and it shows.” Another states, “There are three things that stand out about Sean. First is his ability to accommodate clients, second is his passion for the work he does and third is his empathy.” Clients turn to Sean to handle all aspects of estate planning, the administration of trusts and estates, and the representation of beneficiaries and fiduciaries in contested matters in Surrogate’s Court. Sean’s extensive experience includes advising international families on the impact of U.S. tax laws on their wealth. In international estate matters, Sean assists non-citizens with domestic assets navigate the complicated rules surrounding the tax-efficient transfer of their wealth and counsels U.S. citizens facing income tax issues related to their beneficial interest in foreign trusts.   Sean also represents clients on matrimonial matters, including the negotiation of prenuptial and postnuptial agreements and trust modifications following divorce. In addition to his law practice, Sean serves as an adjunct professor of law at New York University School of Law, where he teaches Income Taxation of Trusts and Estates, International Estate Planning, and Tax Aspects of Charitable Giving. He is an author of the law school textbook The Income Taxation of Trusts and Estates, a fellow of The American College of Trust and Estate Counsel, and a regular speaker at the nation’s most prestigious tax conferences. He gives back to the community through many philanthropic endeavors including his service on the board of the Ment’or BKB Foundation and as event chair of the Trusts and Estates Committee of the UJA Federation of New York, having raised millions of dollars to assist those in need.

Legacy is often shaped less by what is given and more by how values are shared across generations. In this episode of Celebrity Estates, wealth manager Philip Richter joins the show to explore philanthropy as a core part of estate planning and family decision-making. The conversation examines The Giving Pledge and how charitable intent, when left informal or unspoken, can lead to confusion, missed opportunities and misalignment among heirs. Philip explains why separating legacy from inheritance helps families focus on purpose rather than dollar amounts. He also shares how donor-advised funds, private foundations and charitable trusts can bring structure to giving while encouraging communication and shared responsibility. Join Senior Editor David Lenok and Philip Richter, president and partner at Hollow Brook Wealth Management, as they break down the estate planning lessons behind philanthropy, generational education and building a legacy that extends beyond assets. Philip discusses: How philanthropy can strengthen family communication while aligning values across generations through shared giving plans Why separating legacy from inheritance helps families focus on purpose, not just asset transfer Common structures for charitable giving, including donor-advised funds, private foundations, and charitable trusts The role advisors play in moderating sensitive family discussions around wealth, values, and responsibility Why early education and transparency prepare heirs to steward both capital and charitable intentions Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Philip Richter: Website: Hollow Brook Wealth Management LinkedIn: Hollow Brook Wealth Management LinkedIn: Philip Richter About Our Guest: Philip Richter is the President and Partner of Hollow Brook Wealth Management where he oversees firm-wide client relations, marketing and business development, and sits on the investment committee. Philip is involved with asset allocation, manager selection, and equity research. Philip previously served on the board of directors of WidePoint Corporation (NYSE: WYY). Currently, Philip sits on the board of the United States Equestrian Team Foundation, the United States Equestrian Federation, Revs Institute, and the Pray Family Foundation. Philip is the Chairman of the Lake Placid Horse Show, and the Treasurer of the Hampton Classic Horse Show. Philip received a BA from Boston College and an MBA from the Stern School of Business at New York University. Philip is a vintage car enthusiast who maintains a collection of modern classics and pre-war motorcycles. He participates in international car shows, hosts the Turtle Invitational (a biennial car show in Bedford, NY), and is a regular contributor to many equine and collector car publications. Philip also competes in equestrian show jumping in the high amateur-owner division.

Money passed down with good intentions can still create conflict, confusion and long-lasting family tension. In this episode of Celebrity Estates, estate planning attorney Don D. Ford III joins the show to examine why more high-net-worth families are choosing to limit inheritances, not out of neglect, but out of concern for the long-term health of their family relationships. The discussion centers on how silence, assumptions and sudden wealth transfers can trigger conflict. Don shares how unequal planning, lack of preparation and delayed conversations frequently lead to disputes between siblings. He also shares real examples showing how family meetings, philanthropy and thoughtful trust structures can reduce confusion and set clearer expectations. Join Senior Editor David Lenok and Don Ford, managing partner at Ford + Bergner, as they unpack the estate planning lessons behind inheritance decisions that are meant to protect families, not divide them. Key takeaways: Why sudden wealth transfers often strain sibling relationships, and how early conversations can reduce resentment How family meetings help define shared values, expectations and long-term intentions around money The difference between equal treatment and fair treatment among children with different abilities Ways philanthropy can unite heirs and create shared purpose beyond personal inheritance Why silence around estate plans often leads to confusion, conflict and costly disputes Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Don Ford: Website: Ford + Bergner LLP LinkedIn: Ford + Bergner LLP LinkedIn: Don D. Ford Email: dford@fordbergner.com  About Our Guest: Don D. Ford is the managing partner of Ford + Bergner, an estate planning and probate law firm with offices in Houston, Dallas, and Austin. His practice focuses on guiding families through complex estate planning, probate administration, and guardianship matters, particularly for high-net-worth households. Board-certified in estate planning and probate law by the Texas Board of Legal Specialization, Don is also trained in mediation and has served on the state guardianship certification board, where he helped shape policy and oversight for professional guardians.

Stories about legacy often reveal more than the moments that made someone known.  In this episode of Celebrity Estates, author and advisor Doug Woodham joins the show to explore how Jean-Michel Basquiat’s unexpected passing set off a chain of estate challenges tied to illiquid assets, sudden value changes and family decisions. Doug explains how the absence of a will, a large collection of artwork and a fast-rising market created valuation hurdles, tax pressure and liquidity strain. He also shares how disputes, incomplete records and shifting asset values shaped the long-term direction of the estate. Join Senior Editor David Lenok and Doug Woodham, managing partner at Art Fiduciary Advisors, as they break down the estate lessons behind one of the most unusual art legacies in recent history. Key takeaways include: Illiquid assets, volatile markets and rapid posthumous value growth Blockage discounts and how large holdings of one artist complicate valuations Family dynamics, estranged parents and unexpected inheritance patterns IRS disputes, liquidity strain and complex tax negotiations How Basquiat’s sisters eventually managed a growing licensing business Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Book: Jean-­Michel Basquiat: The Making of an Icon by Doug Woodham Book: Art Collecting Today: Market Insights for Everyone Passionate about Art by Doug Woodham Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Doug Woodham: Website: Doug Woodham LinkedIn: Art Fiduciary Advisors LinkedIn: Doug Woodham About Our Guest: Doug Woodham is Managing Partner of Art Fiduciary Advisors and the former President of the Americas for Christie’s, the international auction house. Earlier in his career, he was a partner at McKinsey & Company, advising asset management and wealth management firms across the U.S., Europe, and Asia. He holds a Ph.D. in economics from the University of Michigan and is the author of Jean-Michel Basquiat: The Making of an Icon (Thames & Hudson; 2025) and Art Collecting Today: Market Insights for Everyone Passionate About Art (Allworth Press, 2017).

On this episode of the Celebrity Estates podcast, Victoria Gray, founder and principal of Insight Art & Collectibles Advisory, once again joins WealthManagement.com Senior Editor David Lenok to examine the tragic and complex estate of actor Gene Hackman, a case where timing, trust gaps and estranged heirs collided. From an $80 million fortune and a decades-old will to simultaneous death rules and charitable trusts, Victoria unpacks how not regularly updating the estate plan shaped the outcome. Drawing on her years advising fiduciaries and families, she explains why ongoing estate reviews, succession planning and clear documentation are critical to preserving both wealth and intent. Key Takeaways: The impact of failing to update an estate plan for nearly two decades How simultaneous death laws can complicate estate distribution The role of trusts in preventing intestacy and potential family disputes The importance of successor trustees and contingency planning How art, memorabilia and even Oscars factor into estate valuations. Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Celebrity Estates: The Art of Celebrity Auctions with Victoria Gray Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Victoria Gray: Website: Insight Art & Collectibles Advisory LinkedIn: Insight Art & Collectibles Advisory LinkedIn: Victoria Gray About Our Guest: Victoria Gray is one of the art market’s most trusted and accomplished insiders, bringing more than two decades of high-stakes experience to the sale and stewardship of the world’s most coveted tangible assets. As the Founder of Insight Art & Collectibles Advisory, she serves a global clientele navigating the complexities of selling fine art, jewelry, watches, wine, classic cars, and other collectible property, ensuring every transaction is executed flawlessly, strategically, and to maximum advantage. Before launching Insight, Victoria spent over 20 years at Bonhams, one of the world’s oldest and most prestigious auction houses, rising to Deputy Chairman of North America, while starting her career at Sotheby’s, a leading global auction house. During her tenure, she served as Senior Vice President, Managing Director of the Valuations, Trusts & Estates Department, and Head of Office for Bonhams San Francisco. She also built and led Bonhams’ Trusts & Estates presence in New York, forging deep relationships with elite trust & estate attorneys, fiduciaries, wealth managers, and family offices nationwide.

Family drama doesn’t end when the spotlight fades. On this episode of the Celebrity Estates podcast, litigator Michael Napoleone joins Wealthmanagement.com Senior Editor David Lenok to unpack the bitter dispute over actor John Amos’s estate, and what it reveals about aging, trust and family dynamics. From allegations of elder abuse and undue influence to sibling rivalries turned legal battles, Michael shares what really happens when communication and transparency break down. Drawing on years in the courtroom, he explains why longer lifespans, cognitive decline and blended families are fueling a rise in inheritance disputes — and how proactive planning can protect both wealth and relationships. Key Takeaways: Why family disputes over caregiving and inheritance are rising as people live longer and cognitive decline increases How isolation, blended families and uneven caregiving fuel mistrust and legal challenges The difference between exploitation claims (while alive) and undue influence claims (after death) The crucial role of fiduciaries and when a neutral party may prevent emotional and financial fallout Why clear communication about estate intentions can prevent surprise, resentment, and years of litigation Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Michael Napoleone: Day Pitney, LLP LinkedIn: Day Pitney, LLP LinkedIn: Michael Napoleone About Our Guest: Michael Napoleone is a seasoned litigator with a proven track record of success representing businesses, individuals, and fiduciaries in complex, high-stakes disputes. He has litigated a wide array of matters, including theft of trade secrets, corporate shareholder disputes, contested wills and trusts, claims of fiduciary misconduct, land use conflicts, and high-value real estate litigation. His extensive courtroom experience spans jury trials, bench trials, appeals, and alternative dispute resolution forums such as arbitration and mediation. Known for his strategic approach and persuasive advocacy, Michael is regularly called upon to handle cases where the outcome is critical and the legal issues are complex. His clients rely on him not only for his legal acumen but also for his ability to navigate sensitive, high-conflict situations with clarity and confidence. In addition to his legal practice, Michael has held many leadership roles within the legal profession and local government. He is a past president of the Palm Beach County Bar Association and served on the Executive Board of the Palm Beach County Early Learning Coalition. He currently serves as the elected Mayor of the Village of Wellington, Second Vice President of the Palm Beach County League of Cities, and on the Executive Board of the Palm Beach County Transportation Planning Agency – positions that reflect his dedication to public service and his deep understanding of governmental and regulatory systems. Michael’s dual background as a skilled courtroom advocate and respected civic leader makes him a trusted advisor in both legal and policy arenas.

Life changes, and your estate plan should change with it. Attorney Matthew Erskine joins the Celebrity Estates podcast to explain why estate planning is never a “set it and forget it” process, but a lifelong practice that evolves alongside major milestones. Matthew walks through key life events from marriage and divorce to relocation and retirement and shares how each can reshape a client’s estate strategy. Drawing from years of experience, he highlights how small updates, communication and awareness of changes in the law can prevent major family disputes. Join Senior Editor David Lenok and Matthew Erskine, ower of The Erksine Company, as they discuss how to keep estate plans living, relevant and aligned with every stage of life. David and Matthew discuss: Why every major life event, from marriage to relocation, should trigger a review of your estate plan The importance of communication between family members to avoid future conflicts How to handle estate planning for beneficiaries facing personal challenges The impact of tax and law changes on existing estate documents Why advisors should treat estate plans as “living documents” and revisit them annually Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Estate Plan Update Checklist by Matthew Erskine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Matthew Erskine: Erskine & Erskine LinkedIn: The Erskine Company LinkedIn: Matthew Erskine About Our Guest: Matthew F. Erskine is an approachable, empathic estate and succession planning attorney who creatively and holistically solves families’ unique asset and estate needs. He is the fourth generation of lawyers known for integrity and personal service. Matt concentrates on providing legal and fiduciary services for families with basic estates as well as real estate, unique assets, or a family business. Unlike most trust and estate attorneys, Matt’s focus is on ensuring financial security while preserving the ownership of unique but often illiquid assets for the client and family.

Giorgio Armani left behind more than fashion when he passed away at 91. His $12 billion empire, absence of direct heirs and a carefully crafted foundation raise essential estate planning lessons that extend beyond celebrity headlines. Kevin Ghassomian, partner at Venable LLP, explains how Armani separated wealth from control, empowered trusted collaborators, and institutionalized his brand to ensure continuity. He emphasizes the importance of early planning, communication and mission-driven structures in preserving wealth and vision. Join WealthManagement.com Senior Editor David Lenok and Kevin for a compelling discussion on the lasting lessons Armani’s estate provides for families, advisors and business owners alike. Key takeaways: Armani’s early planning, which began in 2016, allowed for a structured succession strategy The separation of personal assets from business assets to protect brand identity The creation of a foundation to act as the steward of Armani’s legacy, ensuring mission-driven continuity The benefits and challenges of planning without a spouse or children, highlighting freedom vs. overwhelm Practical lessons business owners of all sizes can apply, such as buy-sell agreements, trusts and meaningful communication. Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Kevin Ghassomian: Website: Venable LLP LinkedIn: Venable LLP LinkedIn: Kevin Ghassomian About Our Guest: Kevin Ghassomian focuses his practice on the personal legal needs of business owners, corporate executives, high-net-worth individuals, and their families. Kevin’s representation covers all aspects of domestic and international estate planning, with an emphasis on tax minimization, asset protection, business succession, and philanthropy. Kevin also counsels individual and corporate fiduciaries on the administration of trusts and estates, including the preparation of gift and estate tax returns and defense of positions taken on those returns. Kevin previously worked in the New York City headquarters of a global investment company, where he counseled a multinational client base on complex wealth management matters, including foreign and domestic trust planning and related asset allocation strategies. Kevin leverages this background to collaborate with tax, investment, and insurance advisors, ensuring that their work is effectively integrated into the planning process. In addition to his law practice, Kevin is a frequent speaker, a published author, and a former professor of law, concentrating his scholarship on estate planning, taxation, and various wealth management topics. He also devotes time to numerous civic and charitable causes, maintaining leadership positions on several nonprofit boards.

Ozzy Osbourne left behind more than music when he passed away at 76. His $250 million fortune, blended family and valuable music royalties raise pressing estate planning questions that extend far beyond celebrity headlines. Tasha Dickinson, partner at Day Pitney LLP, shares how advisors can address family conflict, use independent fiduciaries and manage complex assets like royalties. She highlights the crucial role of communication and expectation-setting in preventing disputes. Join WealthManagement.com Senior Editor David Lenok and Tasha for a compelling conversation on the lessons Ozzy’s estate offers for families and advisors alike. Tasha discusses: The unique estate challenges faced by blended families and strategies to reduce conflict The importance of appointing an independent fiduciary rather than family members to administer estates How communication and expectation-setting can prevent litigation The complications of managing royalties, intellectual property and other nontraditional assets Why advisors should work as a unified team with attorneys and CPAs early in the planning process And more! Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Tasha Dickinson: Website: Day Pitney LLP LinkedIn: Day Pitney LLP LinkedIn: Tasha Dickinson About Our Guest: Tasha Dickinson, a Florida Bar Board Certified Wills, Trusts and Estates Lawyer, exclusively represents individuals and families in sophisticated estate planning and estate/trust administration. She has extensive experience with complex wealth preservation strategies, business succession planning, and charitable planning. She represents fiduciaries in complicated estate and trust administration matters. Tasha has developed a niche working with family offices and has written and lectured extensively on residency planning.

When wrestling legend Hulk Hogan passed away, he left behind more than a fortune; he left a tangled family web. In this episode, David Lenok talks with Lawrence D. Mandelker, Partner at Venable LLP, to discuss the estate challenges surrounding Hogan’s $25 million legacy.  Together, they explore how blended families, strained relationships, and renounced inheritances highlight the planning pitfalls that advisors see every day. From fairness vs. equality to the tools that can prevent disputes, this episode offers lessons advisors can apply directly with their clients. Key Points: Hulk Hogan’s life, fortune, controversies, and blended family structure Estate planning challenges with multiple marriages, stepchildren, and strained relationships How advisors can help clients balance fairness vs. equality among heirs Discusses tools like trusts, disclaimers, and no-contest clauses to prevent family disputes Why proactive conversations and lifetime gifts can reduce surprises and conflicts later And more! Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Lawrence D. Mandelker: Venable LLP LinkedIn: Venable LLP LinkedIn: Lawrence D. Mandelker ldmandelker@Venable.com  About Our Guest: Larry Mandelker helps high-net-worth individuals with estate planning by counseling on mutigenerational transfers of assets and business succession planning. Through the use of wills, trusts, and other estate planning instruments, Larry works with his clients to creatively design estate plans that address their unique needs and plan for future contingencies, while also focusing on asset preservation, premarital planning, and estate, gift, and income tax minimization goals. His clients include individuals in many industries, including corporate executives and founders, owners of closely held businesses, real estate owners and developers, financial principals, technopreneurs, entertainers, athletes, and publishers.

In this episode of Celebrity Estates, host David Lenok welcomes Ian Freeman, founder of The Freeman Group and a Northwestern Mutual Wealth Management Advisor, for a conversation inspired by the estate of legendary boxer and entrepreneur George Foreman.  From naming all five of his sons “George Edward Foreman” to building a $300 million fortune, David and Ian explore how identity, family dynamics and unspoken expectations shape legacy. Ian offers practical insight into the emotional side of wealth transfer and how advisors can foster deeper, more meaningful planning conversations. Ian discusses: George Foreman’s estate strategy and the symbolic power of naming all his sons after himself The emotional and psychological layers of wealth transfer, especially in multi-generational families The importance of flexibility and open dialogue in estate and legacy planning Common communication gaps and how silence can fracture family trust How philanthropic goals can engage future generations and reflect authentic values Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine SS&C Black Diamond Trust Services Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Ian Freeman: Website: The Freeman Group – Northwestern Mutual LinkedIn: Northwestern Mutual LinkedIn: Ian Freeman Email: ian.freeman@nm.com  About Our Guest: Ian Freeman is a nationally and internationally recognized financial representative with a career rooted in purpose, resilience, and service. A graduate of Wesleyan University, where he studied government, history, economics, and philosophy, Ian began his professional journey in banking and investment banking before launching his insurance career in 1987, with just a $5,000 loan, heavy debt, and a leap of faith. Since then, he has helped enrich the lives of more than 4,500 individuals, families, and businesses by writing over $2 billion in death benefits. Ian ranks among the top 40 in career production at Northwestern Mutual and is one of only two representatives in the company’s history to qualify for both the Northwestern Mutual Forum and Lives Leader Summit every single year since their inception. A Life Member of the Million Dollar Round Table and past president of the Northwestern Mutual Financial Representatives Association, Ian has served on numerous committees and continues to mentor more than 1,000 financial professionals, with a longstanding commitment to multicultural engagement. Holding CLU®, ChFC®, CASL®, and AEP® designations, Ian is known for blending deep industry knowledge with authentic client relationships. His practice was honored in the 2005 Northwestern Mutual Annual Report, a recognition he attributes not just to accomplishments, but to character. A passionate speaker and educator, Ian travels the country sharing insights on insurance fundamentals and the true impact of financial guidance. Outside of work, Ian enjoys golfing, reading, playing guitar, staying active, and spending time with his beloved Golden Retrievers. For Ian, being a traditional representative isn’t about doing things the old way; it’s about doing them the right way, with heart.

In this episode of Celebrity Estates, host David Lenok welcomes Oliver Pursche, senior vice president at Wealthspire Advisors, for a deep dive into the estate complexities surrounding Leonard Lauder’s famed art collection. From cubist masterpieces to staggering valuations, they explore how collectibles impact balance sheets, spark family conflict and raise nuanced estate planning questions. Here’s what to expect from this episode: The emotional psychology behind collecting and why it matters to advisors How valuation types (fair market vs. insurance vs. resale) shape tax and succession planning What advisors must know about collaborating with clients’ outside experts Strategies to handle heirs with unequal interest in inherited collections And more! Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Oliver Pursche: Wealthspire Advisors LinkedIn: Wealthspire Advisors LinkedIn: Oliver Pursche, CEPA, AAMS (800) 994-3766 About Our Guest: Oliver serves as an advisor based in the firm’s Westport, Conn. and New York offices and is an Accredited Asset Management Specialist (AAMS®). He joined the team with over 25 years in financial services, having worked with independent RIAs, regional Broker Dealers, banks and bank trust departments, and family and multi-family offices. Before coming to Wealthspire, he worked at Bruderman Asset Management, where he served most recently as the interim Chief Market Strategist and Vice Chairman of the Board, and previously as Chief Executive Officer. While concluding his tenure at Bruderman, he simultaneously served as Chief Investment Officer and Chief Market Strategist at EsteV LLC. He has also held leadership positions at Gary Goldberg Financial Services, Trust Company of America, and Neuberger Berman. Oliver is an experienced global macro market strategist with significant media and corporate communications experience, as well as a published author. Active in the industry and his community, he served on the Cherie Blair Foundation for Women Entrepreneurs Advisory Board, Westport Arts Center Board, and Harvard Business Review Advisory Board, among others. Originally from Germany, Oliver has resided in Fairfield, CT since 1984 and likes to stay active by playing tennis, scuba diving, and participating in competitive trap and skeet shooting in his free time.

Victoria Gray, deputy chairman of Bonhams North America, has spent decades curating and managing some of the most iconic celebrity estate auctions. From U.S. Sen. Dianne Feinstein’s six homes to Supreme Court Justice Ruth Bader Ginsburg’s salt and pepper shakers, she reveals how intimate artifacts transform into coveted treasures worth thousands. With a blend of art, emotion, and strategy, Victoria shares how storytelling and authenticity drive the value of these items, offering a rare glimpse into the private lives of public figures and the meticulous process of estate auctions. Join WealthManagement.com Senior Editor David Lenok and Victoria for a fascinating discussion on the intersection of celebrity, legacy and financial planning. Victoria shares insights into: The importance of in-situ photography for authenticity and buyer confidence How generational and first-time bidders are reshaping the auction landscape Strategies for appraising estate items for tax filings and sale timing Lessons advisors can learn from celebrity estate planning challenges Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Victoria Gray: Bonhams LinkedIn: Bonhams LinkedIn: Victoria Gray Email: Victoria.Gray@bonhams.com  About Our Guest: Victoria R. Gray is a Bonhams Vice President and Director of the Valuations, Trusts & Estates Department as well as Head of Office for Bonhams San Francisco. Since joining Bonhams San Francisco in 2003, she has taken on the responsibilities of managing and developing relationships and mutual business opportunities with trust & estate attorneys, trust officers, wealth managers, certified public accountants, and other fiduciary and professional advisors throughout the United States. Victoria assists clients in a variety of areas utilising Bonhams’ services, including appraisals, auctions, and private treaty sales. In 2007 and 2008, Victoria worked frequently in the Bonhams Hong Kong office, helping drive forward the company’s expansion in the Asian market, including holding the first wine auction in Hong Kong in 2007. In 2008, Victoria was relocated to the Bonhams New York office, where she was tasked with building and expanding the Trusts & Estates Department for the US East Coast. After 5 years as Director and Head of Trusts & Estates in the New York Office, Victoria relocated back to the San Francisco office in 2012, where she has been running the Trusts & Estates group in San Francisco ever since. In addition to being Vice President of Trusts & Estates, Victoria is Head of Office for San Francisco and manages business development opportunities. In addition to her Trusts & Estates responsibilities, Victoria has also served as one of Bonham’s lead auctioneers since 2014, selling auctions ranging from wine, guns, jewellery, Asian works of Art, and Fine Art. In addition to Bonhams auctions, Victoria also serves as a charity auctioneer. Victoria holds a BA in Art History from Bucknell University, and prior to joining Bonhams in San Francisco, Victoria worked at Sotheby’s auction house in New York. Victoria gives frequent lectures and presentations on the art market and appraisals and has recently presented to the Peninsula Estate Planning Council, ACTEC California Fellows annual meeting, and ArtTable Seattle.

Leon Spinks shocked the world in 1978 when, in just his eighth professional fight, he defeated Muhammad Ali to become the undisputed heavyweight champion, a victory still regarded as one of boxing’s greatest upsets. Yet, despite his early success and multimillion-dollar earnings, financial missteps and the long-term effects of brain injuries would take a heavy toll. At his lowest point, Spinks worked as a janitor and fast-food worker in Nebraska. But with the unwavering support of his wife Brenda, he eventually found peace and stability in Las Vegas, where he remained a cherished figure in the boxing community until his death from prostate cancer at age 67. Join WealthManagement.com Senior Editor David Lenok as he sits down with advisor and author George Stefanou for an insightful conversation on the unique estate planning challenges faced by first-generation millionaires. Together, they explore the emotional complexities and generational tensions that arise when “old country” values meet modern American dreams—and how advisors can help families navigate the delicate balance between legacy, lifestyle, and long-term stewardship. George shares insights into: Challenges faced by first-generation millionaires The emotional side of estate planning and the importance of family conversations How heirs can avoid a ‘windfall mentality’  Strategies for fostering family cohesion and legacy The expanded role of advisors, including the need for increased financial literacy And more Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Two-Comma Wealth by George Stefanou, CFP®, CPWA®, CEPA® Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With George Stefanou: Two-Comma Wealth Edward Jones: George Stefanou LinkedIn: George Stefanou Facebook: George Stefanou About Our Guest: George is a first-generation Greek-American and a 2023 & 2024 Forbes Best-in-State Top Next-Gen Wealth Advisor, serving as the financial guru behind “Two-Comma Wealth.” As a University of Central Florida alumnus and avid football fan, George brings a unique perspective to the world of personal finance. Alongside his roles as a devoted husband to Kristin and father to Ella and Aubrey, George is a CERTIFIED FINANCIAL PLANNER professional who also holds the following advanced credentials: Certified Exit Planning Advisor (CEPA®), Certified Private Wealth Advisor® (CPWA®), Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Plans Specialist℠ (CRPS®) and Chartered Retirement Planning Counselor℠ (CRPC®). Drawing on over 15 years of experience and thousands of diverse client interactions, George has developed a talent for humanizing finance, helping clients navigate the complexities of wealth management while empowering both investors and advisors.

When Bob Marley passed away in 1981, he left behind a musical legacy, but no estate plan. Due to his religious beliefs, Marley didn’t create a will, and what followed was a legal firestorm: forged documents, disputed signatures and a tangled web of allegations involving his wife, attorney and accountant. In this episode, David Lenok is joined by Noah Rosenfarb, CPA, founder of Wealthrive, to explore what happens when traditional estate planning tools, like wills, are off the table. Noah discusses: The vital differences between wills and trusts  Strategies like the Spousal Lifetime Access Trust  Navigating estate versus revocable trusts  The misunderstood role of communication in wealth preservation Overcoming familial challenges in estate planning  And more Resources: Listen to the latest episodes of Celebrity Estates Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Noah Rosenfarb: connect@wealthrive.com Talkabouttax.com  LinkedIn: Noah Rosenfarb, CPA LinkedIn: Wealthrive Inc. (855) 540-0400 About Our Guest: Noah Rosenfarb is a third-generation CPA who learned early in life that becoming tax-efficient could accelerate the journey toward achieving financial goals. After attaining financial independence and stepping away from operating businesses, Noah began sharing his expertise with members of EO and YPO. The response was immediate—people started asking him for help. Determined not to return to a traditional job, Noah assembled a team of accountants, lawyers, and financial planners. He personally trained them in the strategies he used to become Rich Beyond Money. One of his proudest accomplishments is knowing that entrepreneurs working with his team achieve better results than he could have delivered alone. Noah openly shares the tools, resources, and strategies that created his own version of true freedom. With a track record that includes selling eight companies, taking one public, and completing more than 50 real estate investments valued near $1 billion, he brings more than technical expertise—he brings lived experience. He serves high-performing families who seek to balance qualitative life goals with quantitative financial strategies. Based in Parkland, Florida, Noah lives with his wife, Amanda, and their two children. A passionate traveler, he’s visited over 70 countries across five continents.

After four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer’s alone before passing away one week later. Join WealthManagement.com Senior Editor David Lenok, and Jackie Bevilaqua a partner at Warshaw Burstein, as they delve into the tragic and unexpected circumstances of Hackman’s final days, exploring pressing questions about elder care, cognitive decline and how to safeguard clients against unforeseen complications. They discuss: Challenges in estate planning for cognitively impaired clients  The importance of ongoing revision and understanding of estate plans  How societal shifts impact elder care and estate planning The significance of community support systems in elder law Legal nuances of simultaneous deaths and the implications for estates Resources: Listen to the latest episodes of Celebrity Estates Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Jacqueline Bevilaqua: LinkedIn: Jacqueline Bevilaqua Warshaw Burstein About Our Guest: Mrs. Bevilaqua has focused her practice on trusts and estates law since 2013. She has a strong background in estate planning and estate and trust administration for a diverse clientele, particularly complex issues of gift, estate and trust taxation. She also has significant experience in international estate planning, foreign account tax act compliance, and pre-immigration tax planning. In addition, Ms. Bevilaqua is well-versed in counseling nonprofit corporations on regulatory, governance and federal and state tax compliance matters.

With Donald Trump appearing at his recent inauguration flanked by tech billionaires, the connection between presidents and the almighty dollar is more apparent than ever. However, Trump is not the only president with an interesting relationship with money. In this episode of the Celebrity Estates podcast, host David Lenok welcomes back Megan Gorman, a wealth and tax planning expert and founding partner at Chequers Financial Management, to discuss her new book, All the President’s Money: How the Men Who Governed America Governed Their Money. Listen as they delve into U.S. presidents’ financial decisions and estate planning strategies, uncovering common challenges such as procrastination and poor communication with heirs. Through historical examples, Megan and David emphasize the importance of clear estate planning, communication with heirs and considering the legacy one’s financial decisions leave behind. The discussion underscores how estate planning lessons from historical figures can be applied to modern financial planning, making it a compelling episode for advisors and individuals alike. Key insights include: Insights into Harry Truman’s “letter of wishes”  The surprising financial savvy of Warren G. Harding How George Washington’s estate plan unintentionally endangered Martha Abraham Lincoln’s lack of an estate plan despite his legal background And more Resources: Listen to the latest episodes of Celebrity Estates Trust and Estates Magazine Celebrity Estates Podcast: Britney Spears’ Conservatorship Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Megan Gorman: LinkedIn: Megan Gorman  LinkedIn: Chequers Financial Management Chequers Financial Management 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.

Jim Thorpe, revered as one of the greatest athletes in American history, exemplifies how personal wishes and legal rights can conflict posthumously. Thorpe’s estranged third wife, Patricia, moved his remains to a town in Pennsylvania, which now bears his name, in a bid to create a tourist attraction, a decision contested by his sons under the Native American Graves Protection and Repatriation Act of 1990. David Lenok speaks with Alma Soongi Beck and Professor Jo Carillo about the multifaceted legal landscape surrounding estates involving Native Americans, focusing on Jim Thorpe’s controversial burial. They explore the nuanced issues of land rights, the Native American Graves Protection and Repatriation Act, and the increasing interest in land back movements. David, Alma, and Jo discuss: The legal battles surrounding Jim Thorpe’s burial controversy and what it symbolizes for Indigenous rights;  The impact and significance of the land back movement on traditional land ownership;  Common pitfalls encountered in estate planning involving Indigenous lands;  Recent trends in charitable giving and how they support Indigenous communities; How tax laws affect charitable giving to Indigenous organizations; Resources: Listen to the latest episodes of Celebrity Estates Trust and Estates Magazine Native Land Digital Sogorea Te’ Land Trust Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Alma Soongi Beck: LinkedIn: Alma Soongi Beck Lathrop GPM Connect With Professor Jo Carillo: UC Law San Francisco: Jo Carrillo About Our Guests: Alma Soongi Beck is certified as a specialist in estate planning, trust, and probate law by the State Board of Legal Specialization. Alma’s practice focuses on trusts, charitable planning, gift and estate tax planning, and post-death administration including trust administration and probate. She also offers consultations and seminars on the legal and tax implications of domestic partnership, marriage, and property co-ownership for same-sex and unmarried couples, as well as on the evolution of parentage and gender in estate planning. Alma also advises and presents Land Back to Indigenous Tribes for titleholders, Tribes, and Indigenous nonprofit organizations. Jo Carrillo JD/JSD is a Professor of Law and Faculty Director of the Indigenous Law Center (ILC) at UC Law San Francisco (formerly UC Hastings). For over three decades, Carrillo has taught and written extensively in property and property-related subjects, including Federal Indian Law. Carrillo earned her BA from Stanford University, her JD from the University of New Mexico, and her JSD from Stanford Law School. She is a member of the Order of the Coif, the American Law Institute, and a former Trustee of the Law & Society Association; she was a Visiting Scholar at The Center for the Study of Law & Society at UC Berkeley Law, and a Visiting Professor at Stanford Law School. As Faculty Director of the UC Law Indigenous Law Center, in addition to other responsibilities, Carrillo facilitates a seminar series called Law & Seminars.