Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs

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 aff...

On this episode of “Splitting Heirs,” Warren K. Racusin welcomes back

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 ...

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 multiple generations,...

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 spli...

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 speaks with fellow partner Megan E. Wer...

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

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 Pro Performance, to explore the dynamic...

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 measures.’ In light of the complex med...

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 some of the more commonly used — yet o...

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 charitable gifts can enhance a donors’ leg...

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:

Warr...

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 trusts and estates lawyers from Lowenste...