Skip to content
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

Tag: Florida

Elder Law

Durable POA or a Traditional POA

Posted on October 9, 2020February 17, 2021
Durable POA or a Traditional POA

A Power of Attorney (“POA”) is a very useful and inexpensive document to obtain. If you do not have a POA, in order for your spouse or loved ones to make financial decisions for you, they must institute a guardianship proceeding. 

Estate Administration

Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust

Posted on March 21, 2018February 22, 2021
3rd Party Supplemental Needs Trust

Recently, I wrote a post explaining the differences between a First Party Special Needs Trust and a Third Party Supplemental Needs Trust.  As you are aware, the goal of a Special Needs Trust or a Supplemental Needs Trust is to provide financial resources to a Special Needs Person in a way that will not cause them […]

Estate Planning

Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts

Posted on March 5, 2018February 22, 2021
Special Needs Trusts Supplemental Needs Trusts

“Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts designed to provide benefits to a person in a way that will preserve the public benefits that he or she is entitled to receive. These types of trusts are most commonly created when a person has some sort of special needs or disability.  […]

Estate Planning

The Best Place To Die (From An Estate And Inheritance Tax Perspective)

Posted on May 8, 2017February 25, 2021
Best Place To Die (From An Estate And Inheritance Tax Perspective)

Best place to die Several years ago, I wrote a few articles comparing the tax consequences of dying in New Jersey, New York, Pennsylvania and Florida.  Now that New Jersey has amended its estate tax laws, I thought I should write another post for 2017 regarding the best place to die. I will write this […]

Estate Litigation

Why Titling Of Assets Is So Important In Second Marriages

Posted on January 23, 2017February 26, 2021
Why Titling Of Assets Is So Important In Second Marriages

I was talking to another estate planning recently and discussing how much of our work involves assisting clients who have blended families. Blended families generally refers to clients who are married but at least one of the spouses has a child from a previous relationship. In comparing stories and ways that we can assist clients, we discovered […]

Animal Trust

New Jersey Enacts Uniform Trust Code into Law

Posted on April 4, 2016October 26, 2018
Uniform Trust Code

While this may not sound like big news, it is actually very exciting that New Jersey has finally enacted the Uniform Trust Code (UTC) into law.  The new law will go into effect on July 17, 2016.  When it does, New Jersey will join Pennsylvania, Florida and a majority of other states in adopting most […]

Bond

Non-residents Non-citizens of the US Should Be Careful of How they Invest in American Assets

Posted on August 11, 2014December 23, 2020
Investing American Assets

Many individuals who live outside of America like to purchase real estate in America or invest in the U.S. Stock Market.  It can be much safer than investing in other parts of the world and often times the individual has children who have moved to America to live or study. Florida and New York are […]

Capital Gains Tax

Gifting to Parents to Save on Capital Gains Taxes

Posted on February 13, 2014November 17, 2020
Gift Planning

As I gaze outside at yet another major snowstorm here in Mercer County, NJ and contemplate how nice it would be if I were visiting my folks near my Boca Raton, Florida office, I am reminded of a tax savings idea that I heard was gaining traction amongst wealthy children whose parents are still living. […]

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
Attorney Advertising | © 2017–2021 The Pollock Firm LLC | Privacy policy and Disclaimers