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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

How to Set Up Your Business to Maximize Enterprise Value

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

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

Live from Heckerling: Is ESG Investing Sustainable for Trustees?

Jan 10, 2024

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

Live from Heckerling: Planning for Modest Estates

Jan 08, 2024

Just because you have a tool doesn’t mean you should use it.

Celebrity Estates Replay: Julia Fox and Why Millennials Focus Less on Material Wealth

Dec 18, 2023

In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations.

The Ten to Watch in 2024: Carrie Nelson

Dec 18, 2023

Carrie Nelson is the founder and CEO at Atlas Point.

The Estate Tax Is the Weakest its Ever Been

Dec 13, 2023

The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.

Eight Estate Planning Lessons from Killers of the Flower Moon

Nov 15, 2023

Don’t murder your clients—and other best practices.

Celebrity Estates: Bob Barker and Leaving a Charitable Legacy

Oct 16, 2023

The majority of Bob Barker's estate was donated to 40 different animal and military charities.

Charityvest Looks to Socialize DAFs

Sep 29, 2023

A new entrant into the growing DAF-related advisortech space is leaning into community to set them apart.

Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson

Jul 24, 2023

Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.

Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

Jun 26, 2023

Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.

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