Questions answered by Steven M Zelinger

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Irrevocable trust issue

Steven's answer | Answered on November 25, 2011

Mr. Fromm is 100% correct. It is always difficult to answer trust questions without seeing the trust. There should be specific trustee language...

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How can I find out who my mom's life insurance was left to if i'm not the administer of her estate?

Steven's answer | Answered on November 25, 2011

If it was cashed already, the probability is obviously very high that the named beneficiary appropriately proved to the insurance company that they...

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My mother's estate was final in 2010. I recently discovered stock in her name. Since the case is closed, can I claim the stock?

Steven's answer | Answered on November 25, 2011

Yes, you'll have to reopen the estate. If you are the personal representative, contact the register/surrogate for instruction on steps to reopen...

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Can any legal heir file probate independently of other heirs.

Steven's answer | Answered on November 25, 2011

The prior attorneys all offer sound advice which appears to be consistent with the law in most states. Hire an attorney to apply for letters of...

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Trustee and estate misconduct

Steven's answer | Answered on November 25, 2011

I agree with Mr. Fromm in that the facts are very unclear here. When there are complex facts involved it is best to make the investment in hiring...

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My sister is executor of moms will probate has been over since oct2010 how do i get deed in my name.

Steven's answer | Answered on November 25, 2011

The prior attorneys are correct. You must have a transfer deed from the estate to you as individual owner completed immediately, if you are the...

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If someone abuses their power of attorney while taking care of someone mentally incompetent, how can justice be served?

Steven's answer | Answered on November 23, 2011

The prior attorneys have offered fine and competent advice. Will justice be served? That's impossible to say but it will take time and money, so...

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Is my Brother entitled to everything?

Steven's answer | Answered on November 23, 2011

The prior attorneys all offer good advice. The one thing I would add is that as part of any action you may take if there is believed to be a will...

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Listing of assets - survivorship

Steven's answer | Answered on November 23, 2011

The prior attorneys are 100% correct. Just FYI, most court accountings do not require bank statements attached.

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Using the unified gift tax credit to gift up to 1 million dollars will protect all parties from paying income taxes?

Steven's answer | Answered on November 23, 2011

I agree with the prior attorneys. The question/and/or goal of this proposed transaction is not clear. A donor can gift any money he wishes to...

Steven M Zelinger's Answers (9236)

Irrevocable trust issue

How can I find out who my mom's life insurance was left to if i'm not the administer of her estate?

My mother's estate was final in 2010. I recently discovered stock in her name. Since the case is closed, can I claim the stock?

Can any legal heir file probate independently of other heirs.

Trustee and estate misconduct

My sister is executor of moms will probate has been over since oct2010 how do i get deed in my name.

If someone abuses their power of attorney while taking care of someone mentally incompetent, how can justice be served?

Is my Brother entitled to everything?

Listing of assets - survivorship

Using the unified gift tax credit to gift up to 1 million dollars will protect all parties from paying income taxes?