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

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 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.

Speakers:

Warren K. Racusin, Partner and Chair, Trusts & Estates
Bart Feller, Principal flute of the New Jersey Symphony, New York City Opera Orchestra, and Santa Fe Opera Orchestra
Matt Savare, Partner, Chair, Commercial Contracts, Emerging Companies & Venture Capital, IP & Tech Transactions, Patent Counseling & Prosecution

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 to properly plan to avoid legal complications.

Speakers:

Warren K. Racusin, Partner and Chair, Trusts & Estates
Deb Guston, Partner, Guston & Guston, LLP
Kimberly Mutcherson, Professor of Law, Rutgers Law School