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.

Speakers:

Warren Racusin, Chair, Trusts & Estates

Subscribe to Lowenstein Sandler’s Trusts & Estates Podcast: Splitting Heirs via Apple Podcasts/iTunesSoundCloud, Spotify, and YouTube.


READ THE TRANSCRIPT

Kevin Iredell: Welcome to the Lowenstein Sandler podcast series. I'm Kevin Iredell, Chief Marketing Officer at Lowenstein Sandler. Before we begin, please take a moment to subscribe to our podcast series at lowenstein.com/podcasts. Or find us on iTunes, Spotify, Pandora, Google podcast, and SoundCloud. Now let's take a listen.

Warren Racusin: From the law firm Lowenstein Sandler, this is “Splitting Heirs,” an information packed and hopefully entertaining guide to estate planning and the often crazy world of Trusts and Estates. I'm Warren Racusin, Chair of the Trust & Estates group at Lowenstein, welcoming you to our new podcast. Now I know what you're thinking, estate planning? That's going to be dry as dust, boring as the day is long. And besides it's going to be about stuff like death and taxes and who wants to listen to that while you're on your Peloton? Well, you're right. A lot of my colleagues in this business, bless them, have done podcasts that may be informative but they're all code section 2036 this, rule against perpetuities that. We're not going to do that. We're going to give you plenty of practical information to help guide you as you think about your own planning but we're going to do things a little differently.

For one, in addition to some of my colleagues here at Lowenstein, we're also going to have some special guests, psychologists, religious leaders, the head of a charity, maybe even a judge who will bring their perspectives to the process because planning your estate really involves thinking about all of the people, your family and loved ones that are most important to you and the legacy that you want to leave them. Not just the money but the emotional and spiritual legacy, telling them the things that gave your life meaning. So maybe you'll end up thinking about estate planning in some different ways than you do right at the moment.

We'll also tell you some stories, tales, if you will, about how people handled this process well and sometimes not so much. Estate planning brings out the best and the worst in people, which makes it fascinating to think about and sometimes kind of amusing. And every story we tell will be about a real live client or family that we've worked with or know about. You really can't make this stuff up. Again, welcome to our wonderful, sometimes wacky world of estate planning. Our first podcast is called “The $6 Million Wedding,” that should pique your interest just a bit, right? We're looking forward to the ride. Until then, as we say in these parts, have a good one.

Kevin Iredell: Thank you for listening to today's episode. Please subscribe to our podcast series at lowenstein.com/podcasts, or find us on iTunes, Spotify, Pandora, Google podcasts, and SoundCloud. Lowenstein Sandler podcast series is presented by Lowenstein Sandler and cannot be copied or rebroadcast without consent. The information provided is intended for a general audience. It is not legal advice or a substitute for the advice of counsel. Prior results do not guarantee a similar outcome. The content reflects the personal views and opinions of the participants. No attorney client relationship is being created by this podcast and all rights are reserved.

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