Jessica J. Sauer Admitted to the PA Bar
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Attorney Jessica J. Sauer, Esq. admitted to practice law in PA; Jessica Sauer focuses on Wills, Trusts, Estates, and Guardianship work.
Author: Kevin Pollock
Kevin A. Pollock, Esq., LL.M.
Kevin is the Managing Partner at The Pollock Firm LLC. He works at both the Lawrenceville, NJ office and the Boca Raton, FL office. Kevin focuses in tax, estate planning, probate, business law, charitable giving and trust administration.
Kevin graduated from Rutgers College, with a B.A. in History and a minor in Japanese. He was the recipient of the Henry Rutgers Research Scholarship and a member of Phi Beta Kappa. During his junior year, Kevin studied abroad at the Kansai Gaidai University in Osaka, Japan and can speak conversational Japanese.
Kevin received his Juris Doctorate and Sports Law Certificate from Tulane Law School in 1999 where he was a Legal Research and Writing Fellow, the APALSA Secretary, and a member of the Asian/Pacific-American Law Students Association Moot Court Team.
Kevin graduated from New York University Law School in 2000 with a master's degree in taxation, with a concentration in estate and gift taxation.
Kevin A. Pollock is admitted to practice in New Jersey, New York, Pennsylvania and Florida. Kevin is a member of the New Jersey Bar Association, the Mercer County Bar Association, and the Mercer County Estate Planning Council.
Name TOD Beneficiaries on an Account or Transfer it to a Trust
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One of the most common questions I get as an estate planning attorney is whether clients should name TOD beneficiaries on an account or transfer it a Trust. A TOD beneficiary designation means “Transfer on Death”. Some financial institutions also call this a POD designation (or “Pay on Death”). Usually the people who name TOD […]
NJ Allows Remote Online Notarization
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On April 14, 2020, Governor Murphy signed a new law into effect to help during the pandemic. The new law in NJ allows Remote Online Notarization. Unfortunately, the law was not drafted for the purpose of signing estate planning documents… and it shows. Essentially, we can now notarize Wills, Powers of Attorney, Health Care Powers […]
Covid-19 Announcement
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To our valued clients and professional family: The Pollock Firm LLC shares your concerns about the ongoing Coronavirus (COVID-19) outbreak. Since it is clear that, for the foreseeable future, we must all change how we lead our daily lives and interact with others, we wish to take a moment to discuss the impact on our […]
Reasons to Create a Will
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There are many reasons to create a Will. Overall, it makes it must easier and cheaper to handle your affairs after you pass away. Here are some specific reasons for a Will: General Benefits of Having a Will It ensures a clear WRITTEN clear plan for the distribution of assets after your death. Provides proof of […]
New Law Could Require Changes To Your Special Needs Trust Plan
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The new law specifically allows retirement money that is paid to a Special Needs Trust for a disabled person to be paid out over the lifetime of the disabled person. Whereas, retirement money paid to most adults that is not disabled must be withdrawn over ten years. Accordingly, it may actually be MORE tax efficient now to name a Special Needs Trust as beneficiary of an IRA.
Secure Act Makes Major Changes to the Rules For Inherited IRAs
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The Secure Act makes major changes to the rules for inherited IRAs, 401(k)’s, ROTHS, and other deferrable retirement accounts. Effective January 1, 2020, most non-spousal beneficiaries will be required to withdraw an inherited retirement account within 10 years from the date the original owner dies.
2020 Tax Updates
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The IRS has recently announced many 2020 Tax Updates. The inflation adjustment announcement can be found in Revenue Procedure 2019-44. This includes increases to the federal estate and gift tax exemption limits and increases to the contribution limits to retirement plans. The 2020 Tax Update also increases the income threshold for a small business to […]
2019 Animal Law Symposium
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We are pleased to announce that Kevin A. Pollock has recently been added to the speaking panel for the 2019 Animal Law Symposium. Kevin will be speaking about estate planning for pet owners, including the creation of pet trusts. He will also be discussing relevant income tax laws and NJ Inheritance tax laws that pertain […]