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
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.
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.
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