New York Attorney
Benedict J. Pollio, after several years in Accounting, was originally associated with a large international law firm, Coudert Brothers, where he dealt in international corporate, finance, taxation, estate and litigation matters. He founded the Pollio Law Group LLP and its predecessor, Redmond Pollio & Caso LLP, and has concentrated in General Business Transactions; Corporate; Estate Planning; Estate Administration; Estate, Gift, Corporate & Business Succession Tax Planning; Bank Lending; Securities Law and Real Estate matters, as well as coordinating the Firm’s Litigation practice.
In his Estates & Trust, Business Tax Planning practice, he does a great deal of Estate and Gift Tax Planning, Wills, Trusts business, business succession, employment benefits, qualified plans, and the accompanying strategies and documents for a myriad of clients, including many high net worth individuals and business owners. He has been Counsel to several Bank Trust Departments, an investment committee of an international oil company and a national religious denomination, advising on these matters and reviewing a substantial number of Wills, Trusts, Qualified Plans and investment issues. He has drafted a considerable variety of sophisticated tax planning documents and often coordinates the Firm’s drafting. As a New York and Florida attorney, he also handles residence-domicile transitions, strategies and State Audit issues. He has lectured extensively on planning, tax, business succession, business and estate issues. With his accounting/tax background, he has handled numerous and substantial Estate and Gift Tax and other Audits with extraordinary results (and many consequent referrals by other professionals).
Ben’s considerable Corporate expertise includes domestic and international representation of many corporations in a broad spectrum of matters: Mergers & Acquisitions (all phases), Corporate, Securities Law, Executive Compensation, Benefits, Qualified Plans and Tax driven transactions. He has frequently lectured on a range of financial corporate, acquisition, tax and related topics. He has represented, as General Counsel, a wide range of corporate clients (large and small), including a United Kingdom integrated oil company, a National Gas company, several steel companies, a religious denomination, Hospitals and manufacturing, computer, construction, professional, proxy soliciting and brokerage companies. Many of the individuals who he interacts with on the Corporate end are or become clients individually.
Ben represents a number of commercial banks, savings banks and trust departments in various transactions including: Bank Lending (commercial mortgages, lines of credit, SBA deals, construction loans, project financing, asset based loans and more);
He also has had substantial exposure in a wide range of Real Estate matters as part of his Corporate, Bank Lending, Business and Tax Practice (i.e. refineries, production facilities, terminals, storage, & factories). Further, his years of Litigation experience have involved all these areas, i.e., corporate, securities, banking, workouts, valuations, acquisitions, defamation, anti-trust, trade practices, labor, employee benefits, insurance, (personal injury, property, bonds, products and malpractice) construction and will contests, constructions and accountings.
Because of his background as Corporate Counsel and his integrated fields of concentration, he receives many referrals from major accounting and law firms, bankers, investment advisors and other professionals for his guidance in the various practice areas (Corporate, Estate Planing, Tax and business planning, benefit plans and litigation matters).
Education
- St. John’s University, B.A. in Accounting
- St. John’s University School of Law, J.D.
- New York University Graduate School of Law, L.L.M. in Taxation
- New York University Graduate School of Law, Law Professors’ Residency (JSD program)
Professional Associations
- American Bar Association, Member, Business Law, Real Property, Trust & Estate Law, and Taxation Sections
- New York State Bar Association, Former Elected Member of House of Delegates; Member, Business Law and Trusts & Estates Law Sections; Faculty, Tax, Estate & Trust and Corporate
- Association of the Bar of the City New York, Member, Tax, Trusts & Estates Committees
- Nassau County Bar Association, Director (two terms); Former Chair/Lecturer: Corporate/Securities, Banking, Taxation, Attorneys and-Accountants (Founder), Profession and the Courts, Advertising and Finance Committees; Member, Attorneys-Accountants, Corporation Banking & Securities Law, Surrogates Court Estates & Trusts, and Tax Law Committees
- Nassau Lawyers Association, Lecturer
- Florida State Bar Association, Member, Tax and Real Estate Committees
- Internal Revenue Service, District Liaison Committee
Professional Awards and Recognitions
- Nassau County Bar Association, Director’s Award as Chair of the Committee on the Profession of the Courts (new New York Attorneys’ Rules)
- St. John’s University School of Law, Outstanding Alumni Award
- Listed in Who’s Who in American Law and Who’s Who in the East
Publications and Lectures
- Adjunct Professor, St. John’s University School of Law (Securities Regulation)
- Hofstra Law School Advanced Practice Institute, (Tax, Corporate, Banking)
- New York University Graduate Law School, Residency Presentations
- New York State Bar, Faculty, Corporate, Tax, Estates & Trust
- Nassau Lawyers Association, Faculty – Lecturer, Tax Estate & Trust, Corporate
Court Admissions
- New York and Florida Courts
- Several Federal Circuit Courts
- The U.S. Supreme Court
Mr. Pollio is quite active outside his profession, having served on (often Chaired) numerous Educational, Business, Civic, Social, Religious, Charitable and Hospital Group Boards and/or Committees; He served on active duty as a commissioned Officer with the U.S. Marine Corps – Top Secret Cryptographic Class Five Clearance, Liaison Officer –Atlantic Fleet.
