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Neil R. Lubarsky, an estate planning, elder law, and tax attorney with offices at 2900 Westchester Avenue, Suite 403 in Purchase, NY, received his law degree from Harvard University in 1980 and his Masters of Law in Taxation (LL.M.) from N.Y.U. in 1984, and has been engaged in the practice of law for over twenty-five years. He is admitted to the bar in both New York and Connecticut.
Mr. Lubarsky has served as an editor and as a columnist on estate planning and elder law matters for “Westchester 60+”, a news paper published by Westchester County. His articles have been published in many estate planning and tax-oriented publications, including the “C.P.A. Journal”.
Mr. Lubarsky is a frequent lecturer for various continuing education programs designed for attorneys, certified public accountants, financial planners, and laypersons. He has lectured for both the New York State Bar Association and the Westchester County Bar Association on Estate Planning and Elder Law matters. He has also been approved by New York state to teach, and has taught, various continuing professional education courses on Estate Planning, Elder Law and Tax matters for both the New York State Society of C.P.A.’s and the New York State Society of life Underwriters. For many years, Mr. Lubarsky served as the Director of Education for the Westchester/Rockland branch of the International Association for Financial Planning.
As an extension of his Elder Law practice, Mr. Lubarsky often helps Senior Citizens recoup investment losses that resulted from dealing with unscrupulous securities brokers. He also sets up special needs trusts for disabled individuals and their families.
Perhaps most importantly, Mr. Lubarsky, as a legal practitioner, is known for his to capacity to make people comfortable with the estate and elder law planning process, his ability to help individuals understand the law, and his orientation towards providing Senior Citizens with effective control over their assets while simultaneously enabling them to achieve their estate planning and asset protection goals.
Mr. Lubarsky, who has lectured for New York State Bar Association Programs, is an active member of the Trusts and Estates and Elder Law Sections of the New York State Bar Association, a member of the National Academy of Elder Law Attorneys, a member of the Fairfield County Bar Association, and a member of the Public Investors Arbitration Bar Association. He has been utilizing sophisticated planning techniques for his clients’ benefit over 25 years. He can be reached at (914) 997-8558. |
| Jeffrey A. Kerman, Associate |
Jeffrey A. Kerman, J.D., is an attorney practicing in the field of Wills, Trust and Estates Law and Elder Law. After eleven years of post-college work in the business community, including participation in several Fortune 150 Company Training Programs, Jeffrey decided to pursue a law career. Mr. Kerman is a J.D. and Environmental Law Program graduate of Pace Law School and he received his B.S. in Business Management with a concentration in Marketing from Binghamton University.
Mr. Kerman is the author of “The New Model Rules Changes and their Effects on the Practicing Attorney in New York,” which appeared in the Spring/Summer 2004 edition of the Westchester County Bar Journal. Mr. Kerman is a member of the Westchester County Woman’s Bar Association, the New York State Bar Association (NYSBA), and the American Bar Association (ABA).
Jeffrey's educational and professional endeavors in the business world augment his perspective on the law and how it can best be applied for the benefit of the firm’s clients. He and his family reside in Westchester. |
| Donna L. Dunford, Paralegal |
| Donna graduated from the Mercy College Paralegal Program in 1990. She was employed as Assistant to General Counsel at ICC Industries, Inc. in Manhattan until joining Neil in 1992. Donna was a three term President of the Westchester/Rockland Paralegal Association, and has been a member of the Berkeley College Advisory Board since 1993. Donna and her family reside in Westchester. |
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