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 Lowenstein Sandler to offer you creative, outside the box approaches to achieving your estate planning goals.
Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs
Claim This Podcastby Lowenstein Sandler LLP
4.7(17 reviews)
23 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
46
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality71
Social0
YouTube0
Engagement51
Podcast Overview
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 Lowenstein Sandler to offer you creative, outside the box approaches to achieving your estate planning goals.
Language
🇺🇲
Publishing Since
11/30/2021
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46
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality71
Social0
YouTube0
Engagement51
9
Excellent Areas
0
Good Performance
10
Growth Opportunities
excellent
Episode Length
11 minutes
Performing excellently!
poor
Publishing Consistency
Every 67 days
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Recent Episodes
May 19, 2026
Putting the Gratitude in GRATs—Understanding the Financial Planning and Psychological Effects of This and Other Tax Saving Ideas
<p class="MsoNormal" style="line-height: 105%;"><span style= "font-family: 'Arial Narrow',sans-serif;">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 benefits of a GRAT, as well as the nuances required to successfully carry it out. The episode also analyzes the psychological effects first generation wealth and inherited fortunes can have if not planned for carefully.</span></p> <p class="MsoNormal" style="line-height: 105%;"> <strong><span style="font-family: 'Arial Narrow',sans-serif;">Speakers:</span></strong></p> <p class="MsoNormal" style="line-height: 105%;"><span style= "font-family: 'Arial Narrow',sans-serif;"><a href= "https://www.lowenstein.com/people/attorneys/warren-racusin"><strong> Warren K. Racusin</strong></a>, Of Counsel, Trusts & Estates <strong><br /></strong></span><a style= "font-family: 'Arial Narrow', sans-serif;" href= "https://www.lowenstein.com/people/attorneys/michael-gooen"><strong>Michael N. Gooen</strong></a><span style= "font-family: 'Arial Narrow', sans-serif;">, Partner, Trusts & Estates</span> <strong style= "font-family: 'Arial Narrow', sans-serif;"><br /> </strong><span style= "font-family: 'Arial Narrow',sans-serif;"><a href= "https://draysonmews.com/dr-paul/"><strong>Dr. Paul Hokemeyer</strong></a>, (J.D., Ph.D.), Founder and Principal, Drayson Mews</span></p>
February 11, 2026
The One Big Beautiful Bill: It's Big, But How Beautiful Is It?
<p class="xmsonormal" style="line-height: 105%;"><span style= "font-size: 11.0pt; line-height: 105%;">In this episode of Splitting Heirs, partners <a title= "https://www.lowenstein.com/people/attorneys/beth-kaufman" href= "https://www.lowenstein.com/people/attorneys/beth-kaufman">Beth Shapiro Kaufman</a>, National Chair of Private Client Services and Trusts and Estates Chair, and <a title= "https://www.lowenstein.com/people/attorneys/kristin-taylor" href= "https://www.lowenstein.com/people/attorneys/kristin-taylor">Kristin V. Taylor</a> join host <a title= "https://www.lowenstein.com/people/attorneys/warren-racusin" href= "https://www.lowenstein.com/people/attorneys/warren-racusin">Warren K. Racusin</a> to discuss the One Big Beautiful Bill <span style= "color: #0d0d0d;">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</span>, Taylor, and Racusin elaborate on and debunk some of the bill's hot topics, including no tax on tips, no tax on social security benefits, SALT deductions, QSBS, and the 2/37ths rule.</span></p> <p class="xmsonormal" style="line-height: 105%;"> <strong><span style= "font-size: 11.0pt; line-height: 105%;">Speakers:</span></strong></p> <p class="xmsonormal" style="line-height: 105%;"><span style= "font-size: 11.0pt; line-height: 105%;"><a href= "https://www.lowenstein.com/people/attorneys/warren-racusin"><strong> Warren K. Racusin</strong></a>, Partner and Chair, Trusts & Estates<br /></span> <a style="font-size: 11pt;" href= "https://www.lowenstein.com/people/attorneys/beth-kaufman"><strong>Beth Shapiro Kaufman</strong></a><span style="font-size: 11pt;">, Partner, National Chair, Private Client Services<br /></span><span style= "font-size: 11.0pt; line-height: 105%;"><a href= "https://www.lowenstein.com/people/attorneys/kristin-taylor"><strong>Kristin V. Taylor</strong></a>, Partner, Tax, Private Client Services</span></p>
January 27, 2026
The Art of the Steal—Estate planning for writers, artists and composers (with just a little bit of copyright law)
<p class="MsoNormal" style="line-height: 105%;">In this episode of Splitting Heirs, host <u><span style= "color: #467886;"><a title= "https://www.lowenstein.com/people/attorneys/warren-racusin" href= "https://www.lowenstein.com/people/attorneys/warren-racusin" target="_blank" rel="noopener">Warren K. Racusin</a></span></u> invites Lowenstein partner <u><span style="color: #467886;"><a title= "https://www.lowenstein.com/people/attorneys/matt-savare" href= "https://www.lowenstein.com/people/attorneys/matt-savare" target= "_blank" rel="noopener">Matt Savare</a></span></u> and <u><span style="color: #467886;"><a title= "https://www.juilliard.edu/music/faculty/feller-bart" href= "https://www.juilliard.edu/music/faculty/feller-bart" target= "_blank" rel="noopener">Bart Feller</a></span></u>, 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 copyright, including author rights, for hire and not for hire stipulations, and termination timelines. The episode also analyzes examples of similar songs, determining whether or not the musician may be infringing copyright on the original work.</p> <p class="MsoNormal" style= "margin-bottom: 12.0pt; line-height: 105%;"> <strong>Speakers:</strong></p> <p class="MsoNormal" style="line-height: 105%;"> <strong><u><span style="color: #467886;"><a href= "https://www.lowenstein.com/people/attorneys/warren-racusin" target="_blank" rel="noopener">Warren K. Racusin</a></span></u></strong>, Partner and Chair, Trusts & Estates<br /> <strong><u><span style="color: #467886;"><a href= "https://www.juilliard.edu/music/faculty/feller-bart" target= "_blank" rel="noopener">Bart Feller</a></span></u></strong>, Principal flute of the New Jersey Symphony, New York City Opera Orchestra, and Santa Fe Opera Orchestra<br /> <strong><u><span style="color: #467886;"><a href= "https://www.lowenstein.com/people/attorneys/matt-savare" target= "_blank" rel="noopener">Matt Savare</a></span></u></strong>, Partner, Chair, Commercial Contracts, Emerging Companies & Venture Capital, IP & Tech Transactions, Patent Counseling & Prosecution</p>
23 total episodes available
Recent guests on Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Joanne Mournet
Guest
Eric D Weinstock
Guest
Richard Moylan
Guest
Beth Shapiro Kaufman
Guest
Sandra Swirski
Guest
Warren K Racusin
Guest
Molefi McIntosh
Guest
Mavis Gragg
Guest
Megan E Wernke
Guest
Jeffrey J Wild
Guest
Honorable Paul D Wilson
Guest
Zachary Racusin
Guest
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Frequently asked questions
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- What is Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs?
- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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