Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs

About Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs

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.

Publisher

Lowenstein Sandler LLP

Category

business

Language

en

Explicit

No

First episode

30 Nov 2021

Latest episode

1 Oct 2026

Latest episodes

24 episodes in the feed.

1. 

   1 Oct 2026

   Gimme That Old Time Religion—In my Will

   In this episode of "Splitting Heirs," host Warren K. Racusin speaks with Lowenstein's Bridget Harris and Stacy Singer, National Practice Leader for Trust and Wealth Advisory Services at Northern Trust, about the intersection of religion and estate planning. The conversation explores religious divorce and the role of prenuptial agreements, whether estate plans can condition inheritance on marrying within a faith, traditional Jewish inheritance rules and planning strategies, and how Islamic inheritance principles may differ from secular estate planning. They also discuss why clients seeking to align their estate plans with religious beliefs should carefully consider how those traditions interact with applicable law. Speakers: Warren K. Racusin, Of Counsel, Trusts & Estates Bridget Harris, Senior Counsel, Trusts & Estates Stacy E. Singer, National Practice Leader for Trust and Wealth Advisory Services, Northern Trust

2. 

   19 May 2026

   Putting the Gratitude in GRATs—Understanding the Financial Planning and Psychological Effects of This and Other Tax Saving Ideas

   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. Speakers: Warren K. Racusin, Of Counsel, Trusts & Estates Michael N. Gooen, Partner, Trusts & Estates Dr. Paul Hokemeyer, (J.D., Ph.D.), Founder and Principal, Drayson Mews

3. 

   11 Feb 2026

   The One Big Beautiful Bill: It's Big, But How Beautiful Is It?

   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 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. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Beth Shapiro Kaufman, Partner, National Chair, Private Client Services Kristin V. Taylor, Partner, Tax, Private Client Services

Who has been a guest on Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs

Names identified in recent episode analyses. Showing up to five guests.

• Joanne Mournet
• Eric D Weinstock
• Richard Moylan
• Beth Shapiro Kaufman
• Sandra Swirski

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.7 / 5

15 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 46 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

71

Social presence

0

YouTube

0

Engagement

51

Contact Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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