People

Natalie K. Marfo

Natalie K. Marfo

Associate

Natalie Marfo advises hedge funds and private equity funds on their structuring, formation, and ongoing operational needs, with a particu...

Jason S. Karlinsky

Jason S. Karlinsky

Senior Counsel

Jason Karlinsky has over two decades of experience advising fund managers and institutional investors on formation structuring and operat...

Michael J. Scales

Michael J. Scales

Counsel

Michael Scales advises fund manager and investor clients on all aspects of their businesses, including the structuring, formation, regula...

Beth Shapiro Kaufman

Beth Shapiro Kaufman

Partner
National Chair, Private Client Services
Chair, Trusts & Estates

Beth Shapiro Kaufman has decades of experience providing advice on sophisticated estate planning issues with an eye toward tax efficiency...

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News & Insights

October 2, 2025 | BIS 50 Percent Rule: Starting This Week, Companies Must Research the Ownership of All Foreign Customers

Overview On Monday, September 29, the Department of Commerce’s Bureau of Industry and Security (BIS) released an interim final rule that adopts a 50 percent ownership standard to extend Export Administration Regulations (EAR) end‑user controls to...

October 1, 2025 | Lowenstein Advises Cerity Partners on $5B+ Wealth Management Expansion Through Two Strategic Mergers

Lowenstein Sandler represented Cerity Partners, a leading independent wealth management firm in the U.S., in its merger with Oak Hill Wealth Advisors, a Lansdowne, VA-based wealth management firm. This partnership will expand Cerity Partners’ foot...

October 1, 2025 | Trust Me, I'm a Bank: SEC Provides Relief for State Chartered Trust Companies Acting as Crypto Asset Custodians

Traditional Custody Requirements Under Rule 206(4)-2 of the Advisers Act (the Custody Rule), RIAs with custody of client funds or securities must maintain those assets with a “qualified custodian,” which includes a bank, broker-dealer, futures com...

October 1, 2025

Involuntary Bankruptcy Filings: A Primer for Credit Professionals

The Bankruptcy Code provides many powerful tools to maximize the value of a distressed customer’s assets and generate recoveries for creditors. However, financially distressed customers may decide not to file a bankruptcy petition for any number o...

October 1, 2025 | Federal Court Blocks DOJ Subpoena Targeting Gender-Affirming Care Records

The Department of Justice’s (DOJ) initial attempts to carry out the White House’s goal of eliminating gender-affirming health care to minors have hit substantial roadblocks. As one example, a federal court in Massachusetts last month quashed a DOJ...

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Podcasts

A Slow Burn or a Burn Out: How to Know When You Are Past Your Limits
July 28,2022 | A Slow Burn or a Burn Out: How to Know When You Are Past Your Limits

In this episode of “Real Talk”, hosts Megan Monson, Nicole Fulfree, Rachel Moseson Dikovics, and Amanda K. Cipriano discuss the factors that contribute to burnout culture in the legal profession, the reasons women may be more prone to its conseque...

Employee Benefits Post-Dobbs: What Kinds of Assistance Can Employers Now Offer in Reproductive Healthcare?
July 21,2022 | Employee Benefits Post-Dobbs: What Kinds of Assistance Can Employers Now Offer in Reproductive Healthcare?

Host Megan Monson, partner in Lowenstein’s Executive Compensation and Employee Benefits groups, talks to guests Andrew E. Graw, the group’s Chair, and Julie Levinson Werner, partner in the firm’s Employment practice, about how employers can offer...

Hedge Fund Guy and the Terrible, Horrible, No Good Very Bad Statue
July 19,2022 | Hedge Fund Guy and the Terrible, Horrible, No Good Very Bad Statue

Host Warren K. Racusin, partner and Chair of Lowenstein’s Trusts & Estates practice, talks about how to incorporate charitable giving into your estate plan. Partner Lesley P. Adamo, Vice Chair of the firm’s Tax group, describes different vehic...

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