Neil R. Lubarsky & Associates Information

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. 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. Our firm also provides tax counsel to individuals, partnerships and corporations. 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.