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Steven M Zelinger's Answers (9236)

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Archived

My mother passed away this year. Do I still need to file her taxes for 2014?

Steven's answer | Answered on November 14, 2014

Her final 1040 needs to be filed, yes. The refund if any is due to the estate and if there is tax owned it is a debt of the estate. She may also...

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How to protect my assets and well being if I marry someone who has almost 0 assets?

Steven's answer | Answered on November 14, 2014

You live in Tiburon California? Ask around...you need a prenuptial agreement to protect yourself. I don't think any one can really say how he'll...

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I am the executor of my deceased mother's will. The bank states I need an "original letter of appointment"

Steven's answer | Answered on November 14, 2014

The will has to be probated, which means you need to take the will and death certificate and file the appropriate petition to appoint you as...

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I recently found some incorrect information on a death certificate. It has been about 2 years since my father passed away,

Steven's answer | Answered on November 13, 2014

Since no one in KY has responded I can tell you generally that every state has an office or agency that deals with these records. In PA for...

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I am an co-executor of and estate. The other co-executor petitioned to get me removed. What can I do?

Steven's answer | Answered on November 13, 2014

Sounds to me like you very desperately need a lawyer - if you want to oppose the petition you have to file something to oppose it and if you are...

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Where can I find the law currently in force on trustee's record-keeping obligations?

Steven's answer | Answered on November 12, 2014

Providing an accounting is a basic part of being a trustee. If this is in NJ you might look at the civil rules 4:87-1, for the relevant statutes...

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Will the court deem the trust in dad wiil a educational trust?

Steven's answer | Answered on November 12, 2014

Some trusts (many actually) will having backup language that allows the trustee to withhold making distributions if they are reasonably certain the...

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My share of my Dad's estate is supposed to be poured into an irrevocable trust created by the will. According to the terms of

Steven's answer | Answered on November 12, 2014

My guess is that the shares for grandchildren could be handled as discretionary for the typical education, maintenance/support, health purposes but...

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I am wondering what I need to include in my disclaimer letter to opt out of my father's will who has left his house to his kids.

Steven's answer | Answered on November 12, 2014

I agree 100% with Mr. Green. You should hire your own attorney or perhaps the attorney for the estate can assist in preparing the disclaimer. ...

Archived

Resonding to a motion if i dont agree with the judgeto take the offer

Steven's answer | Answered on November 12, 2014

I have no idea what the question here is. Can you try to restate your question. If you have a legal issue it is best to see a lawyer.