MCEPC Holiday Speaker Luncheon
Join Us Tuesday December 9th for our Annual Holiday Luncheon !
For 2025, the MCEPC NJ is excited to welcome Attorney Kevin A. Pollock, Managing Partner at The Pollock Firm LLC in Lawrenceville, who will be presenting "The Importance of Titling Assets".
Join us for an engaging and interactive event that explores the critical importance of properly titling assets in estate planning and tax planning. Whether helping clients with financial accounts, deeds, business interests, or beneficiary designations, asset titling can make or break your client’s estate plan—and lead to unintended consequences, probate surprises, and tax inefficiencies.
This session will be highly interactive, so come prepared to share your own horror stories and learn from others. Kevin will discuss real-world examples, common mistakes, and practical strategies to ensure assets are titled in alignment with estate planning goals. Whether you’re an attorney, financial advisor, accounting professional, insurance specialist, or trust officer, this seminar will provide valuable insights you can immediately apply in your practice.
REGISTER BELOW for a delicious and festive holiday lunch and riveting dialogiue with Kevin at the Mercer Oaks Country Club from 11:30 am to 1:30 pm.
You Don't Want to Miss This Amazing Year End Opportunity to Lunch and Learn with colleagues !!
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Speaker Bio: Kevin A. Pollock, Esq., LL.M.
Kevin Pollock is the Managing Member of The Pollock Firm LLC, where he leads the Estate Planning Department. Kevin focuses his practice on estate planning, tax planning, probate, business law, charitable giving, and trust administration. He is admitted to practice in New Jersey, New York, Pennsylvania, and Florida. With over two decades of experience, Kevin enjoys bringing a practical, educational approach to client meetings.
Kevin earned his B.A. in History from Rutgers College, studied abroad in Osaka, Japan, and holds a J.D. from Tulane Law School and an LL.M. in Taxation from NYU School of Law. He is a member of the Mercer County Estate Planning Council, the New Jersey Bar Association, and the Mercer County Bar Association.
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