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Steven M Zelinger's Answers (9236)

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Archived

Challenge the trustee of the family trust for not adding a a beneficiary as requested by grantor

Steven's answer | Answered on December 27, 2015

If the grantor has capacity (which appears questionable) the grantor could have/should have executed an amendment to the trust to carry out his/her...

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Can anyone please explain why my mother cannot take more than the allotted yearly distribution from her IRA?

Steven's answer | Answered on December 27, 2015

As was mentioned - she should certainly take her RMD (required minimum distribution) or she will have to pay a penalty. There is no maximum...

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How much would i approximately be with a competent estate attorney to petition the court for a thorough accounting?

Steven's answer | Answered on December 27, 2015

Ms. Stewart gave a thorough and excellent answer. I would add that the issue of how much it will cost (aside from the burden of who pays) is...

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Can the donations be credited to/used by any of the children instead, if we are able to itemize vs take the std deduction?

Steven's answer | Answered on December 25, 2015

So basically you are asking if you can take a deduction for property that you did not own? If your mother donated it (her property) she is entitled...

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Can a will be challenged for the above reasons?

Steven's answer | Answered on December 24, 2015

I agree with Ms. Stewart as usual. Frankly I do not think that the 'misidentification' you describe in and of itself amounts to anything near...

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What is my personal liability selling this property to a friend

Steven's answer | Answered on December 24, 2015

I agree with Ms. Stewart - the situation is not exactly clear. If the house was sold it would be by the estate because you are not the owner, but...

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Can boyfriends family take his items after death

Steven's answer | Answered on December 24, 2015

Household items are tough since it is hard to prove who owns them, but as for the truck if the title to the vehicle has both names it is likely...

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Who would be the real person to take care of my son inheritance. how would i have chance because i'm his mom?

Steven's answer | Answered on December 24, 2015

If your son is an adult (with capacity) you don't have legal standing to represent him. If the will names him, the executors would be able to deal...

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Can some of the beneficiaries of my Last Will and Testament also be the witnesses to my signature on same?

Steven's answer | Answered on December 24, 2015

While I would advise you to seek the services of an OK attorney to be advised on OK law specifically (I am not an OK attorney) having a beneficiary...

Archived

I would like to execute a power of attorney and name my ex wife as an agent. Will there be any issues with that in the future?

Steven's answer | Answered on December 24, 2015

I think you really are the only one who would know or at least have a better idea of what issues could arise in the future. You can name anyone...