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Monday, December 19, 2022

Celeb Estates Replay: Pat Bowlen’s Distinctive Property Plan

Pat Bowlen was an American lawyer and partial proprietor of the Denver Broncos, alongside together with his two brothers and sister. He served because the Broncos CEO till July 2014, when he stepped down attributable to progressive results of Alzheimer’s illness, and handed away in 2019. His property plan was distinctive as a result of household belief in place, with the three trustees taking on in 2014 with the only real function of figuring out the subsequent proprietor of the group.  

On this episode, a replay from earlier this yr, David Lenok is joined by Dan Griffith, senior vp and director of wealth technique at Huntington Non-public Financial institution, to assessment the property planning of Pat Bowlen and the way the belief got here into impact. He reveals why enterprise house owners are compelled out extra typically than retire and the way to decide on the very best advisors to handle your property planning wants. 

Dan discusses:

  • Why selecting a brand new proprietor for the Broncos induced points amongst Pat’s descendants
  • How selecting trustees earlier than you might be incapable advantages your property plan
  • The significance of selecting reliable and good advisors for an property plan
  • Why it’s troublesome to easily retire as a enterprise proprietor

Browse extra episodes on this podcast sequence. … 

The Celeb Estates: Wills of the Wealthy and Well-known podcast is obtainable on Apple PodcastsAndroidStitcher and wherever podcasts are discovered. 

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