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Steven M Zelinger's Answers (9236)

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Archived

What about taxes? Do we still have to file together or separate or does it matter? Can I drop his health insurance?

Steven's answer | Answered on February 13, 2016

If you are married you will file either married jointly or married separately. You probably will need to file separately. Beyond that you may...

Archived

Can I get my lawyer to have them withdraw what can I do?

Steven's answer | Answered on February 13, 2016

I'm a bit confused - you may have your own lawyer and the court may have appointed a guardian at litem or an attorney for your mother. These are...

Archived

Is it correct that I should be charged for this also considering that I was not advised that there would be an expense?

Steven's answer | Answered on February 13, 2016

Typically such a fee would be borne by the trust. In this case it may be the same difference because your share will be reduced if the trust pays...

Archived

How to calculate Generation Skipping Transfer Tax? It says double, but from what basis?

Steven's answer | Answered on February 12, 2016

How large is this estate overall? Based on the numbers you are mentioning you are nowhere close to having a GST issue. Talk to a professional...

Archived

How can a POA's power be limited or modified?

Steven's answer | Answered on February 12, 2016

If you have capacity to do so - and you should meet with your own attorney separately about this and all these issues - you can revoke or modify...

Archived

I sent a fax for request of beneficiaries change, I have confirmation that it was successful sent, will it hold up if he dies ?

Steven's answer | Answered on February 12, 2016

You have a couple issues here- If the company provided a fax number I would have to assume that they accept faxed documents and I would also argue...

Archived

What rights do we have as far as information? Are their deadlines, for both providing info and completion of trust fund setups?

Steven's answer | Answered on February 12, 2016

It sounds like you need to be a bit more forceful in your demands. The beneficiaries are entitled to the information you seek - the documents...

Archived

Can I make a claim against a Will that has not gone to Probate?

Steven's answer | Answered on February 12, 2016

The other attorneys have offered good answers - you may be able to compel the production or probate of the will. As noted it is possible changes...

Archived

Can a home in a special needs trust ever be reversed back to the parent that set up the trust?

Steven's answer | Answered on February 12, 2016

If you set up a revocable living trust then the answer is yes, so long as you are alive (or alive bu incapacitated perhaps). The Trust would allow...

Archived

What is proper language to do this?

Steven's answer | Answered on February 12, 2016

You are asking the attorneys here to give you specific legal advice which is prohibited. Essentially if someone gives you an answer you are...