David Lenok

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

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

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

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

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

What happens to trust assets when a bank fails? Thankfully, 'not much." | @DavidLenok wealthmanagement.com/high-net-worth…

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

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

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

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?

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

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

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

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

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.

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

How much of estate administration can be automated? #Estateplanning tech startup @Trustateco thinks it has the answer. | @DavidLenok wealthmanagement.com/estate-plannin…

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

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

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