Estate & Trust Administration

Roe Taroff Taitz & Portman, LLP assists individuals and executors and administrators regarding the probate or administration of wills or as trustees under living trust agreements.

We can prepare and/or supervise all necessary tax returns and surrogate forms to resolve outstanding issues with creditors, beneficiaries and taxing authorities. We also represent the fiduciaries in Surrogate's Court until the proceedings are resolved and closed.

Estate Planning | Insurance Trusts | Medicaid/Medicare Planning | Retirement Benefit Planning | Trusts & Estates | Will and Trust Preparation | Will, Trust and Estate Litigation