David Lenok

Senior Wealth Planning Editor,

[Wealth Management @wealth_mgmt]

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 | https://t.co/Gs9dehVFIj

[Wealth Management @wealth_mgmt]

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: https://t.co/ySoK8Zo9RQ

[Design Your Legacy @DesignUrLegacy]

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! https://t.co/jFXhXft9eg @DavidLenok

[Wealth Management @wealth_mgmt]

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 | https://t.co/looegwriCm

[Wealth Management @wealth_mgmt]

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 | https://t.co/4Gjy0YPwb3

[Wealth Management @wealth_mgmt]

What happens to trust assets when a bank fails? Thankfully, 'not much." | @DavidLenok
https://t.co/vxoAK7iQIk

[Wealth Management @wealth_mgmt]

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 | https://t.co/zf6rOrg4rt
#nextgen #wealthmanagement

[Wealth Management @wealth_mgmt]

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 | https://t.co/zf6rOrfwBV
#nextgen #wealthmanagement

[Wealth Management @wealth_mgmt]

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 | https://t.co/FgJpEcTzqE

[discovery+ UK @discoveryplusUK]

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?

[Wealth Management @wealth_mgmt]

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 | https://t.co/2vATLB6XRb

[Wealth Management @wealth_mgmt]

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 | https://t.co/66ARLagQyR

[Wealth Management @wealth_mgmt]

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 | https://t.co/95NJ32PW2D

[Diana Britton @Diana_Britton]

Teamwork makes the dream work! Congrats @djamesarmstrong and the rest of the @wealth_mgmt team for another successful #wealthies

[Diana Britton @Diana_Britton]

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.

[Wealth Management @wealth_mgmt]

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 | https://t.co/NfWGSQkOz5

[Wealth Management @wealth_mgmt]

How much of estate administration can be automated?
#Estateplanning tech startup @Trustateco thinks it has the answer. | @DavidLenok
https://t.co/aNfOIr6feu

[Wealth Management @wealth_mgmt]

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 | https://t.co/lOZ9NkUvz5

[Wealth Management @wealth_mgmt]

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 | https://t.co/lOZ9Nlc6XF

[Wealth Management @wealth_mgmt]

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 | https://t.co/9GKQ51iosr