David H. Lenok

David
H. Lenok
Associate Legal Editor,
Trusts & Estates Magazine
Articles
On The Cover: December 2014
Associate legal editor David H. Lenok discusses this month's cover
Study Shows MFOs on the Rise
Cerulli Associates recently released the latest edition of their annual study on high-net-worth markets, and the main takeaway is that advisors are buzzing over family offices.
Filial Support: Making a Comeback?
Did you know that your clients might actually be legally liable for their indigent parents’ care?
The IRS Offers Ebola Guidance
The IRS has issued two notices clarifying the tax impact of Ebola-related philanthropy
Advisor Doublespeak: Hurdle Rate
When advisors from different disciplines come together, they often find they aren’t speaking the same language.
On the Cover: November 2014
Associate legal editor David H. Lenok discusses this month's cover
The Valuations of Michael Jackson's Estate are "Off the Wall"
The respective numbers presented by the IRS and Michael Jackson's estate are pretty far apart—and getting farther.
It's 10 p.m. Do You Know Who Your Clients' Children Are?
When dealing with high-net-worth clients, you have to know your clients’ children. And, just as importantly, your clients’ children have to know you
A Clear and Present Danger
The tax fight brewing over late author Tom Clancy's estate can teach advisors a lesson about blended families.
Hitting Close to Home
Many boomers’ most valuable assets, their homes, are unlikely to continue to meet their needs as they age and may, ultimately, become financial albatrosses.
On the Cover: October 2014
Associate legal editor David H. Lenok discusses this month's cover
Going Out With a Bang
Taking full advantage of the deduction for funeral expenses can be a simple way to save your clients a great deal of money
Anna Nicole Smith’s Estate Runs Out of Options
After 20 years of litigation, the fight between the estates of Anna Nicole Smith and J. Howard Marshall may well be over
On the Cover: September 2014
Associate legal editor David H. Lenok discusses this month's cover
Delaware Passes Law Granting Heirs Broad Access to Digital Assets
On August 12, 2014, Delaware became the first state to pass a law governing the broad distribution of the digital assets of deceased and incapacitated individuals.
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