Lowenstein Sandler LLP

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Channel • 5 Shows

Business

Business

Updated Jan 27
Business

Business

Updated May 28
Careers

Careers

Updated Monthly
Entrepreneurship

Entrepreneurship

Updated Monthly
Business

Business

Updated Jan 22

May 19

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

May 19

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30 min
May 28

Navigating Inducement Equity Grants to Attract Top Talent

In this episode of Just Compensation, Andrew E. Graw, Chair of Lowenstein's Executive Compensation and Employee Benefits group, Taryn E. Cannataro, and Kate Basmagian discuss inducement equity grants, a tool employers use to attract top talent in competitive markets. The conversation discusses how inducement equity grants can be used to issue awards outside shareholder-approved equity plans, and what employers must look out for to ensure they are complying with proper approval procedures, applicable listing rules, and timely and accurate disclosure requirements. Andrew E. Graw, Partner, Chair, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Kate Basmagian, Partner, Capital Markets & Securities Group

May 28

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13 min
10/03/2025

The Curious Case of the Kid with Five Parents—Estate planning for assisted reproductive technology

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

10/03/2025

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30 min
12/23/2024

Grave Reservations: Everything You Didn't Realize You Want to Know About Cemeteries

Host Warren K. Racusin, Chair of Lowenstein's Trusts & Estates practice, talks about the law and lore of cemeteries with Eric D. Weinstock, and Rich Moylan, president of Green-Wood Cemetery in Brooklyn, New York. They discuss the regulations governing the upkeep and maintenance of these hallowed grounds, the rules about ownership of funeral plots, and the history and architecture of Green-Wood—sprinkling the conversation with some appropriately dark humor. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Eric D. Weinstock, Senior Counsel, Trusts & Estates Richard Moylan, President, Green-Wood Cemetery Music credits: Lacrimosa – Mozart, Cover by Vivienne Sängerin - https://www.youtube.com/@viviennesaengerin I Met Somebody on the Way to the Cemetery – Mark Bishop, ℗ 2023 Sonlite Records

12/23/2024

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29 min
May 21

The Legal Launchpad: Making the Most of Your Summer Associate Experience

In this episode of Women's Initiative Network: Real Talk, Melissa Leidl, Lowenstein's Senior Manager of Entry Level Recruiting, joins host Alessandra M. Moore in the first edition of "The Legal Launchpad" a Real Talk subseries featuring candid conversations about careers in law, the legal profession, and what it takes to succeed. Leidl and Moore share expectations and advice for summer associates, emphasizing the importance of seizing all opportunities throughout the summer. Speakers: Alessandra M. Moore, Associate, White Collar Defense Group Melissa Leidl, Senior Manager of Entry Level Recruiting

May 21

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30 min
06/01/2023

The Intersection of Emerging Trends in M&A/ Private Equity and Reps & Warranty Insurance: The Road Remains Bumpy For Dealmakers

In today's episode of Don't Take No For An Answer, hosts Lynda Bennett and Eric Jesse are joined by Marita Makinen, Partner and Chair of Lowenstein's Mergers & Acquisitions group and Co-chair of its Transactions & Advisory Group, to talk about the intersection of the M&A transactions, private equity deals, and the reps and warranty policies that insure them. The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks. The partners also discuss current hot topics in due diligence, why RWI has become standard for deals of all sizes, and when and where deal flow will stabilize before the end of the year. Speakers: Lynda A. Bennett, Partner and Chair, Insurance Recovery Eric Jesse, Partner, Insurance Recovery Marita A. Makinen, Partner, Chair, Mergers & Acquisitions, Co-chair, Transactions & Advisory Group

06/01/2023

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15 min
02/06/2025

Straying From "the Plan": Patricia Barbieri of Daiichi Sankyo on Journey to Success

In this episode of Real Talk, host Megan Monson chats with Patricia A. Barbieri, Esq., Special Advisor at Daiichi Sankyo, about her career path from paralegal to general counsel and all the steps in between. As she contemplates her upcoming retirement, Pat shares the lessons she has learned along the way and offers advice on ignoring negative self-talk, making (and learning from) mistakes, and being nimble when life goes differently than you initially planned. Speakers: Megan Monson, Partner, Executive Compensation, Employee Benefits Patricia A. Barbieri, Esq., Special Advisor, Daiichi Sankyo

02/06/2025

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25 min
07/27/2023

The Sad Tale of Hubby and Lovey: Preparing One's Estate for the Possibility of Divorce

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 "grey divorce"—when couples in their 50s and older—often with significant assets—decide to go their separate ways. They address the importance of—before initiating divorce proceedings—reviewing all of one's estate planning documents, including beneficiary designations, executors, trusts, and prenuptial agreements, to make sure that they reflect your current wishes, and they illustrate the dangers of failing to prepare for a split with examples of disastrous celebrity breakups. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Sharon L. Klein, EVP, President - Family Wealth, Eastern U.S. Region & Head of National Divorce Advisory Practice, Wilmington Trust, N.A.

07/27/2023

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30 min
09/25/2025

Women Making (Lateral) Moves

In this episode of "Real Talk," host Megan Monson sits down with partner Julia E. Sanabria and Kerry A. Lunz, Lowenstein's Director of Recruiting and Integration, to cover lateral career moves for women in the legal field from both a recruiting and candidacy perspective. Lunz walks listeners through the recruiting and integration processes, highlighting key considerations for candidates making a lateral move. Sanabria then shares her experience transitioning to Lowenstein, discussing her approach to client relationships and how she acclimated to the firm. Speakers: Megan Monson, Partner, Executive Compensation, Employment, and Benefits Julia E. Sanabria, Partner, Real Estate Kerry A. Lunz, Director of Recruiting and Integration

09/25/2025

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17 min
06/29/2023

Mind the Back Door: A Discussion of Insurer Subrogation Rights and Contractual Waiver of Subrogation Provisions

In this episode, the hosts explain waivers of insurers' subrogation rights: what are they, what are the risks, who is bound by them, and how to obtain a waiver from an insurance company. They also discuss specific examples in industries such as construction and cybersecurity. Speakers: Lynda A. Bennett, Partner and Chair, Insurance Recovery Eric Jesse, Partner, Insurance Recovery

06/29/2023

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16 min

Welcome to Lowenstein’s podcast resource page, which provides easy, centralized access to all of our podcasts. Each presentation provides timely insights and information designed to help listeners understand and creatively solve today’s legal and business challenges. We encourage you to check this page periodically, as we will continue to update it with new material.

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