Steven M Zelinger’s Answers

Steven M Zelinger

Philadelphia Estate Planning Attorney.

Contributor Level 20
  1. Probate Question. Am I required to give a deposition without knowing exactly what I am being accused of from the petitioner?

    Answered about 2 years ago.

    1. Steven M Zelinger
    2. James P. Frederick
    3. Eric Jerome Gold
    3 lawyer answers

    You need an attorney in order to be advised of your rights. To answer some of your questions, a deposition is always within the purview of a court action that has already been filed so it is "court ordered." You may be required to attend the deposition but you need an attorney to know what questions you are or are not required to actually answer.

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  2. I possess a two-sided will from my grandfather. Will the courts accept this?

    Answered over 1 year ago.

    1. Joseph Jonathan Brophy
    2. Steven M Zelinger
    3. Suzanne M Carter
    4. John P Corrigan
    5. Michael S. Haber
    5 lawyer answers

    Ms. Carter gives a good answer. The fact that a will has printing on both sides of the page probably doesn't matter if it meets the other requirements (it is clear it is intended to be a will, it is signed at the end, has witnesses, etc.). The probate office will determine if it is valid. If the will (or more rightly purported will) has an executor named that person should take possession of it if they can and take it, along with a death certificate, for probate. It is usually a good idea...

    10 lawyers agreed with this answer

    1 person marked this answer as helpful

  3. I am named beneficiary of my late father's life ins policies. Do I have to pay taxes on that money? I am in NJ

    Answered about 3 years ago.

    1. Steven M Zelinger
    2. Mary Tom
    3. Christopher Michael Larson
    3 lawyer answers

    If it is as simple as the fact that a life insurance policy owned by your father is payable to you as the named beneficiary you will not owe any income tax as the person receiving the life insurance payment. Generally, life insurance payable to a named beneficiary is not income-taxable to the beneficiary. The only likely source of taxable income here would be if it was actually an annuity that generated a taxable portion which is deemed income in respect of a decedent. Also on a tangential...

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  4. Are wills state specific? Can I get a will in Ca for assets held in Louisiana?

    Answered 7 months ago.

    1. Christine James
    2. Steven M Zelinger
    3. Ivette M Santaella
    4. James Charles Shields
    5. Madison Nhung-My Nguyen
    5 lawyer answers

    When your will is drawn up it is typically based on the state of residence - and the plan would cover assets located everywhere/anywhere. Thus if I live in PA and have a house in NJ my will in PA will be able to dispose of my NJ house or if I have a trust with a situs in PA I can put the NJ house in that same trust. Sometimes there are tax issues to deal with but as for the general disposition, you should usually have only 1 will/trust as your main planning vehicle. If she resdies in...

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  5. Do I have to pay my husbands debts after his death?

    Answered about 1 month ago.

    1. Peter L. Conway
    2. James P. Frederick
    3. Steven M Zelinger
    4. David B. Carter Jr.
    5. John O. Knappmann
    6. ···
    7 lawyer answers

    I'd like to see how they have a lien against the trust. A lawyer would have to know more about the trust you mention to know if it is subject to claims. More than likely the do have a claim against his estate (not you personally). You are always free to negotiate if you can. Just to make sure of the situation and any other issues related to his death I would suggest you consult with a probate/estate administration attorney before you do anything else.

    10 lawyers agreed with this answer

  6. My ex husband died a few months ago and my minor kids are his next of kin. He did not have a Will .

    Answered 12 months ago.

    1. Paul A. Smolinski
    2. Steven M Zelinger
    3. Joseph Franklin Pippen Jr.
    4. Estela Matta
    5. Alan James Brinkmeier
    6. ···
    7 lawyer answers

    Someone needs to open his estate - you would not be the natural person to do so. You can represent your children's interests however. In no event will the property be yours or turned over to you. His estate is responsible for his debts, not you.

    10 lawyers agreed with this answer

  7. My office provides free living trust's to our clients. We are accountants and usually prepare taxes, but in our experience with

    Answered about 1 year ago.

    1. Ruth Elaine McMahon
    2. Lawrence A Ajalat
    3. Pearlette Vivian Toussant
    4. Vance Tate Davis
    5. Steven M Zelinger
    6. ···
    10 lawyer answers

    I don't see how this would not be considered unauthorized practice of law.

    10 lawyers agreed with this answer

  8. Why should you have an Insurance Trust?

    Answered about 1 year ago.

    1. Steven M Zelinger
    2. William Henry Carmines
    3. Michael Leo Potter
    3 lawyer answers

    Insurance trusts usually refer to Irrevocable Life Insurance Trusts (ILIT) which are an arrangement where your life insurance is owned by a trust (not you) in order that the value of the insurance policy is not included in your taxable estate for estate tax purposes. If you have a large estate (say over 5 million with the life insurance) this may in fact be a good idea. Most people who are not in that asset category would have their life insurance proceeds pay to a trust (that they've created...

    10 lawyers agreed with this answer

  9. Is there a listing or posting of a person "Last Will & Testament" on the internet? If so how do you locate it?

    Answered over 1 year ago.

    1. Richard Albert Luthmann
    2. Eric Edward Rothstein
    3. Steven M Zelinger
    4. Joseph Franklin Pippen Jr.
    5. Marco Caviglia
    6. ···
    6 lawyer answers

    You can speak to the county probate office for information.

    10 lawyers agreed with this answer

  10. Can a monetary judgment attach to an estate's real property?

    Answered over 1 year ago.

    1. Peter J Weinman
    2. Paul Karl Siepmann
    3. Steven M Zelinger
    4. Charles Adam Shultz
    5. Nancy Loukus Ballast
    5 lawyer answers

    It shocks me that you do not have an attorney. Run to an attorney immediately.

    10 lawyers agreed with this answer

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