The Pollock Firm LLC

The Pollock Firm LLC Wills, Trusts and Estates Law

At The Po***ck Firm LLC, we are dedicated to assisting our clients with complex and routine legal issues in a professional and cost effective manner. It is our goal to ethically and effectively help individuals and small businesses plan for the future, minimize their taxes and achieve their goals. We offer legal counsel in the following practice areas:

· Estate Planning - including prepara

tion of a Last Will and Testament, Financial Power of Attorney, Medical Power of Attorney, Advanced Health Care Directive, Tax Planning, Trust Planning, Business Succession Planning, Asset Protection Planning, Planned Gifting, Philanthropic Planning, International Estate Planning, Probate Avoidance, Wealth Preservation and Long Term Care Planning

· Special Needs Planning - including Guardianships, Special Needs Trust Management Services and drafting Self Settled Special Needs Trusts & Third Party Special Needs Trusts.

· Estate Administration and Probate Administration including Ancillary Administration and preparation of accountings, estate tax returns & inheritance tax returns

· Trust Administration - including Tax Planning, filing tax returns and the preparation of Beneficiary Designation Notices (Crummey Notices)

· Estate Litigation and Probate Litigation - including Will contests and trust litigation

· Tax Litigation – including estate tax, inheritance tax, sales & use tax, corporate business tax and real estate property tax matters

· Personal Injury Litigation – including construction accidents, car accidents and accidents at sea

· Business Law – including Business Formations, drafting employment and independent contractor agreements, Buy-Sell agreements and business restructuring

· Real Estate – including representing you in the purchase or sale of your home

· Sports Law and Entertainment Law – including contract review, contract negotiation, resolutions of contract disputes, licensing and distribution agreements, publishing agreements, Intellectual Property (only Copyright & Trademark), consultations regarding amateur eligibility and Tax Planning

When people hear about Wills and Trusts, they may think of the one-percenters. They may imagine trust fund children usin...
06/29/2026

When people hear about Wills and Trusts, they may think of the one-percenters. They may imagine trust fund children using old money they’ve inherited to travel the world and live lavishly. While for a select few, that is the reality of it, many are left to wonder, “Do I really need an estate plan?” What does estate planning for the middle class even look like?

After all, maybe you plan on simply leaving everything to your children. Maybe you do not think that your estate even warrants having documents to dictate its disposal. A comprehensive estate plan does much more than just direct your assets upon passing.

What is the Purpose of Estate Planning?
Main Estate Planning Documents
At What Point Do I Need An Estate Plan?
Conclusion

What is the Purpose of Estate Planning?

A comprehensive estate plan creates a broad safety net for you. It does this by ensuring that people have the authority to help you with financial and medical decisions while you are alive and after you pass away.

What does estate planning for the middle class even look like? Understand all the basics of a good estate plan for any level of wealth.

A recent decision by the U.S. Court of Federal Claims—the Kwong case—may reopen refund, penalty, and interest relief opp...
05/07/2026

A recent decision by the U.S. Court of Federal Claims—the Kwong case—may reopen refund, penalty, and interest relief opportunities for millions of taxpayers affected by IRS deadlines during the COVID‑19 pandemic. In Kwong v. United States, the court held that federal tax deadlines were automatically suspended for the entire federally declared COVID‑19 disaster period, from January 20, 2020 through July 10, 2023, plus a mandatory 60‑day extension. As a result, certain refund claims and challenges that the IRS previously considered “late” may actually be timely, with many claims now due as late as July 10, 2026.

What Happened in the Kwong Case?

The Kwong case is a very technical case. Taxpayer Terry Kwong sued the United States seeking refunds of penalties the IRS had assessed for earlier tax years.

Normally, a taxpayer has two years after the IRS denies a refund claim to file suit. The IRS argued that Mr. Kwong missed that deadline and asked the court to dismiss the case.

Kwong case ruling tolled IRS tax deadlines during COVID, allowing many taxpayers to seek refunds or penalty relief as late as July 10, 2026

Address

100 Federal City Road, Ste C-104
Lawrenceville, NJ
08648

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5:30pm

Telephone

+16098181555

Website

Alerts

Be the first to know and let us send you an email when The Pollock Firm LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category