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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

The Wealthy Rely on Social Security Benefits Too
The Wealthy Rely on Social Security Benefits Too
Jul 26, 2016
Social Security has become such a major source of retirement income for this country's elderly that even many high net worth individuals rely on it heavily. However, they aren't talking to their advisors about it...
The 50 Most Common Family Types in America
Jul 20, 2016
There is a great (and increasing) diversity of family types in this country, and planners should take notice. The importance of appreciating the difficulty posed by planning for a “blended family” is a topic that ...
DOL Lawsuit Goes Shopping for a Forum
Jun 02, 2016
Some financial industry heavyweights are on a forum-shopping trip to try and block the Department of Labor’s controversial fiduciary rule...
Wealth Managers Should Mind the Digital Gap
May 31, 2016
Wealth managers are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame. A recent report by PricewaterhouseCoopers casts light on just how unsatisfied clients are...
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