Questions answered by Steven M Zelinger

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How can I obtain a copy of my grandmother's will? I believe the will was contested. I cannot find it online. Next Steps?

Steven's answer | Answered on December 28, 2013

I believe this was posted twice. Look at the county of residence where she died - the probate office there will have it if she died there and the...

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How can I get my mother to do a will and give her children power of attorney?

Steven's answer | Answered on December 28, 2013

The bottom line is that when an elderly person starts down this path you have to realize you are not going to get logical responses or reasoned...

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How can I obtain a copy of my grandmother's will? I believe my the will was contested. I cannot find it online. Next Steps?

Steven's answer | Answered on December 28, 2013

If you know the county where she resided at death that is the probate office where her probate likely was - go there and ask for a copy.

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Trust was not split at time of spouse's death in 2003 for tax protection purposes.

Steven's answer | Answered on December 28, 2013

The federal estate tax exemption in 2003 was 1,000,000. The exemption at the time of death of the decedent is what would have controlled. It is...

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If a lawyer represented me as a POA and later as executor of an estate 5 years ago, can he represent my husband in our divorce?

Steven's answer | Answered on December 28, 2013

It does sound like a conflict - speak to your attorney about it.

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I need to find out if there is a life insurance policy on my head? And if so from whom and for how much and was anything forged?

Steven's answer | Answered on December 28, 2013

I do not think that if you are not the owner or beneficiary you have a right to know. For example, while it may be hard to get a company to write...

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My father died and did not name a beneficiary to a life surname policy?

Steven's answer | Answered on December 28, 2013

If a person fails to name a beneficiary then the life insurance benefit will be payable to his/her estate. Where it goes via the estaet is...

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Is inheritance tax owed on an inherited account with Wachovia if we leave the $ in the account?

Steven's answer | Answered on December 28, 2013

I am not an OK attorney so I could be wrong but based on a quick search OK doesn't currently have a state inheritance tax or state estate tax. In...

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Can aunt who is executor of living grandma's estate take legal action on sister who is taking care of grandma.

Steven's answer | Answered on December 28, 2013

An executor does not mean anything until the person who named them in the will dies and the probate court appoints them as executor - so executor...

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Want to avoid probate, and administration of revocable living trust. How do I title bank accts

Steven's answer | Answered on December 28, 2013

I think you may be confusing concepts somewhat. For example you say we have separate assets and you presumably want to keep them separate and then...

Steven M Zelinger's Answers (9236)

How can I obtain a copy of my grandmother's will? I believe the will was contested. I cannot find it online. Next Steps?

How can I get my mother to do a will and give her children power of attorney?

How can I obtain a copy of my grandmother's will? I believe my the will was contested. I cannot find it online. Next Steps?

Trust was not split at time of spouse's death in 2003 for tax protection purposes.

If a lawyer represented me as a POA and later as executor of an estate 5 years ago, can he represent my husband in our divorce?

I need to find out if there is a life insurance policy on my head? And if so from whom and for how much and was anything forged?

My father died and did not name a beneficiary to a life surname policy?

Is inheritance tax owed on an inherited account with Wachovia if we leave the $ in the account?

Can aunt who is executor of living grandma's estate take legal action on sister who is taking care of grandma.

Want to avoid probate, and administration of revocable living trust. How do I title bank accts