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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.

David’s Recent activity

Beware the Estate Tax Cliff

Sep 17, 2018

Be sure to mind the gap between federal and state tax exemption amounts.

Seven Tips to Protect Wealthy Families from Cybersecurity Threats

Sep 13, 2018

The more money a client has, the bigger the target on their back.

Massachusetts Securities Regulator Cracks Down on Private Placements

Sep 13, 2018

Secretary of State William F. Galvin announced an investigatory sweep of 63 broker/dealer firms.

HNW Investors Fear the Retailpocalypse

Sep 05, 2018

Yet, they still maintain significant asset allocations to real estate.

Aretha Franklin Died Without a Will

Aug 22, 2018

Her estimated $80 million estate could be in jeopardy.

Advisors are Increasingly Expected to Play a Role in Clients' Healthcare

Aug 07, 2018

Dammit Jim, I'm a financial advisor, not a doctor!

Advisors and Clients Alike Fail to Address Longevity Risk

Jun 20, 2018

A new alliance of financial services companies is looking to increase awareness and education.

Global Wealth Increased Again in 2017

Jun 15, 2018

Where do the greatest opportunities for advisors lie?

My Life as a Client: Tony Hawk

Jun 14, 2018

The skateboarding legend opens up about his experiences with advisors throughout his long career.

Family Offices: Business, Not Personal

Jun 11, 2018

Under the new tax paradigm, careful choice of entity can be key.

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