David H. Lenok

David
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.

Articles
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
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.
Study Reports Philanthropic Surge in 2015
The Atlas of Giving's recent “2015 Mid-Year Report on U.S. Charitable Giving,” gives reason for optimism.
Ten to Watch 2016: Matthew Weatherley-White
Matthew Weatherley-White wants to help his deep-pocketed clients change the world, and he doesn’t believes they have to suffer financially to make it happen.
Ten to Watch 2016: Robin John
Robin John is a man of faith. Religious faith, certainly. But perhaps more importantly to his investors, he has faith in companies that create value for their owners by—yes, we’ll say it—making the world a better place.
Twelve Recommendations for Family Caregiver Policies
AARP’s Public Policy Institute has released a new report that highlights the growing importance of family caregivers that makes numerous policy recommendations in a number of categories. Here are 12 of the most interesting ones.
A Victory for Common Sense in California
The laws governing wills and trusts are overly complicated, but a recent decision from the California Supreme Court removes some of the clutter.
Offering Wealthy Heirs Crash Courses on Art Problematic
Banks are enacting a novel strategy in their attempts to retain younger clients—training camps for clients’ children on responsibly handling wealth, including how to purchase art. On its face, this strategy makes a lot of sense. But a little knowledge can be very dangerous.
Foundation Brings Rare Suit Over Rescinded Pledge 1
The St. John's Hospital Foundation is suing the estate of Paula Kent Meehan to enforce her rescinded $5 million pledge.
Spotlight: The Special Needs Trust Fairness Act of 2015
Taking a look at the proposed Special Needs Trust Fairness Act of 2015, which seeks to make it easier for individuals with special needs to set up their own trusts.
Rand Paul Sues Obama Administration Over FATCA 2
In an interesting turn of events on Tuesday, Republican presidential candidate Rand Paul was named as one of seven plaintiffs in a suit against the Internal Revenue Service and the Treasury Department.
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×