Senior Wealth Planning Editor, Wealthmanagement.com
Joined October 2011
- Tweets 221
- Following 51
- Followers 173
- Likes 352
30 Photos and videos
David Lenok retweeted
17 Oct 2023
In this episode of the Celebrity Estates podcast, host @DavidLenok speaks with David Handler, partner at @Kirkland_Ellis, about adding charitable giving to legacy plans, what should be considered when choosing how to donate, and much more.
LISTEN | bit.ly/3ZWhpgw
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David Lenok retweeted
24 Jul 2023
In this episode of Celebrity Estates, @DavidLenok speaks with Charles Lubar, retired senior counsel from McDermott Will & Emery, about working with celebrities and how he helped Jim Henson and Michael Jackson navigate tax strategies.
LISTEN NOW: spr.ly/6013Pp9cU
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David Lenok retweeted
1 Jul 2023
Clear communication is the blueprint for a lasting legacy! When we bridge gaps, share ideas & express ourselves effectively, we unlock limitless potential in designing a legacy that resonates through generations... to stand the test of time! bit.ly/3JFBYH4 @DavidLenok
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David Lenok retweeted
16 May 2023
In this episode, @DavidLenok speaks with @bfranc, director of business law at @HoustonHarbaugh and author of @successionsol, about succession planning for business owners and the next step after leaving the company.
LISTEN | bit.ly/453JJjh
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David Lenok retweeted
23 Apr 2023
In this episode, @DavidLenok talks to Brian Dillon, partner at @LathropGPM, about the problems that arise when estate documents are suspicious or improperly filed and how those problems impact the legal process of handling an estate.
LISTEN | bit.ly/3A21h0W
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David Lenok retweeted
23 Mar 2023
What happens to trust assets when a bank fails? Thankfully, 'not much." | @DavidLenok
wealthmanagement.com/high-ne…
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David Lenok retweeted
19 Mar 2023
In this episode, @DavidLenok speaks with wealth strategist Kelley Wolfington on why the housing trend for high-net-worth individuals is shifting and how it reflects the current values passed on to the next generation.
LISTEN | bit.ly/3ZLnJ9K
#nextgen #wealthmanagement
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David Lenok retweeted
14 Mar 2023
In this episode, @DavidLenok speaks with wealth strategist Kelley Wolfington on why the housing trend for high-net-worth individuals is shifting and how it reflects the current values passed on to the next generation.
LISTEN | bit.ly/3ZLnJ9K
#nextgen #wealthmanagement
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David Lenok retweeted
18 Feb 2023
With the recent passing of Queen Elizabeth II, it's an opportune time to ask: What can planners learn from such a rigid, yet simultaneously extremely transparent 'plan'? @DavidLenok and Tim Volk discuss the repercussions of such a plan.
LISTEN | bit.ly/3HWY2vs
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David Lenok retweeted
17 Dec 2022
Was the conservatorship an act of love by Jamie to save his daughter's life and career? Or was it merely a scheme to enslave Britney so he could get his hands on her fortune? This series tells the story from two perspectives and asks who was right and who was wrong?
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David Lenok retweeted
3 Dec 2022
In this episode, @DavidLenok is joined by @AB_insights's Stacie Jacobson as she dives into the complexity of a music catalog as an asset for both the seller and buyer, along with details of the planning required before and after the transaction.
LISTEN | bit.ly/3ASQW8v
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David Lenok retweeted
2 Nov 2022
Discover how a low-code approach can accelerate digital transformation in #wealthmanagement and enhance client experiences with host @DavidLenok, Timothy Welsh of @NexusStrategy and @laserfiche's Justin Pava.
Thursday, November 03 | 4:15 PM ET
REGISTER | bit.ly/3RW5mKG
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David Lenok retweeted
26 Oct 2022
In this episode, @DavidLenok speaks with Dr. Jamie Weiner, cofounder of @InheritingWsdm, on the struggles children face when born into prominent families and the impact this has on their worldview and development within society.
LISTEN | bit.ly/3W7AdXS
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David Lenok retweeted
9 Sep 2022
Teamwork makes the dream work! Congrats @djamesarmstrong and the rest of the @wealth_mgmt team for another successful #wealthies
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David Lenok retweeted
22 Aug 2022
Happy Monday! Someone is impersonating me on Twitter; @Diana_Britton_ is an imposter. Please block and report. I'm not dealing in online trading schemes. I'm an independent journalist.
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David Lenok retweeted
23 Aug 2022
In this episode, @DavidLenok is joined by Tim Volk, Founder and Managing Director of T. Volk and Company, for a conversation on #LGBTQ #financialplanning and creating a healthy environment for clients as a #financialadvisor.
LISTEN | bit.ly/3KbOH3o
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David Lenok retweeted
6 Aug 2022
How much of estate administration can be automated?
#Estateplanning tech startup @Trustateco thinks it has the answer. | @DavidLenok
wealthmanagement.com/estate-…
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David Lenok retweeted
16 Jul 2022
On the Celebrity Estates Podcast, wealth strategist Kelley Wolfington joins @DavidLenok in dissecting the idea of inheriting values and the importance of creating conversations between generations to develop an effective plan for the future.
LISTEN | bit.ly/3yXjcpT
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David Lenok retweeted
11 Jul 2022
On the Celebrity Estates Podcast, wealth strategist Kelley Wolfington joins @DavidLenok in dissecting the idea of inheriting values and the importance of creating conversations between generations to develop an effective plan for the future.
LISTEN | bit.ly/3yXjcpT
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David Lenok retweeted
6 Jun 2022
On this episode of the Celebrity Estates Podcast, @DavidLenok is joined by David Bokman and Andrea Levine-Sanft of @MorganStanley in discussing first generation #wealthmanagement in comparison to inherited wealth.
LISTEN | bit.ly/39bbmyP
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