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.
Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten
Ep 46 – Advising Entertainment Industry Clients
Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman
Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin
Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer
Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher
Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman
Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner
Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin
Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles
Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman
Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen
Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua
Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit
Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore
Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert
Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)
Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One
Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles
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