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Steven M Zelinger's Answers (9236)

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Archived

Can the "per stirpes" decree be modified?

Steven's answer | Answered on March 26, 2014

Not sure what you mean by the word "decree" - do you mean can the terms of the will be changed? Not if Dad is not competent.

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If my employer is working under 1099 and I am working for him do I need to file my earnings even if he is paying me tax free?

Steven's answer | Answered on March 25, 2014

If you are an independent contractor you should probably use the advice of a tax professional (a CPA) to make sure you are filing your taxes...

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My deceased husband filed our taxes jointly and left behind a large tax debt 3 years ago. I was not aware of this.

Steven's answer | Answered on March 25, 2014

Have you used a tax attorney? Have you explore "innocent spouse" relief? You signed your tax returns I presume so is there some other reason you...

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Do I need an attorney to investigate the trustee of our parent's estate?

Steven's answer | Answered on March 25, 2014

It sounds like you have taken the hands off approach and it is not working. Now is the time to hire your own attorney to force an accounting and...

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Do I need a certified copy of a death certificate to send to my friends debtors once he dies?

Steven's answer | Answered on March 24, 2014

Well, once he passes, your power of attorney duties end. Then it is up to the estate - does he have a will? If not I hope that someone is prepared...

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Do I need to pay tax if I give my bro in law $60000 as gift so that he can start up a business and apply for E2 visa?

Steven's answer | Answered on March 21, 2014

Ms. McMahon answered this very well - probably no tax due based on the gift but you have to report it on Form 709.

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Do I have to pay taxes on money my parents give me?

Steven's answer | Answered on March 21, 2014

There is no federal gift tax on the funds received if you are the recipient of a gift. A gift is not income.

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I went to Surrogate Ct and became Admin. Also went and got bond. Estate is house only and will be shared by myself and nephews.

Steven's answer | Answered on March 21, 2014

Before distribution can be made to the heirs at law (you? Others?), the legitimate debts must be paid. You may benefit from having an attorney as...

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I have a question regarding estate planning.

Steven's answer | Answered on March 21, 2014

Whether you name beneficiaries of the account (payable on death, etc.) or devise it to them via the will, will not have an effect on the value of...

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If I have a lawyer make me an Irrevocable Special Needs Trust can I transfer assets to the Trust in my Will? (please see below)

Steven's answer | Answered on March 21, 2014

"I also need a lawyer to draft this...." yes you do! These are the types of questions that a qualified lawyer can answer for you. I assume you...