Pat Bowlen was an American lawyer and partial owner of the Denver Broncos, along with his two brothers and sister. He served as the Broncos CEO until July 2014, when he stepped down due to progressive effects of Alzheimer’s disease, and passed away in 2019. His estate plan was unique due to the family trust in place, with the three trustees taking over in 2014 with the sole purpose of determining the next owner of the team.  

In this episode, David Lenok is joined by Dan Griffith, senior vice president and director of wealth strategy at Huntington Private Bank, to review the estate planning of Pat Bowlen and how the trust came into effect. He reveals why business owners are forced out more often than retire and how to choose the best advisors to address your estate planning needs. 

Dan discusses:

- Why choosing a new owner for the Broncos caused issues among Pat’s descendants
- How choosing trustees before you are incapable benefits your estate plan
- The importance of choosing trustworthy and good advisors for an estate plan
- Why it is difficult to simply retire as a business owner

Connect With Dan Griffith:

Dan Griffith https://www.linkedin.com/in/dan-griffith-1424108/
Huntington National Bank https://www.huntington.com/

Connect With David Lenok:

david.lenok@informa.com
WealthManagement.com https://www.wealthmanagement.com/

About Our Guest:

Dan Griffith is an experienced attorney with a passion for helping families and business owners find solutions to their planning challenges.

REPLAY Celebrity Estates Podcast: Pat Bowlen: Creating An Estate Plan Before Being Forced Out

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

REPLAY Celebrity Estates Podcast: Pat Bowlen: Creating An Estate Plan Before Being Forced Out

WealthManagement.com

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