Questions answered by Steven M Zelinger

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Would you recommend I sign this form?

Steven's answer | Answered on January 15, 2016

I agree completely with Ms. Stewart as usual. This is standard operating procedure in PA probate. As she mentioned the accounting itself is...

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What type of account or trust or llc would i need to set up?

Steven's answer | Answered on January 15, 2016

It sounds like you may want to set up a Supplemental Needs Trust (sometimes called a special needs trust). Under this arrangement you can create...

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What more can I do to prove we were married at the time of his death?

Steven's answer | Answered on January 15, 2016

Just off the top of my head (and not knowing what they look for in MN): joint tax returns, joint deeds, bank accounts that are joint, life...

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Capital gain taxes on property

Steven's answer | Answered on January 14, 2016

As was mentioned, it is not terribly difficult to deed the house over and file a gift tax return. Since you are not selling it, you won't have a...

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How do we get a copy of her Will?

Steven's answer | Answered on January 14, 2016

You will have to search, simple as that. If she had a safe deposit box you might try there or at least ask at the bank but there is a special...

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Are there contingent beneficiaries of an estates residuary gift? If not why..? If so how does that work if the main beneficiary

Steven's answer | Answered on January 14, 2016

Are you asking about a particular document or are you asking "can there be"? If you are inquiring about a particular document an attorney would...

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So do I claim my child at the 2016 filing or at the 2017 year filing for the year of 2016?

Steven's answer | Answered on January 13, 2016

Well to get a perfect answer someone would have to read the document - but I would surmise the order (as is typical) refers to the tax year (not...

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I owe the IRS 13000 which 4000 of it is penalties in my taxes of 2013 but I am currently updated with all my taxes I just wanted

Steven's answer | Answered on January 13, 2016

Can you restate your posting with an actual question?

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If a referral is made to the IRS about this non profit and enough evidence will they conduct a full audit ?

Steven's answer | Answered on January 13, 2016

No one can really answer such a question. It is up to the IRS to decide who they audit.

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Do I need to pay the attorney's bill for the work that I explicitly told him not to do and that I never received?

Steven's answer | Answered on January 13, 2016

I agree with the other attorney answers. I will add that most law firms are reasonable when it comes to billing disputes. Especially regarding an...

Steven M Zelinger's Answers (9236)

Would you recommend I sign this form?

What type of account or trust or llc would i need to set up?

What more can I do to prove we were married at the time of his death?

Capital gain taxes on property

How do we get a copy of her Will?

Are there contingent beneficiaries of an estates residuary gift? If not why..? If so how does that work if the main beneficiary

So do I claim my child at the 2016 filing or at the 2017 year filing for the year of 2016?

I owe the IRS 13000 which 4000 of it is penalties in my taxes of 2013 but I am currently updated with all my taxes I just wanted

If a referral is made to the IRS about this non profit and enough evidence will they conduct a full audit ?

Do I need to pay the attorney's bill for the work that I explicitly told him not to do and that I never received?