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
Five Recent Changes for High-Net-Worth Advisors and How Best to Deal With Them
High-net-worth advisors have experienced a variety of changes over the past several years. Here is some insight into what they mean and what advisors can do to best serve their clients going forward.
Donald Trump Reminds Us of the Dark Places Family Conflicts Can Go
Cutting off a sick baby may, strangely, be one of the most relatable things he's ever done, even if nobody wants to admit it.
Beware These Classic Holiday Scams
The holidays are here and with them come a predictable increase in the efforts of scammers, particularly those targeting our elderly clients.
Legislation Broadens Access to ABLE Accounts
Lawmakers have eliminated the state residency requirement for Achieving a Better Life Experience (ABLE) accounts, dramatically increasing the availability of this potentially attractive planning option.
The New IRS Rule That Could Bury Charities in Paperwork 2
The IRS recently drafted a controversial proposal that would require non-profits to keep records of donor social security numbers provided with donations of over $250.
Ten Reasons Estate Conflicts May Be Increasing
Whether it's just perception or not, it does seem like there seems to be more fighting regarding estate plans. Here are 10 reasons why.
Morgan Stanley Partners With Senior Bowl To Educate Players and Parents
Morgan Stanley Global Sports and Entertainment announced a partnership with the Senior Bowl under which GSE will provide educational wealth-planning programs and seminars for all invited players - and their parents.
The Chan-Zuckerberg Initiative and For-Profit Charity 4
Mark Zuckerberg's recent announcement could be a game-changer in the world of high-net-worth philanthropy, but probably not in the way you think.
Co-Op Boards Can Haunt an Estate
How to handle an estate’s interest in a cooperative apartment is a surprisingly common problem that’s generally under-discussed.
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 1
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.
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