Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Michael N. Gooen and Dr. Paul Hokemeyer, the founding principal of Drayson Mews, a mental health advisory firm that counsels wealthy individuals and families on mental health issues, to discuss the tax planning technique known as  a grantor retained annuity trust ("GRAT"). The conversation explains the tax benefi...

In this episode of Splitting Heirs, partners Beth Shapiro Kaufman , National Chair of Private Client Services and Trusts and Estates Chair, and Kristin V. Taylor join host Warren K. Racusin to discuss the One Big Beautiful Bill through a tax and estates lens. They talk about  "permanence" in the tax law while explaining the new estate and income tax benefits in OB3. Kaufman , Taylor, and Racusin e...

In this episode of Splitting Heirs, host Warren K. Racusin  invites Lowenstein partner Matt Savare  and Bart Feller , Principal flute of the New Jersey Symphony, New York City Opera Orchestra, and Santa Fe Opera Orchestra, to break down copyright law for music and other original works and to talk about the importance of estate planning for creatives. The conversation covers the terms of a copyrigh...

In this episode of Splitting Heirs, host Warren K. Racusin sits down with Deb Guston, partner Guston & Guston, LLP, and Kim Mutcherson, professor of law at Rutgers Law School, to discuss estate planning for non-traditional family structures, including surrogacy, adoption, sperm and egg donors, and frozen embryos. They outline different circumstances in which inheritance may be questioned and how t...

Host Warren K. Racusin , Chair of Lowenstein's Trusts & Estates  practice, invites Meghan M. Federman  and  Joanne Mournet , President at DOYLE Auctioneers & Appraisers, to cover how estate planning for art and valuables differs from traditional estate planning. Racusin and Federman discuss the legal considerations and tax implications, trusts, and insurance, while Mournet concludes with exciting...

Host Warren K. Racusin , Chair of Lowenstein's Trusts & Estates practice, talks about the law and lore of cemeteries with Eric D. Weinstock , and Rich Moylan, president of Green-Wood Cemetery in Brooklyn, New York. They discuss the regulations governing the upkeep and maintenance of these hallowed grounds, the rules about ownership of funeral plots, and the history and architecture of Green-Wood—s...

On this episode of "Splitting Heirs," partner Warren K. Racusin , Chair of Lowenstein's  Trusts & Estates practice, invites Beth Shapiro Kaufman , Lowenstein Sandler partner and National Chair of the Private Client Services group, and Sandra Swirski , founder of the bipartisan advocacy firm Integer, to discuss how the upcoming 2024 presidential election may affect the taxes you have to pay--exclus...

On this episode of "Splitting Heirs," Warren K. Racusin welcomes back Sharon L. Klein , President of Family Wealth for the Eastern US Region of Wilmington Trust Company and member of the Estate Planning Hall of Fame, to continue their discussion of Lovey and Hubby , two clients who celebrated their 50th wedding anniversary and then became embroiled in an extremely contentious divorce. The discussi...

On this episode of "Splitting Heirs," Warren K. Racusin talks with Lowenstein partner Nick San Filippo , Chair of the firm's Business Divorce practice, and Jeff Savlov, a partner in the family business and wealth consulting firm Blum & Savlov, about the challenges facing family-owned businesses when disputes arise between parents and children, siblings, or other relatives. Observing that an unwill...

Today on "Splitting Heirs," host Warren Racusin speaks with Molefi McIntosh and Mavis Gragg about the "heirs' property problem--" or what happens to real estate when it is passed down within families without benefit of a will. The guests address the historical and legal impact as well as the economic and racial inequities that resulted from the fractionalization of real estate down through multipl...

Host Warren K. Racusin welcomes Melissa L. Wiley of Lowenstein's Tax practice and Elie Honig , CNN senior legal analyst, former federal prosecutor, and special counsel in Lowenstein's White Collar Criminal Defense practice, to the " Splitting Heirs " podcast to discuss the case of DeGuzman vs. the Commissioner of Internal Revenue , where a wealthy couple splits up and gets into a fight about   res...

Unlike most countries in the world, if you are a citizen or resident of the United States, the government gets to tax all of your worldwide income, regardless of where it's earned or where you live. And if the IRS decides that your tax home is the US your family may get hit by an estate tax, even if you aren't a citizen or resident. In this episode of "Splitting Heirs," host Warren K. Racusin spea...

In this episode of "Splitting Heirs," Warren K. Racusin , partner and Chair of Lowenstein's Trusts & Estates practice, speaks with Sharon L. Klein , EVP, President - Family Wealth, Eastern U.S. Region & Head of National Divorce Advisory Practice, Wilmington Trust, N.A., about estate planning for divorcing couples, including   "grey divorce"—when couples in their 50s and older—often with significan...

In this episode of " Splitting Heirs " host Warren K. Racusin of Lowenstein's Trusts & Estates practice is joined by Jeffrey J. Wild , Lowenstein partner and litigator whose practice focuses on fiduciary issues; the Honorable Paul D. Wilson, Associate Justice of the Massachusetts Superior Court; and Zachary Racusin, professional baseball player and owner/director of player development of Rax Hax P...

In this episode of Splitting Heirs , Warren K. Racusin and Bridget Harris of Lowenstein's Trusts & Estates practice discuss end-of- life decision making with Cynthia X. Pan, MD FACP, AGSF , Chief of the Division of Geriatrics & Palliative Care Medicine at New York-Presbyterian Hospital-Queens, exploring the nuances of healthcare directives, advance care planning, and the extent of 'extraordinary m...

Welcome back to season two of Splitting Heirs, Lowenstein Sandler's Trusts & Estates podcast. In this new episode, Warren Racusin is joined by partner Mike Vito and Brooklyn Law Professor of Legal Writing Alissa Bauer to discuss why lawyers communicate the way they do and how they can make themselves easier to understand. They also provide listeners with a clear, easy-to-understand glossary of som...

Host Warren K. Racusin , partner and Chair of Lowenstein's Trusts & Estates practice, talks about how to incorporate charitable giving into your estate plan. Partner Lesley P. Adamo , Vice Chair of the firm's Tax group, describes different vehicles such as private foundations and donor-advised funds; and Gabriel van Aalst, President and CEO of the New Jersey Symphony Orchestra , describes how char...

On this episode of " Splitting Heirs ," Warren K. Racusin is joined by Tracy A. Snow , counsel in Lowenstein's Trusts & Estates practice, and Richard Schmalbeck, Professor of Law at Duke University, to explain the how, what and why of the federal estate tax, and what to do if you find a masterpiece hidden in your family attic after your ancestor's will has been probated. Speakers: Warren K. Racusi...

Lowenstein Sandler lawyer Joseph Romano and investment advisor Julie Jackson discuss creating, managing, and investing trusts, plus how to keep a child with a trust from turning into a trust fund baby. Speakers: Warren Racusin , Chair, Trusts & Estates Joseph Romano , Associate, Trusts & Estates Julie Jackson, Managing Director, 1919 Investment Counsel

Estate administration: A discussion with a religious leader and an experienced attorney in estate administration about the legal, emotional, and spiritual rituals and processes surrounding the death of a loved one. Speakers: Warren Racusin , Chair, Trusts & Estates Michael Vito , Partner, Trusts & Estates Rabbi Michael Jay,  spiritual leader of the Jewish Community Center of Long Beach Island, NJ

Wills: An estate planner and a Shakespearean scholar talk about the right way—and the many wrong ways—to design your will. Speakers: Warren Racusin , Chair, Trusts & Estates Bridget Harris , Counsel, Trusts & Estates Mary Bly , Professor and Chair Department of English, Fordham University

Prenuptial agreements: A trusts and estates lawyer and a divorce attorney discuss prenuptial agreements to explain why estate planning deals with all parts of your life—not just the end of it.  Speakers: Warren Racusin , Chair, Trusts & Estates Eric Weinstock , Senior Counsel, Trusts & Estates Jonathan Wolfe , Co-Managing Partner, Skoloff & Wolfe

An information packed and hopefully entertaining guide to estate planning and the world of trusts and estates. Estate planning really involves thinking about the people and things that are most important to you—family, loved ones, charitable causes and everything else that gives your life meaning. Religious leaders, wealth advisors, divorce attorneys, and others will team up with experienced trust...