David H. Lenok

H. Lenok
Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

How to Advise Professional Athletes
Properly advising professional athletes is all about mutual respect.
Eight Generational Wealth Trends in the U.S.
Advisors need to consider and respect the meaningful financial, behavioral and life-stage differences among the various generations of their client bases.
deVere Group CEO Slams FATCA, “Fiscal Imperialism”
Nigel Green, the CEO of one of the world’s largest independent financial advisory organizations, unambiguously condemned FATCA in a recent series of comments.
A Father, A Son and Same-Sex Marriage
Now that same-sex marriage is legal, some couples who embraced innovative legal solutions in the past are finding them tricky to unwind.
The Top 10 Tax Havens in the World
The Tax Justice Network recently published the 2015 edition of its biannual Financial Secrecy Index, wherein it ranks the top 10 most financially secretive jurisdictions worldwide.
A Look Inside The Wealthiest Estate Plans in America
The IRS recently released gross estate asset allocation data for 2014 filers, offering a glimpse at the differences between the affluent and the wealthy.
The Perpetual Naming Rights Problem
Are non-profit organizations doing more harm than good when they surrender naming rights in perpetuity for a large donation?
Ten Wild Will Requests
We spend a great deal of time on this site stressing the importance of wills and other estate planning documents. However, there is a lighter side to wills, which often feature strange requests, ranging from the inspiringly romantic to the completely insane, plus stupid pet tricks!
Odom and Kardashian: Why Living Wills Matter
Advisors can glean some important lessons about living wills, advance directives and divorce from the unfortunate case of Lamar Odom and Khloe Kardashian.
Five Tax Deductions and Credits for Clients Dealing With Disabilities
If your client, his spouse or one of his dependents has a disability, then there are some important potential tax credits and deductions of which advisors should be aware to help ease the burden.
Beneficiary Designations: Easy and Often Overlooked 2
Properly designating beneficiaries for assets that transfer on death is one of the simplest, and most commonly overlooked, methods to maximize the efficiency of a client’s estate plan.
Nine Common Estate Planning Pitfalls
Like any finely tuned instrument, an estate plan is extremely easy to disrupt. Here are nine of the most common pitfalls that can potentially ruin an advisor’s hard work.
Tax to Become a Major Priority for Asset Managers By 2020
Asset Managers are expected to claim more than $100 trillion in AUM by 2020. However, this growth will come with new operational and compliance demands, especially around taxes.
Scottrade Data Breach Compromises 4.6 Million Users
Discount stock trading service Scottrade announced on Friday that it was hacked and information on 4.6 million customers was compromised.
Ten Estate and Succession Planning Predictions For Empire Season Two
With Season 2 of Empire kicking off last week, we’ve decided to have some fun and offer 10 predictions of potential estate and succession planning issues that the inimitable Lyon family may face this year.
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