Sponsored By
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.

Latest from David H. Lenok

Celebrity Estates Podcast Jim Thorpe Jo Carillo Alma Soongi Beck
Estate Planning
Celebrity Estates: Jim Thorpe, Native Americans and the Land Back MovementCelebrity Estates: Jim Thorpe, Native Americans and the Land Back Movement
byDavid H. Lenok
Dec 16, 2024
Ten to Watch 2025
Insights & Analysis
The Ten to Watch in 2025Ten to Watch in 2025
byDiana Britton, David Bodamerand 4 more
Dec 12, 2024

All from David H. Lenok

Vanessa Martinez
RIA
Ten to Watch in 2025: Vanessa Martinez
Ten to Watch in 2025: Vanessa Martinez
Dec 10, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
Kyle Wiggs
RIA
Ten to Watch in 2025: Kyle Wiggs
Ten to Watch in 2025: Kyle Wiggs
Dec 10, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
wedding-rings-separate-dollars.jpg
High Net Worth
The 'Great Wealth Transfer' is Coming; Just Not Yet
The 'Great Wealth Transfer' is Coming; Just Not Yet
Dec 5, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
Celebrity Estates Podcast Neil Solarz John Amos elder abuse estate planning
Estate Planning
Celebrity Estates: John Amos and Warning Signs of Elder Abuse
Celebrity Estates: John Amos and Warning Signs of Elder Abuse
Nov 25, 2024
byDavid H. Lenok, Senior Editor
estate planner tips
Estate Planning
Estate Planning Services Are Becoming Table Stakes
Estate Planning Services Are Becoming Table Stakes
Nov 19, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
President-elect Donald Trump Melania Trump
High Net Worth
An Overview of Trump's Projected Tax Changes
An Overview of Trump's Projected Tax Changes
Nov 6, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
FreeWill office
Estate Planning
FreeWill Launches Estate Planning Platform Estately
FreeWill Launches Estate Planning Platform Estately
Oct 29, 2024
|
4 Min Read
byDavid H. Lenok, Senior Editor
Trust & Will MLB playoffs ad
Estate Planning
Trust & Will Does What it Says on the Box
Trust & Will Does What it Says on the Box
Oct 10, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
Celebrity Estates Podcast Shannen Doherty
Estate Planning
Celebrity Estates: Shannen Doherty and the Importance of Timely Planning
Celebrity Estates: Shannen Doherty and the Importance of Timely Planning
Oct 7, 2024
byDavid H. Lenok, Senior Editor
wealth.com CEO Rafael Loureiro
Estate Planning
Wealth.com Scores $30M in Series A Funding
Wealth.com Scores $30M in Series A Funding
Sep 16, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
Daffy Adam Nash DAFs
Philanthropy
Daffy Launches Custom Portfolios
Daffy Launches Custom Portfolios
Jul 30, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
estate-planning-keyboard.jpg
Estate Planning
Steve Lockshin's Vanilla Relaunches Vanilla Academy
Steve Lockshin's Vanilla Relaunches Vanilla Academy
Jul 29, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
Celebrity Estates Podcast Thomas Kopelman Simow Cowell disinheritance
Estate Planning
Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning
Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning
Jul 22, 2024
byDavid H. Lenok, Senior Editor
senior-couple-holding-hands.jpg
High Net Worth
The Great Wealth Treadmill
The Great Wealth Treadmill
Jul 11, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
EncorEstate Plans CEO Matt Morris estate planning
Estate Planning
EncorEstate Brings a 'Human Touch' to Estate Tech
EncorEstate Brings a 'Human Touch' to Estate Tech
Jun 25, 2024
|
4 Min Read
byDavid H. Lenok, Senior Editor
Danny Lohrfink wealth.com
Estate Planning
Wealth.com Launches Family Office Suite
Wealth.com Launches Family Office Suite
Jun 21, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
AssetMark lobby private equity GCTR
Philanthropy
AssetMark Announces Strategic Collaboration with TIFIN Give
AssetMark Announces Strategic Collaboration with TIFIN Give
Jun 18, 2024
|
2 Min Read
byDavid H. Lenok, Senior Editor
chess pieces money UHNW
High Net Worth
How Wealth Managers Can Compete With Family Offices for UHNW Clients
How Wealth Managers Can Compete With Family Offices for UHNW Clients
Jun 7, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
computer files estate planning technology
Estate Planning
The Estate Tech Revolution Is Picking Up Speed
The Estate Tech Revolution Is Picking Up Speed
May 30, 2024
|
4 Min Read
byDavid H. Lenok, Senior Editor
Celebrity Estates Podcast Eric Schoenberg
Estate Planning
Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth
Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth
May 20, 2024
byDavid H. Lenok, Senior Editor
Celebrity Estates podcast Steve Lockshin Vanilla Len Bias NIL deals
Estate Planning
Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
Apr 29, 2024
byDavid H. Lenok, Senior Editor
OJ Simpson in courtroom estate
Estate Planning
Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?
Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?
Apr 15, 2024
|
4 Min Read
byDavid H. Lenok, Senior Editor
Celebrity Estates Podcast NFL ownership
High Net Worth
Celebrity Estates: The National Football League and Lessons in Family Dynamics and Governance
Celebrity Estates: The National Football League and Lessons in Family Dynamics and Governance
Mar 25, 2024
byDavid H. Lenok, Senior Editor
celeb-estates-king-charles-iii.png
Estate Planning
Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning
Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning
Feb 26, 2024
byDavid H. Lenok, Senior Editor
green-investing-globe.jpg
Estate Planning
Live from Heckerling: Is ESG Investing Sustainable for Trustees?
Live from Heckerling: Is ESG Investing Sustainable for Trustees?
Jan 10, 2024
|
4 Min Read
byDavid H. Lenok, Senior Editor
Heckerling 2024 conference
Estate Planning
Live from Heckerling: Planning for Modest Estates
Live from Heckerling: Planning for Modest Estates
Jan 8, 2024
|
3 Min Read
byDavid H. Lenok, Senior Editor
Julia Fox-REVISED-USE.png
High Net Worth
Celebrity Estates Replay: Julia Fox and Why Millennials Focus Less on Material Wealth
Celebrity Estates Replay: Julia Fox and Why Millennials Focus Less on Material Wealth
Dec 18, 2023
byDavid H. Lenok, Senior Editor
06-carrie-nelson (1).jpg
RIA
The Ten to Watch in 2024: Carrie Nelson
The Ten to Watch in 2024: Carrie Nelson
Dec 18, 2023
|
3 Min Read
byDavid H. Lenok, Senior Editor
back-dollar-upclose.jpg
Estate Planning
The Estate Tax Is the Weakest its Ever Been
The Estate Tax Is the Weakest its Ever Been
Dec 13, 2023
|
3 Min Read
byDavid H. Lenok, Senior Editor
flower-moon-promo.png
Estate Planning
Eight Estate Planning Lessons from Killers of the Flower Moon
Eight Estate Planning Lessons from Killers of the Flower Moon
Nov 15, 2023
|
9 Slides
byDavid H. Lenok, Senior Editor
Bob-Barker-celeb-estates.png
Estate Planning
Celebrity Estates: Bob Barker and Leaving a Charitable Legacy
Celebrity Estates: Bob Barker and Leaving a Charitable Legacy
Oct 16, 2023
byDavid H. Lenok, Senior Editor
charityvest-founder-stephen-kump.png
WealthTech
Charityvest Looks to Socialize DAFs
Charityvest Looks to Socialize DAFs
Sep 29, 2023
|
3 Min Read
byDavid H. Lenok, Senior Editor
Charles-Lubar-celebrity-estates.png
Estate Planning
Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson
Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson
Jul 24, 2023
byDavid H. Lenok, Senior Editor

Latest news

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Peakline Partners Bill Rudnick, executive managing director
Alternative Investments
Private Markets Investments Firm Cresset Partners Rebrands as Peakline Partners
Cresset Partners Investment Firm Rebrands as Peakline Partners

Feb 11, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices