Posted on Wed Apr 10, 2024, on Formal Accounting
From Our “Ask a Question” Mailbag: “My mother died two years ago. My brother is the Executor but has stopped returning my calls. This didn’t seem like such a complicated estate. When the Executor is taking a long time, what can I do?” What can I do when the Executor […]
Klenk Law
Posted on Mon Jan 11, 2021, on Formal Accounting
From Our “Ask a Question,” Mailbag: “My mother died last year, and my sister became the executor of her estate. Things started well, but then she stopped communicating with our family. She has sold the house, liquidated accounts, but we have no idea about what she has done with the […]
Klenk Law
Posted on Wed Feb 20, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Burlington County, Personal Representative.” What Are Examples of When to Request a Formal Accounting From a Burlington County Executor: Reasons to Request a Burlington County Formal Accounting: Suspected Estate Asset Mismanagement. Mrs. Moorestown named her daughter, Florence, […]
Klenk Law
Posted on Sun Jan 13, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Lehigh County Executor.” What Are Examples of When to Request a Formal Accounting From a Lehigh County Executor: Reasons to Request a Formal Accounting: Suspected Mismanagement of Estate Assets. Mrs. Allentown died leaving a Will which named […]
Klenk Law
Posted on Sat Jan 12, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “What are Examples of Forcing a Power of Attorney to Account?” Examples of Forcing a Power of Attorney to Account: The executor is Given Unsatisfying Answers. Mr. Blue Bell died with a Will naming his son, Jenkintown, as his executor. During Mr. Blue Bell’s life, […]
Klenk Law
Posted on Fri Jan 11, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “When Should a Bucks County Executor File a Formal Accounting?” When Should a Bucks County Executor File a Formal Accounting: When the Beneficiaries Refuse to Sign an Informal Accounting. Mr. Doylestown died with a Will naming his son, New Hope, as his executor. Mr. Doylestown’s […]
Klenk Law
Posted on Thu Jan 10, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “What Are Reasons to Request a Formal Accounting From an Executor.” What Are Reasons to Request a Formal Accounting From an Executor: Theft. Mr. Philadephia died with a Will naming his son, Montgomery, as his executor. The Will divides his estate equally between his four […]
Klenk Law
Posted on Sat Jan 16, 2016, on Formal Accounting
From our “Ask a Question” mailbag: I am the executor of my father’s estate in Bucks County. My sister and I do not speak, so the process has been terrible. She refuses to sign the family settlement agreement I sent her, and instead has petitioned the Orphans’ Court to make me account. Do I need to respond?
Klenk Law
Posted on Sat Oct 31, 2015, on Formal Accounting
From our “Ask a Question” mailbag: My mother has Alzheimer’s, and my uncle has been handling her money for several years as her power of attorney. My sister and I are not given any information about how he is handling her money. Recently, he took his family on a long cruise that I know he could never afford on his own money. My sister and I feel he must have used our mother’s money to pay for his vacation. What can we do?
Your mother’s Power of Attorney names your uncle as her “Agent.” As Agent, he has a fiduciary duty to use those powers to care for your mother. In Pennsylvania, the Agent is given broad powers and very little oversight, but an interested person being able to easily get a court order for the Agent to account for every penny counter balances this flexibility.
Klenk Law
Posted on Fri Aug 21, 2015, on Formal Accounting
From our “Ask a Question” mailbag: My sister willed me a share of the proceeds of her stamp collection. The executor (our brother) told me that he sold the collection and sent me a check. I think the collection was worth much more. How do I get the executor to explain?
You have the legal right to force the executor to account for the stamp collection and give you the details of the sale. If you believe your share should be greater, you can object to his accounting.
Klenk Law
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Peter Klenk is the founding member of Klenk Law, a seven attorney boutique estate planning law firm. We serve clients in Pennsylvania, New Jersey, New York, Minnesota and Florida. Peter Klenk received his Masters in Taxation LL.M. from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!
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"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
Klenk was efficient and professional in designing and executing the necessary documents for my trust, will and associated paperwork after my moving to pa from out of state. This allowed an inherently unpleasant responsibility to be completed with minimal agony and diligence. His web site further enables executed document update and distribution with minimal fuss.
I knew I needed to update my Estate Planning documents created 15 years ago, yet I kept putting it off. Peter, in his no pressure way nudged me to finally check it off my list. The admin staff of Klenk law were very respectful and responsive in working with me to set up dates and times that work for me to talk with Peter over the phone regarding what I wanted to update. Peter answered my questions and explained some things to me. This helped me on some of my estate decision. After our phone talk, I received a draft of the updated documents, and was allowed ample time to review them prior to a final review with Peter over the phone. This pre-signing reviews made the in-person signing time very short. I would highly recommend Klenk Law, because Peter and his staff were professional but friendly, and thorough in the estate planning work they did for me. Thank you, Peter!
Overall I great experience with Daniella and the rest of her team to work with me for my fathers estate. Never was an issue that couldn’t be fixed. I highly recommend klenk Law firm.
My experience with Klenk Law was nothing shy of amazing. I had done some quick research when searching for an estate attorney and was immediately drawn to Klenk Law being a veteran owned business and due to their support for veterans, first responders, and teachers . Every member of their staff was knowledgeable and patient through every step of the process and with all of my questions. They were honest and transparent with pricing and expectations. They were very timely with communications and kept me in the loop throughout the process. I will definitely recommend Klenk Law to friends and family.
We were extremely pleased with the work done by Peter Klenk and members of the staff at Klenk Law. They were very thorough and did the work in a timely fashion. Peter's explanations of the legal system were very clear and helpful. I highly recommend this firm and Peter.
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