Len Bias was a star basketball player at the University of Maryland drafted by the Boston Celtics in 1986 and one step away from becoming a pro athlete. Unfortunately, he passed away just two days after being selected but before signing any MBS or sponsorship documents, leaving him and his family just out of reach of the riches he would have gotten due to the timing of his death.

With host David Lenok and special guest Steve Lockshin, founder of AdvicePeriod and a co-founder of Vanilla, an estate planning advisory platform, they unravel the nuances surrounding Name, Image, and Likeness (NIL) deals for athletes, the challenges and opportunities they present, and foundational estate planning strategies that every individual, regardless of fame, should consider. 

David and Steve discuss:

- How do NIL deals affect young athletes' financial and estate planning;
- Why are wills, durable powers, and healthcare directives important for young adults;
- Strategies to protect future earnings and assets through estate planning
- What advice do advisors have for guiding young earners in estate and financial planning;
- And more.

Resources:

Listen to the latest episodes of Celebrity Estates: https://www.wealthmanagement.com/featured-series/celebrity-estates 

Connect With Steve Lockshin:

LinkedIn: Steve Lockshin: https://www.linkedin.com/in/stevelockshin/ 
Website: https://www.justvanilla.com/ 

Connect With David Lenok:

david.lenok@informa.com 
Website: https://www.wealthmanagement.com/
LinkedIn: David Lenok : https://bit.ly/DavidLenokLI
LinkedIn: Informa: https://bit.ly/InformaLI
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI

About Our Guest:

Steve Lockshin is an entrepreneur in the wealth management services industry. He built and sold RIAs and TAMPs. Now doing it again, Steve is a founder with a primary focus towards serving the ultra-affluent through effective estate and investment planning. He is a champion for technological advances in the wealth advisory industry while working towards improving transparency and supporting the fiduciary standard(+) and the author of Get Wise to Your Advisor.

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

WealthManagement.com

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