| Estate Planning, Elder Law, Taxation, and Investment Loss Recovery
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Since 1985, the law firm of Neil R. Lubarsky and Associates has been specializing in estate planning, elder law, and tax related matters. Our attorneys are admitted to the bar in both New York and Connecticut.
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Mr. Lubarsky, who has a Harvard Law Degree, a Masters in Tax and over thirty years of legal experience, has been designated as one of very few estate planning attorneys rated best in client satisfaction, in a survey published in 2009, 2010, and 2011 in Westchester Magazine.
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Neil R. Lubarsky and Associates specializes in all aspects of estate planning from the simple to the complex, including: the preparation of wills, trusts, healthcare proxies, durable powers of attorney, family limited partnerships, credit shelter trusts, revocable trusts, qualified personal residence trusts (QPRTS), grantor retained annuity trusts (GRATS), supplemental (special) needs trusts, generation skipping trusts, buy-sell agreements, estate tax returns, and probate petitions. Our objective is to plan for the minimization and elimination of a family's estate tax exposure. Other areas of concentration include planning for the minimization of both estate tax and income tax on pension, profit sharing and IRA balances.
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The elder law practice includes: the preparation of asset protection trusts, planning for long-term care needs, ensuring that senior citizens' residences are protected from nursing home costs, guardianship applications, and medicaid applications. The goal is to protect and preserve a family's assets while enabling family members to qualify for government assistance for their nursing home and other long-term care costs.
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Our firm also provides tax counsel to individuals, partnerships and corporations.
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We have also have substantial experience in and have been very successful in recovering investment losses for individuals who are elderly or retired, as well as for individuals who lack investment experience, and who were placed in unsuitable investments.
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The Law Offices of Neil R. Lubarsky & Associates
2900 Westchester Avenue, Suite 403
Purchase, New York 10577
TEL: 914.997.8558
FAX: 914.220.6183
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Neil R. Lubarsky, Esq.
EDUCATION
A.B. - Columbia College 1977
J.D. - Harvard Law School 1980
Tax LL.M. - NYU Graduate School of Law 1984
PROFESSIONAL CREDENTIALS
Admitted to the New York State Bar
Admitted to the Connecticut Bar
Admitted to the U.S. Tax Court
Admitted to the U.S. Federal District Court of the Southern District of NY
RECOGNITION OF CLIENT SATISFACTION
2009 - Best in Client Satisfaction, Estate Planning - Westchester Magazine
2010 - Best in Client Satisfaction, Estate Planning - Westchester Magazine
2011 - Best in Client Satisfaction, Estate Planning - Westchester Magazine
INSTRUCTOR / LECTURER
(past and present)
Harvard International Tax Program
New York State Bar Association
New York State Society of CPAs
Lorman Continuing Education Seminars
Westchester County Bar Association
New York State Society of Life Underwriters
AFFILIATIONS
(past and present)
Estate Planning Council of Westchester, Inc. - Board of Directors
Financial Planning Association of the Greater Hudson Valley - Director, Vice President of Education
Westchester 60+ Magazine - Contributing Editor
Columbia University Alumni Club of Westchester - Financial Secretary
National Academy of Elder Law Attorneys (NAELA)
Public Investors Arbitration Bar Association (PIABA)
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