Brendan S. Kelly

Managing Member and Accountant

Brendan S. Kelly has developed expertise in the area of fiduciary tax and accounting, specializing in forensic accounting as it pertains to trust, estate and guardianship administration. Brendan S. Kelly oversees all of the Firm’s client relations, the preparation and filing of fiduciary income tax returns, individual income tax returns and Estate and Inheritance tax returns, preparation of fiduciary accountings and trust and estate administration.

Donna M. Roibal

Accountant, Paralegal, Notary Public

Donna M. Roibal is responsible for the preparation of Estate and Inheritance tax Returns, fiduciary income tax returns and individual income tax returns. Donna Roibal also handles all aspects of trust and estate administration. Donna Roibal is also a Notary Public of the State of New Jersey.

Janet M. Poland

Accountant, Notary Public

Janet M. Poland is responsible for the preparation of fiduciary accountings, fiduciary income tax returns, individual income tax returns and Forms 990, Return of Organization Exempt from Income Tax. Janet Poland also handles all aspects of trust and estate administration. Janet Poland is also a Notary Public of the State of New Jersey.

Marguerite DiStefano

Administrator, Paralegal - Estates, Trusts and Wills, Notary Public

Marguerite DiStefano is responsible for the day-to-day administrative duties at Sal LaGreca, LLC and assists with the preparation of fiduciary accountings and trust and estate administration. Marguerite DiStefano is also a Notary Public of the State of New Jersey.

Sal LaGreca

Adviser to the Firm

Sal LaGreca’s banking experience exposed him to a broad  range of clients and client services.  While employed by Fidelity Union Trust Company (1972-1980), Sal LaGreca was the Trust Officer responsible for the preparation of the federal and state fiduciary income tax returns, individual income tax returns, partnership returns for Common Trust Funds, Federal Estate Tax Returns and New Jersey Inheritance Tax and Estate Tax Returns.  Sal LaGreca provided post-mortem planning for estate administration and trust department tax compliance.  In addition to his responsibilities as the head of the Tax Department, Sal LaGreca monitored the preparation of fiduciary accountings for estates and trusts. 

            From 1980 through 1982, while  employed by United Counties Trust Company, Sal LaGreca was the Trust Officer responsible for all aspects of estate, trust and guardianship administration, including preparation of fiduciary income tax returns, fiduciary accountings, Federal Estate Tax Returns and New Jersey Inheritance Tax and Estate Tax Returns.  From 1982 through 1985 Sal LaGreca was the head of Personal Trust Administration at First Jersey Bank.  In addition to his responsibilities for all aspects of estate, trust and guardianship administration, Sal LaGreca was responsible for the administration of investment management and custodial accounts and the personal trust operations department.

Sal LaGreca was a member of the advisory counsel to the Office of the Public Guardian for the State of New Jersey (1988-1989). Sal LaGreca prepared formal accountings on behalf of the Office of Public Guardian. Sal LaGreca has served as Court-Appointed Guardian of Property, Administrator CTA and Court-Appointed Accountant for trust and estate matters and continues to serve in such positions today.