Trust and Estate Planning and Administration

Estate and Trust Administration. Trokie Landau offers experienced counsel and assistance in the administration of trusts and estates. Our lead attorney in that area, Allan Metrick, has been handling estates of all sizes and complexity for over 35 years, almost all of that time with major New York firms. He has advised both individuals and financial institutions in administering fiduciary duties, and has himself served as executor and trustee of substantial estates and trusts. In administering estates and trusts, we use the latest and most cost-effective technologies, including software for the preparation of court forms, tax returns and accountings.

Wealth Transfer Planning. Trokie Landau attorneys are well equipped to help their clients preserve family assets and transfer them in a tax-effective manner to their favored beneficiaries. In addition to preparation of wills, revocable trusts and insurance trusts, Trokie Landau offers experienced counsel in the use and preparation of sophisticated trusts and other entities, including insurance trusts, grantor retained annuity trusts, charitable lead and remainder trusts, and family limited partnerships.

Estate Litigation. Trokie Landau offers advice and representation in the resolution of family disputes, including probate litigation, interpretation of wills and trusts, and review and allowance of estate and trust accountings. We are experienced in the resolution of tax disputes with federal and state authorities.