Questions answered by Steven J. Fromm

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Can I use a durable P.O.A with no limitations to set up a trust valued at $500k?

Steven's answer | Answered on January 30, 2011

I agree with the prior attorney completely; do not do this yourself. Also, if he is mentally sharp why not have him create his own trust with his...

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Separated since 09, Do I still have to split my Tax Refund?

Steven's answer | Answered on January 30, 2011

I agree with the prior attorney, but you have the unilateral right to file MFS and do not have to have your husband's permission to do so. As far...

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I did not claim the charitable dontations I made in 2009. Can I claim them this year or would I need refile 2009's.

Steven's answer | Answered on January 30, 2011

You must report these items on the 2009 return. At this point, you need to file a Form 1040X, Amended Return. You will explain the failure to...

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Can a Qualified domestic relation order be collected on (IN ANY WAY) if the 401k funds have been depleated?

Steven's answer | Answered on January 30, 2011

If he has a QDRO, it seems strange he did not file with the 401(k) administrator. Regardless, he has a court order for the QDRO and you clearly...

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Are temporary (rehired every 2 months) employees required to make retirement contributions?

Steven's answer | Answered on January 30, 2011

The automatic deductions from your paycheck should be applicable to the new year. Under these rules, you should have the option to opt out of...

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My uncle is the executor, cousin is going against his his orders...

Steven's answer | Answered on January 30, 2011

This whole thing is really unworkable. You need to meet with an estates attorney to go over the full situation so you can obtain a workable...

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Can I claim my unemployed boyfriend.

Steven's answer | Answered on January 30, 2011

Yes, you may be able to claim him if you meet all the tests as a qualifying relative under IRS rules. For a summary of these rules, please see my...

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Can my fiance claim me and my two teenagers on his taxes?

Steven's answer | Answered on January 29, 2011

I am not sure whether the prior attorney is correct as far as CA income tax law, but she is incorrect at the federal level. However, from a...

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Do the other people on the deed of a house automatically inherit when one of them dies regardless of what is in the will?

Steven's answer | Answered on January 27, 2011

If the house is in joint names with yor sister it goes to her automatically and by operation of law. The terms of will do not control the house in...

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How do you decide what county to file probate in?

Steven's answer | Answered on January 27, 2011

Yes it is the county where the decedent was living and domiciled at the time of death. Where he lived temporarily by way of nursing home or with...

Steven J. Fromm's Answers (9012)

Can I use a durable P.O.A with no limitations to set up a trust valued at $500k?

Separated since 09, Do I still have to split my Tax Refund?

I did not claim the charitable dontations I made in 2009. Can I claim them this year or would I need refile 2009's.

Can a Qualified domestic relation order be collected on (IN ANY WAY) if the 401k funds have been depleated?

Are temporary (rehired every 2 months) employees required to make retirement contributions?

My uncle is the executor, cousin is going against his his orders...

Can I claim my unemployed boyfriend.

Can my fiance claim me and my two teenagers on his taxes?

Do the other people on the deed of a house automatically inherit when one of them dies regardless of what is in the will?

How do you decide what county to file probate in?