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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

Craig Sager’s Last Fancy Suit?

Jan 10, 2018

The perils of a blended family.

Next-Gen Donors: Sara Ojjeh

Dec 29, 2017

Some insight into the charitable origins of the globe-trotting philanthropist and TAG Group heir.

17 Countries Named in Tax Black List

Dec 26, 2017

The EU announced its first tax haven “Black List,” featuring 17 “non-cooperative jurisdictions for tax purposes.”

Next-Gen Donors: Bryn Mars

Dec 19, 2017

A glimpse behind the curtain from a fourth generation member of the Foster Family Office.

Q&A with Former MLB All-Star-Turned-Advisor Steve Finley

Nov 06, 2017

From the big leagues to big finance.

House GOP Tax Plan Explained

Nov 02, 2017

The House GOP plan looks a lot like the President’s, with a few producer’s notes.

Meggalife Looks To Gamify Saving for Retirement

Nov 01, 2017

The power of points compels you!

Are You That George Papadopolous?

Oct 30, 2017

Advisor suffers from a case of mistaken identity.

Regulatory Chief Susan Axelrod Leaving FINRA

Oct 26, 2017

The longtime regulatory stalwart wants to pursue opportunities in the private sector.

Highlights from the Executive Forum: Advisor Tech in the Year 2020 Roundtable

Oct 25, 2017

Executives from technology vendors and wealth management firms discuss the future of the industry.

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