Marie Lombardo Holt

Trust Administrator

P 212.216.1106   F 212.216.8001
1350 Broadway
New York, NY 10018

 

Marie Lombardo Holt

Trust Administrator

P 212.216.1106   F 212.216.8001   mholt@tarterkrinsky.com

Marie Lombardo Holt is a Trust Administrator in the Trusts and Estates practice.

With 38 years of experience, she assists attorneys with all aspects of estate and trust administration, including preparation of petitions for probate and administration, marshalling assets and obtaining valuations. Her work involves the collection of assets, preparation of federal and state estate tax returns, and the preparation, review and maintenance of all trust and estate accountings, including all bookkeeping functions and ultimate distributions of estates and trusts to beneficiaries.

She serves as a liaison among attorneys, clients, taxing authorities, accountants and fiduciaries.

Prior to joining the firm, Marie was a Trust Administrator at Bangser Klein Rocca and Blum, LLP and Frank H Klein, LLC.

Community Involvement

Marie assists families in her community with information to help them connect with organizations that provide services for their elderly family members.

Education
  • St. John’s University Bachelors of Science Degree in Paralegal Studies
  • Adelphi University ABA Program – Certificate in Paralegal Studies
Community Involvement

Marie assists families in her community with information to help them connect with organizations that provide services for their elderly family members.

What I do in my spare time:
I love to cook and bake

Favorite movie/TV character:
When Harry Met Sally and Moonstruck

Quote I live by:
Always do the right thing and Treat people the way you would want to be treated

Education
  • St. John’s University Bachelors of Science Degree in Paralegal Studies
  • Adelphi University ABA Program – Certificate in Paralegal Studies

Marie Lombardo Holt

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