Questions answered by Steven M Zelinger

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Sadly, my dad is suddenly showing signs of Alzheimers. He has approx 150K in bank and owns a small piece of commercial real est

Steven's answer | Answered on March 18, 2013

The answer to this question most likely depends on making gifts/transfers to family now and hoping he does not have the need for long-term care for...

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Mothers husband died. He has grown kids but no will. His business and properties in trusts not naming her. File elective share?

Steven's answer | Answered on March 18, 2013

Mr. Frederick offers sound advice, take it. If the trust assets are included in the elective share estate and the property left to her does not...

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Is it possible for a relative to oversee a personal representative and change beneficiaries to co owners?

Steven's answer | Answered on March 18, 2013

I, like Mr. Frederick, cannot figure out what is going on in this situation. Please explain as if no one knows a thing about what is going on.

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Would I qualify for medicaid?

Steven's answer | Answered on March 18, 2013

The other attorneys offer good advice, however, you say nothing of any other assets or income which could make the LLC interest question...

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Taxability of bequest in nj

Steven's answer | Answered on March 18, 2013

"Death tax." i.e., New Jersey Inheritance and Estate tax (and federal estate tax). It is possible that the applicable death taxes were not paid...

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Surviving Spouse and Executor of my husband bed side will, In Probate

Steven's answer | Answered on March 18, 2013

The other attorney's answers are good...but why did you mention "bed side will"? Is there someone who might have an issue with the will or capacity...

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In my divorce agreement my x-husband was suppose to maintain an existing $150,000. life insurance policy.

Steven's answer | Answered on March 18, 2013

I hate to say this, but you need to have the divorce terms enforced if they are not being followed. A court has the power to do this but you "need...

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Defining the word Entity.

Steven's answer | Answered on March 18, 2013

Entity usually refers to a corporation, partnership, LLC or perhaps sole proprietorship. If the person has a business entity/name perhaps they are...

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Is it best to take annunity in lump sum left as a pod or in payments? can taxes be taken out now and how much should be

Steven's answer | Answered on March 18, 2013

Generally speaking taking a lump sum of any retirement product involves paying all the income tax due on the taxable portion, so from a tax...

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A friend of mine in WI inherited property from a person having a will. Is her spouse entitled to any of that inheritance?

Steven's answer | Answered on March 18, 2013

The general rules of law: 1. If a person inherits money it is theirs and they are not obligated to share it, nor can a spouse claim a right to it. ...

Steven M Zelinger's Answers (9236)

Sadly, my dad is suddenly showing signs of Alzheimers. He has approx 150K in bank and owns a small piece of commercial real est

Mothers husband died. He has grown kids but no will. His business and properties in trusts not naming her. File elective share?

Is it possible for a relative to oversee a personal representative and change beneficiaries to co owners?

Would I qualify for medicaid?

Taxability of bequest in nj

Surviving Spouse and Executor of my husband bed side will, In Probate

In my divorce agreement my x-husband was suppose to maintain an existing $150,000. life insurance policy.

Defining the word Entity.

Is it best to take annunity in lump sum left as a pod or in payments? can taxes be taken out now and how much should be

A friend of mine in WI inherited property from a person having a will. Is her spouse entitled to any of that inheritance?