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.

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.
Probate Demystified
A breakdown of the basics to show advisors that this process isn't as scary as it seems.
The Effects of Inheritances on Retirement Risk
A recent report indicates that whether or not families receive inheritances has only a modest effect on national retirement risk.
Bi-Partisan Estate Tax Reform Bill Introduced 1
The Act proposes a voluntary annual surcharge while living as a replacement for taxation on death.
Family Offices Costing More as Performance Lags
According to a recent report, the need for more and better employees has driven up family office costs with no corresponding increase in returns.
Empire: The Best Estate Planning Drama on TV
If you strip away all of the murder, plotting, betrayal and mental illness, you reach a core of estate planning issues that are shockingly common in the real world
GenLink Looks to Solve A Multi-Generational Problem
Ivy Funds’ new educational portal, GenLink, encourages advisors to learn more about their own generational biases in order to better understand the next generation of clients.
The Dangerous Allure of Incentive Trusts
Incentive trusts are invaluable tools in every advisor’s toolbox, but they come with a number of potential pitfalls that must be evaluated.
Tom Clancy's Widow Wins Opening Round of Estate Battle Without Remorse 1
Tom Clancy’s widow scores the first victory of what will surely be a drawn-out battle over who must bear the burden of paying taxes on the late author’s $86 million estate.
The Ghost of Same-Sex Couples' Past
A recent conflict reminds us that all still is not legally well for same-sex couples.
IRS Data Breach Much Larger Than Initially Reported
The IRS revealed that the number of users affected by the data breach in its “Get Transcript” Web app is far greater than initially reported.
Forgeries, Feng Shui and Philanthropy
When noted eccentric and Hong Kong billionaire Nina Wang died in 2007, it was like turning over a rock to see all manner of insects scurrying out from beneath.
Clinton's College Plan Not Quite a "Debt-Free" Education 1
Hillary Clinton unveiled her proposed $350 billion plan to address the growing student debt crisis and make college more affordable for millions of Americans in New Hampshire on Monday. But it's not quite the "debt-free" solution put forward by the competition.
Ray Charles' Foundation and Children Rekindle Copyright Fight
The Ray Charles Foundation is challenging the late singer’s heirs’ attempt to reclaim copyrights for dozens of songs.
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