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Steven M Zelinger's Answers (9236)

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Archived

If I am legally separated, can I name a POA who is not a family member?

Steven's answer | Answered on March 14, 2013

You can name whomever you want for those roles. However you would benefit from a consultation with an attorney as the divorce could throw a wrench...

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If executrix presents will and death certificate to bank would that be enought to release deceaseds accounts?

Steven's answer | Answered on March 14, 2013

If the accounts had beneficiaries (or have currently) such as payable on death (POD) then the will is not relevant. If you are the beneficiary you...

Archived

Capital Gains on second property jointly held with right of survivorship in New York.

Steven's answer | Answered on March 14, 2013

I think more facts may be needed but based on the facts presented, 1/2 was gifted to son so it has the original tax basis. The other 1/2 passing...

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What rights do beneficiaries have with regards to a living trust set up in Alabama? Suspect mismanagement of trust.

Steven's answer | Answered on March 13, 2013

Generally speaking, beneficiaries are entitled to the type of information you seek. An unhappy or suspect beneficiary can hire an attorney and...

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Is it legal for my husband to record my skype conversation with my family without my knowledge?

Steven's answer | Answered on March 13, 2013

I assume you are in CA so I defer to the CA attorneys on state law. However, some states, such as NJ have a one-party consent law which allows...

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Who pays taxes when the $7000 from an deceased parent's IRA account is disbursed to the siblings???

Steven's answer | Answered on March 12, 2013

As the other answers indicated, it appears the RMD is taxable but the transfer of the remainder is moving the account to an inherited IRA account...

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After all known final bills have been paid, when is it best to disburse the funds remaining in the account?

Steven's answer | Answered on March 12, 2013

There are way too many facts missing to answer this question properly. The administration of trusts can be complicated and while this may be a...

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Do I have to pay for medical attention I refused and obtained against my will?

Steven's answer | Answered on March 12, 2013

Yes you are still responsible. You received the services and were "Enriched" by receiving them.

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I bought my mothers house when she passed ...and i let my son stay there till he got on his feet...but refuses to get a job and

Steven's answer | Answered on March 12, 2013

If you own the property, you can attempt to have him evicted. Hire an attorney to assist you in eviction proceedings but I hope you can work it...

Archived

How does one force the sale of a home?

Steven's answer | Answered on March 12, 2013

You are asking several different questions. How does one force a sale - if the executors can't agree to sell, you may need a court to intervene. ...