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The Pollock Firm LLC
  • Home
  • About Us
    • Kevin A. Pollock, Esq., LLM
    • Elizabeth C. Ketterson, Esq.
    • Merideth E. Ketterer, Esq.
    • Pierson W. Backes, Esq.
    • Franklyn Z. Aronson, Emeritus
    • Joseph D. Priory, Emeritus
    • Supporting Staff
  • Practice Areas
    • Estate Planning
    • Tax Planning
    • Estate Administration
    • Trust Administration
    • Special Needs Planning
    • Business Law
    • Litigation
    • Guardianships
  • Blog
    • Kevin A. Pollock BLAWG
    • Snow Bird Attorney Blog
  • FAQs
    • Common Questions
    • COVID-19 Procedures
  • Contact Us
  • (609) 818-1555
  • Clients
    • Payment
    • Client Portal
The Pollock Firm LLC

Category: Gift Planning

March 13, 2021January 20, 2022Gift Planning

It’s Not Too Late to Protect Your Estate!

It’s Not Too Late to Protect Your Estate!

There are rumors that the current administration intends to cut the $11.7 million estate and gift tax exemption to either $5 million or $3.5 million. While these proposals are always subject to change, it is worthwhile to consider if you should make a gift.

December 21, 2018October 1, 2019Estate Planning, Gift Planning, Social Security

Excellent Social Security Strategy Link

Social Security Strategy

As part of the estate planning process, we frequently need to analyze […]

October 2, 2018February 22, 2021Diclaimer, Estate Planning, Estate Tax, Federal Estate Tax, Gift Planning, Gift Tax, New Jersey

What is a Disclaimer Trust?

Disclaimer Trust

A Disclaimer Trust is a special type of trust often created under […]

February 13, 2014March 5, 2021Capital Gains Tax, Estate Planning, Estate Tax, Federal Estate Tax, Florida, Gift Planning, Gift Tax, New Jersey

Gifting to Parents to Save on Capital Gains Taxes

Gift Planning

As I gaze outside at yet another major snowstorm here in Mercer […]

June 5, 2013March 10, 2021Gift Planning

Receiving Gifts or an Inheritance from Relatives Overseas

Form 3520

If you live in the United States and receive a gift from […]

October 26, 2012November 11, 2020Estate Planning, Estate Tax, Gift Planning, Gift Tax

Making a Year End Gift Before Going Over the Fiscal Cliff

Making a Year End Gift Before Going Over the Fiscal Cliff

Just a reminder, for the rest of this year, every US citizen […]

April 9, 2012March 11, 2021Gift Planning, New Jersey, New York, Pennsylvania, ROTH

Three Gift Ideas—ROTH Style

Gift Ideas—ROTH Style

Idea One—Money One of the questions that frequently comes up when I […]

May 27, 2011March 15, 2021Federal Estate Tax, Gift Planning, Gift Tax

Federal Estate and Gift Taxation of Deathbed Gifts

Often times, a person who is on his or her deathbed will […]

May 26, 2011March 15, 20212503, Annual Exclusion, Estate Planning, Estate Tax, Gift Planning, Gift Tax, Inheritance Tax (相続税), New Jersey, NJ Estate Tax, Tax, Tax Planning

Deathbed Transfers in New Jersey

Deathbed Transfers in New Jersey

Often times, a person who is on his or her deathbed will […]

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The Pollock Firm LLC
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Attorneys at our law firm are
licensed in:

Florida
New Jersey
New York
Pennsylvania

Practice Area

  • Estate Planning
  • Tax Planning
  • Special Needs Planning
  • Estate Administration
  • Trust Administration
  • Business Law
  • Litigation
  • Guardianships

Office Locations

Princeton, New Jersey Office
100 Federal City Road
Suite #C-104
Lawrenceville, NJ 08648
(609) 818-1555
Boca Raton, Florida Office
5499 N. Federal Highway, Suite K
Boca Raton, FL 33487
(561) 247-1557
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