Questions answered by William Anthony Massarweh

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My Third Party Administrator botched my company defined benefit plan. Looking for advice what I can do.

William's answer | Answered on December 31, 2014

The question to be answered is, with these errors on the part of the TPA, what damages resulted to you, to the company, or to any individual...

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401k administrative error related to contribution

William's answer | Answered on December 31, 2014

Compensated? Compensation requires harm, and from that harm there must be damages. What are the damages? You can still contribute the same...

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Is this considered a tax deferred account? (Meaning you're only taxed on withdrawals)

William's answer | Answered on December 31, 2014

From what you are describing this does not sound like any type of Retirement account, which would then make distributiois out of the account...

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If my parents give me a financial gift, will it be held against them if they file a medicare claim?” —

William's answer | Answered on December 31, 2014

The red flag will only be temporary. When filing for Medicare you have to submit past 3 months of statements for Banks and other accounts. So...

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Our child lived with me all year with NO support from the other parent. Can they still claim them on their taxes?

William's answer | Answered on December 31, 2014

Call the IRS and give them the case number listed on the letters sent to you. In no uncertain terms have the agent you speak with document the...

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My wife and I cosigned a car loan 2 weeks ago. Now the dealer said I need to remove my wife as cosigner and resign the contract.

William's answer | Answered on October 24, 2014

I am confused. If you want to build credit history for your wife then She would be the Borrower and you would be the Co-Signer guaranteeing the...

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Personal Property accounting

William's answer | Answered on October 24, 2014

Sounds like the Trustee thinks very little of you as a person, relative, beneficiary. It appears that your request is viewed by the Trustee as...

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Can I make a claim against a small estate probate for funeral expenses I paid using the funds from a policy of the deceased?

William's answer | Answered on October 07, 2014

Why not? You have receipts? Right? Submit your claim and the worst that can happen is that you are in your current position.

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My brother died in accident . Married no children . He was a multi millionaire. Two homes average $500, 000 are ours can protes

William's answer | Answered on October 07, 2014

If there is that much at stake here, then you should be interviewing attorneys in your area to see which one is the best person for you to hire to...

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Are there any lawyers anymore who will take on case and get paid when you do?

William's answer | Answered on October 07, 2014

If I was in Nevada I would help you out. However I am not. Here is my suggestion: 1. Explore all avenues of hiring a Paralegal instead of an...

William Anthony Massarweh's Answers (217)

My Third Party Administrator botched my company defined benefit plan. Looking for advice what I can do.

401k administrative error related to contribution

Is this considered a tax deferred account? (Meaning you're only taxed on withdrawals)

If my parents give me a financial gift, will it be held against them if they file a medicare claim?” —

Our child lived with me all year with NO support from the other parent. Can they still claim them on their taxes?

My wife and I cosigned a car loan 2 weeks ago. Now the dealer said I need to remove my wife as cosigner and resign the contract.

Personal Property accounting

Can I make a claim against a small estate probate for funeral expenses I paid using the funds from a policy of the deceased?

My brother died in accident . Married no children . He was a multi millionaire. Two homes average $500, 000 are ours can protes

Are there any lawyers anymore who will take on case and get paid when you do?