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
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.
High Net Worth Individuals Plan to Invest More in Early 2016
It appears global high-net-worth investors may be conquering their fears and looking to push some of their chips into the middle of the table in early 2016.
Helmsley Estate Still Nothing But Trouble 3
Leona Helmsley's estate is in the news again, and this time it has nothing to do with dogs.
How The Presidential Candidates Would Change Estate and Investment Taxes 1
A quick, easy-to-read visual guide to where the individual candidates stand on estate, gift and capital gains tax rates.
Insurance and the NFL Draft
Are college athletic departments a new growth area for insurance agents?
Free-Basing for Estate Planners
Why is everyone talking about "basis" and what does it mean for the future of estate planning?
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.
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