Questions answered by Steven M Zelinger

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My father in law has not changed his will and taken my husband out of his will. does my husbands part in the will revert to me?

Steven's answer | Answered on April 18, 2016

So your FIL died leaving something to your husband, but your husband predeceased his own father? You have to look at the will to determine what...

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Unclaimed property held by the state.

Steven's answer | Answered on April 15, 2016

I'm not clear from your description exactly what the family tree is. If you are close enough in relation you may be able to become administrator of...

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Is a $1 deed from myself to my LLC liable for the gift tax?

Steven's answer | Answered on April 12, 2016

The other attorneys are correct regarding gift tax. I wold note however that in most PA matters this transfer is subject to the real estate...

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What do I do when my ex claimed our daughter when I was supposed to, per a court order.

Steven's answer | Answered on April 12, 2016

As Mr. Welch indicated if you file claiming your child the return will eventually be flagged for review. If you are correct in your understanding...

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If my aunt paid taxes for that long and had lifetime rights, what happens to the property, shouldn’t family get it? and why not?

Steven's answer | Answered on April 12, 2016

Mr Benz offered you a great answer. If the deed was a life estate deed it would typically have remaindermen. If it was a life estate created by a...

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What are the accounting requirements to other beneficiaries for the trustee taking care of finances predeath of the trust owner?

Steven's answer | Answered on April 12, 2016

I agree with Mr. Potter. Beneficiaries often believe that where there is smoke there is fire. Therefore being open and transparent is typically...

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Would the estate have to pay state and fed taxes on a 401k account even though this account was in the estate and awarded to us?

Steven's answer | Answered on April 11, 2016

Mr. Wittlin is correct however it is not clear from your post if the 401k had you each named as beneficiaries or if the 401k lacked a beneficiary...

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Can I stop her and how

Steven's answer | Answered on April 10, 2016

An "executor" is the person who handles someone's estate under their will after they die. If your father is still alive the executor would not yet...

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My question is that if my Dad passes away, will my sister and I have a problem disposing of the Florida property?

Steven's answer | Answered on April 10, 2016

The "friend" is probably incorrect. Have the trust and the deed reviewed by a FL attorney.

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Is the trust or the handwritten document the final authority?

Steven's answer | Answered on April 09, 2016

While I do not know specifically how a court would treat this, I will note that one of the more flexible attributes of a trust is the fact that you...

Steven M Zelinger's Answers (9236)

My father in law has not changed his will and taken my husband out of his will. does my husbands part in the will revert to me?

Unclaimed property held by the state.

Is a $1 deed from myself to my LLC liable for the gift tax?

What do I do when my ex claimed our daughter when I was supposed to, per a court order.

If my aunt paid taxes for that long and had lifetime rights, what happens to the property, shouldn’t family get it? and why not?

What are the accounting requirements to other beneficiaries for the trustee taking care of finances predeath of the trust owner?

Would the estate have to pay state and fed taxes on a 401k account even though this account was in the estate and awarded to us?

Can I stop her and how

My question is that if my Dad passes away, will my sister and I have a problem disposing of the Florida property?

Is the trust or the handwritten document the final authority?