Closely Held Business Planning

Roe Taroff Taitz & Portman, LLP advises clients who wish to organize a business as a corporation, partnership, or limited liability company or who already are principals in such a business to provide for a continuation of the business under various alternatives and reduced exposure to taxes during lifetime and upon death.

Charitable Foundations and Trusts | Estate & Trust Administration | Estate Planning | Guardianships | Insurance Trusts | Medicaid/Medicare Planning | Retirement Benefit Planning | Will and Trust Preparation | Will, Trust and Estate Litigation