On this episode of “Splitting Heirs,” partner Warren K. Racusin, Chair of Lowenstein’s Trusts & Estates practice, invites Beth Shapiro Kaufman, Lowenstein Sandler partner and National Chair of the Private Client Services group, and Sandra Swirski, founder of the bipartisan advocacy firm Integer, to discuss how the upcoming 2024 presidential election may affect the taxes you have to pay--exclusions (including the ‘deceased spousal unused exclusion’ or DSUE),  and other tax cuts expected to expire soon.  In addition to examining the impact of these sunsetting cuts on a particular client,  they also address the political and legislative factors that influence these kinds of changes.

Speakers:

Warren K. Racusin, Partner and Chair, Trusts & Estates Beth Shapiro Kaufman, Partner, National Chair, Private Client Services Sandra Swirski, Founder, Integer