Questions answered by Steven M Zelinger

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Copy of will

Steven's answer | Answered on May 30, 2015

While it may be nice to get a copy of the will you are not entitled to it, strictly speaking. I would be more concerned about what happens between...

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If I am power of attorney for someone, can my personal debts affect them?

Steven's answer | Answered on May 30, 2015

No. You have no need to worry. However given that you have concerns and want to do the right things it may be a good idea to have an attorney...

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How long can an attorney/executor take to distribute a percentage of what was designated in a will when the house sold in March

Steven's answer | Answered on May 30, 2015

There is nothing that I see as unusual or improper here. It does take time to complete these types of matters and if the house sold 2 months ago...

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Are outstanding bills required to be paid when the deceased has named beneficiaries on his non probate assets?

Steven's answer | Answered on May 30, 2015

The general rules are that only probate assets are used for the payment of probate debts so the answer would be that the non-probate assets just...

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As the agent for my Fathers POA can I change the Executor from a friend to myself?

Steven's answer | Answered on May 30, 2015

While you should definitely speak to an attorney it may also be possible to transfer assets or create a trust and use your powers at agent to carry...

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If my mother uses a quit claim deed to add my name to her home so that we own it 50/50 who will be responsible for taxes?

Steven's answer | Answered on May 29, 2015

You are both responsible. More importantly I would seek the advice of counsel before making this transfer. This type of arrangement is usually a...

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If a person has Power of Attorney can he sell the person's house without going to court?

Steven's answer | Answered on May 29, 2015

I concur with my colleagues that while you could sell the home without the need for a court's approval, doing so may violate your fiduciary duties...

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I still haven't completed my taxes and need to report 3 1099's and a 59K distribution from my IRA. How soon do I have to report

Steven's answer | Answered on May 29, 2015

So you filed a return, then filed an amended return and now are going to be doing a second amended return? You are free to amend your return so I...

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A friend of mine died, i took him to the hospital and he died shortly after that. I have his personal belongings,

Steven's answer | Answered on May 29, 2015

If I were you I would ask the family to open probate so that an administrator can be appointed. It is only that person (or an executor under a...

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If incapacitated Spouse1 disclaims interest in deceased Spouse2's trust, do successor trustees manage trust or Spouse1's POA?

Steven's answer | Answered on May 29, 2015

I'm not sure if I am completely clear on the situation here but ... it may be the IC spouse's POA that files the disclaimer on behalf of the IC...

Steven M Zelinger's Answers (9236)

Copy of will

If I am power of attorney for someone, can my personal debts affect them?

How long can an attorney/executor take to distribute a percentage of what was designated in a will when the house sold in March

Are outstanding bills required to be paid when the deceased has named beneficiaries on his non probate assets?

As the agent for my Fathers POA can I change the Executor from a friend to myself?

If my mother uses a quit claim deed to add my name to her home so that we own it 50/50 who will be responsible for taxes?

If a person has Power of Attorney can he sell the person's house without going to court?

I still haven't completed my taxes and need to report 3 1099's and a 59K distribution from my IRA. How soon do I have to report

A friend of mine died, i took him to the hospital and he died shortly after that. I have his personal belongings,

If incapacitated Spouse1 disclaims interest in deceased Spouse2's trust, do successor trustees manage trust or Spouse1's POA?