Celebrity Estates: Wills of the Rich and Famous
Business:Investing
When King Charles III was crowned, he had lived a life full of experiences at the age of 74. His heirs equally have lived their lives and made their own decisions, including his son Harry who has taken up residence in the US.
This decision will impact how Harry’s inheritance will be taxed after his father passes.
In this episode, David Lenok is joined by David Lesperance, of Lesperance and Associates, and Melvin Warshaw, a tax and private client lawyer, in exploring how estate plans work when there are international heirs involved.
Lesperance and Warshaw discuss:
Resources:
Connect With David Lesperance:
Connect with Melvin Warshaw:
Connect With David Lenok:
About Our Guests:
David Lesperance is one of the world’s leading international tax and immigration advisors. A published author in the field, David’s personal interest in these areas of law grew from his experience working as Canadian immigration and customs officer while studying law. Since being called to the bar in 1990, he has established his expertise with major law firms, his own law firm and as a private consultant. David has successfully advised scores of high and ultra high net-worth individuals and their families, many of whom continue to seek his counsel today. In addition he has provided pro bono advice to many governments on how to improve their Citizenship by Investment, Residence by Investment or “Golden Visa” type programs to better meet the needs of his global clients. David is supported by a team of professionals, some of whom have worked with him since the early 1990s.
Melvin Warshaw currently represents U. S. and non-U. S. high net worth individuals, families and companies on a wide range of personal and business tax matters, especially in connection with cross-border income and estate tax planning and compliance in the U. S. He is admitted to practice in the Commonwealth of Massachusetts in the U.S.
67. Russia And Ukraine: The Benefits Of Alternative Citizenship
66. Michael Nesmith, The Monkees and The Legality Of Holographic Wills
65. David Bowie: The Financial Side Of A Music Catalog
64. Pat Bowlen: Creating An Estate Plan Before Being Forced Out
63. Jay Leno: Planning for Classic Car Collections
62. Aristotle Onassis: The Impact of International Asset Planning
61. DMX: Planning For Blended Families
Ep 60 – Audrey Hepburn: When Secrets Destroy A Family
Ep 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman
Ep 58 – MacKenzie Scott: The Future of Giving?
Ep 57 – Prince: Planning for Intellectual Property With Matthew Erskine
Ep 56 – Elon Musk’s Charitable Limits With John Pantekidis
Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman
Ep 54 – James Brown: Philanthropy After Death With Robert Strauss
Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson
Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman
Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer
Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler
Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith
Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast