Questions answered by Steven M Zelinger

Archived

Sales Tax in Philadelphia for the World Meeting of Families?

Steven's answer | Answered on September 17, 2015

In terms of your exemption from paying sales tax - you need to file a Pennsylvania REV 72 form and obtain the approved exemption which is based on...

Archived

I am 43 i have recently found my father, unfortunately he has passed on 10 years ago, how do I find out if he had a will,

Steven's answer | Answered on September 17, 2015

If you know where he resided at death you can contact the county probate office to see if a will was ever probated for him.

Archived

Does my mom need to change trust

Steven's answer | Answered on September 17, 2015

Your mother needs to decide what her wishes are and sit down with her own estate planning attorney. When siblings are vying for position like this...

Archived

Is creating a trust the only way to keep my home from going through probate at my decease?

Steven's answer | Answered on September 16, 2015

I would concur with the approaches mentioned - revocable living trust or deeding the property (perhaps reserving a life estate). Each comes with...

Archived

Good morning, I need a referral for a Trust & Estate attorney. I am interested in putting my life insurance benefits in a trust

Steven's answer | Answered on September 16, 2015

Attorneys here cannot directly solicit you but you can use the find a lawyer tab here on AVVO to search for estate planning attorneys local to you.

Archived

Good morning, I have a life insurance policy and I would like to put it in a trust for my sons.

Steven's answer | Answered on September 16, 2015

I am an estate planning attorney in Philadelphia. I do this very often. You would be best served by having a consultation with an estate planning...

Archived

What can I do to get my trust share?

Steven's answer | Answered on September 15, 2015

Well, what does the trust say? She may having nothing more than a moral obligation based on the statement she made. It is possible everything went...

Archived

Can a volunteer administrator override the biological beneficiary of inheriting their loved one's estate?

Steven's answer | Answered on September 15, 2015

What the heck is a "volunteer administrator"? Sounds like a kook showed up and took over with no reason or right to do so and perpetrated a fraud...

Archived

Do I have to return inherited 401k money to an insolvent estate?

Steven's answer | Answered on September 15, 2015

I agree with Ms. Foster. If you were the named beneficiary of a NON-PROBATE asset such as this it is not a part of the estate ("non-probate") and...

Archived

I have a friend that needs help or I'm convinced he will soon be dead.

Steven's answer | Answered on September 15, 2015

I would start by contacting a local social services agency.

Steven M Zelinger's Answers (9236)

Sales Tax in Philadelphia for the World Meeting of Families?

I am 43 i have recently found my father, unfortunately he has passed on 10 years ago, how do I find out if he had a will,

Does my mom need to change trust

Is creating a trust the only way to keep my home from going through probate at my decease?

Good morning, I need a referral for a Trust & Estate attorney. I am interested in putting my life insurance benefits in a trust

Good morning, I have a life insurance policy and I would like to put it in a trust for my sons.

What can I do to get my trust share?

Can a volunteer administrator override the biological beneficiary of inheriting their loved one's estate?

Do I have to return inherited 401k money to an insolvent estate?

I have a friend that needs help or I'm convinced he will soon be dead.