Grantor Retained Annuity Trusts (GRAT)
Over the years, Mr. Lubarsky's experience and expertise in the areas of estate planning, taxation, and elder law have been, and continue to be, acknowledged and well respected among the legal and financial communities, which is reflected by his being requested to lecture for a variety of professional organizations, including, but not limited to, Harvard's International Tax Program, the New York State Bar Association, the Westchester County Bar Association, the New York State Society of CPA's, the New York State Society of Life Underwriters, and the Lorman Continuing Education Seminars.
The following articles discuss the importance and advantages of certain estate planning and asset protection tools and techniques, and have all been authored by Neil Lubarsky, Esq.
This article explains how a properly structured "beneficiary controlled" trust can significantly reduce the risk of having family monies end up in the hands of unwanted beneficiaries.
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.
This article explains why joint ownership can often end up leading to increased estate taxes and how to minimize your risk.
This article explains how to use a trust to legally minimize the value of you residence(s) for estate tax purposes.
Estate Planning & Joint Ownership
This article explains how life insurance can most efficiently be used in the estate planning process to fund potential estate tax liabilities.
This article explains the benefits of family limited partnerships in limiting the legal liability of family members and in reducing potential estate taxes.
This article explains how a couple residing in New York can minimize state and federal estate taxes.
This article explains how a couple residing in Connecticut can minimize state and federal estate taxes.
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.
This article explains why it is important for a Will to contain an Affidavit of Subscribing Witnesses
This article explains why it is important to create IRA Beneficiary Trusts when leaving retirement assets to family members.