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
Panama Papers Reveal U.S. Mastery of the Shell Game 3
The U.S. plays the tax haven shell game better than just about anybody.
The Final DOL Fiduciary Rules at a Glance
An overview of the final version of the Department of Labor’s fiduciary rule to tide you over while you wade through the official version.
What Do the Panama Papers Mean for Offshore Wealth Management?
Mossack Fonseca, the law firm at the center of the Panama Papers scandal, is one of the last bastions of a shadowy international financial system in rapid decline.
The 10 States With the Highest and Lowest Tax Rates in 2016
A recent WalletHub study ranked all 50 U.S. states and the District of Columbia based on effective total state and local tax rates on median households.
UHNW Advisors Are Losing the Digital Race 1
Firms that serve the richest clients are the ones falling furthest behind on technology.
What Scares Wealthy Clients Most?
Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes.
Foreign Financial Account Filings Exceeded 1 Million in 2015
The IRS crows about improving awareness of and cooperation with offshore tax rules.
Increasingly, Women Control Wealth and Charities Benefit
High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities.
Clients Are Least Prepared for This Threat
Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it.
Millennials Driving Family Office Interest in Socially Responsible Investing 1
Although the number of family offices practicing any strategy involving SRI is small, interest in SRI is nonetheless high.
Can Trump Release His Tax Returns? Yes. Should He? No. 7
Donald Trump’s recent claim that he can’t release his tax returns because he’s constantly being audited has stirred up controversy.
Seven Important 2016 Tax Deadlines
Advisors must keep abreast of these important deadlines this tax season.
Ten Experts Weigh in on Cyber Liability Insurance
Recently, SecurityCurrent.com asked 10 chief information security officers for their thoughts on cyber liability insurance and what the future may hold.
FATCA: Is the Juice Worth the Squeeze?
In 2015, 4,279 American Expats renounced their U.S. citizenships, according to the U.S. Treasury. FATCA may be a big reason why.
Pocket Deeds: Only Fooling Yourself
Pocket deeds may seem like an easy way to outsmart the system and avoid probate on a piece of real property, but they’re often too good to be true.
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