The Pollock Firm LLC utilizes a collaborative approach to the Estate Planning practice. Whether an estate is large and complex or more modest, we carefully listen to our clients and work with them to develop long-term personal and family goals. Our experience and creativity enable us to provide practical and sensible solutions to the tax and non-tax issues confronting our clients.
Attorney Kevin Pollock has focused on Wills, Trusts & Estates since 2000 when he received his master’s degree in taxation. Our law firm understands that wealth preservation requires legal, tax, and business experience combined with the ability to act as a trusted family advisor and counselor. We prepare a custom estate plan for each client.
A complete estate plan often includes some or all of the following:
Last Will and Testament and Codicils to a WillNo estate plan is complete unless you have prepared a Last Will and Testament to say where you want your money to go, who will be in charge of the assets, and who will take care of your minor children.
Special Needs Trusts, Education Trusts, Animal Trusts, Irrevocable Life Insurance Trusts (ILITs), “IRA Stretch Trusts”, Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), Dynasty Trusts, Charitable Lead Trusts and Charitable Remainder Trusts, among others. Generally, the purpose of any trust is to give money for the benefit of another while still maintaining some control over how and when the beneficiary receives the money.
Coordination of AssetsOne of the most important reasons to hire a competent estate planning attorney is to help you coordinate your Wills and Trusts with Beneficiary Designations on your Retirement Plans, Annuities and Life Insurance Policies.
Specific Advice for Your Personal SituationEach individual has a unique estate planning need. However, some clients have additional planning needs. This may include:
Estate Planning for Permanent Resident Aliens (where at least one spouse is not a US Citizen)Frequently a special trust, known as a Qualified Domestic Trust (QDOT) must be created.