Neil R. Lubarsky and Associates

 

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Publications

Credit Shelter Trusts

This article explains how a couple can minimize state and federal estate taxes.

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Credit Shelter Article
Estate Planning and Joint Ownership

This article explains why joint ownership can often end up leading to increased estate taxes and how to minimize your risk.

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Estate Planning and Joint Ownership Article
Grantor Retained Annuity Trusts (GRAT)

This article explains how a trust can be used to legally reduce the value of your income-producing assets by as much as 90% in the eyes of the tax authorities.

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GRAT Article
Qualified Personal Residence Trusts (QPRT)

This article explains how to use a trust to legally minimize the value of you residence(s) for estate tax purposes.

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QPRT Article
Life Insurance and Estate Planning

This article explains how life insurance can most efficiently be used in the estate planning process to fund potential estate tax liabilities.

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Life Insurance and Estate Planning Article
How to Maintain Control over Residence and Protect it from Nursing Home Costs

This article explains how to use a trust to protect the value of your home from being used to pay nursing home costs, while providing for you and your spouse to maintain control over the residence.

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How to Maintain Control over Residence and Protect it from Nursing Home Costs Article
Family Limited Partnership (FLP) Article

This article explains the benefits of family limited partnerships in limiting the legal liability of family members and in reducing potential estate taxes.

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Family Limited Partnership Article