Barry Irwin Lutzky focuses his practice in the areas of estate planning, estate administration, estate and trust taxation, and elder law and special needs planning. He crafts customized solutions to meet the individual needs of his clients, and his experience ranges from protecting the assets of the middle class to preserving the wealth of high net-worth individuals.
Immediately prior to joining Schiff Hardin, Barry was a partner at Mazur Carp & Rubin in New York. In July 2013, Mazur Carp & Rubin combined with Schiff Hardin. Barry was previously the managing partner at Freedman, Fish & Grimaldi LLP, one of the nation’s first elder law firms.
EXPERIENCE:
Barry regularly handles a variety of issues related to estates and trusts, including:
- The use of discounting techniques to reduce the size of taxable estates
- Pre- and post-mortem tax planning
- Planning for individuals with significant retirement assets
- The use of trusts to provide clients with economic security while also effectuating their charitable goals
- Implementation of various planning techniques for elderly clients and persons with disabilities to maintain their eligibility for governmental benefits
EDUCATION:
- George Washington University Law School, J.D., 1982
- University of Pennsylvania, B.A., 1979
- University of Pennsylvania, M.A., 1979
BAR ADMISSIONS:
- New Jersey
- New York
PROFESSIONAL MEMBERSHIPS:
- American Bar Association, Real Property and Probate Section
- Estate Planning Council of New York City
- New York State Bar Association, Trusts and Estates Section, Elder Law Section
- New York City Bar Association
Cost
Rate : $$$