Posted on Fri Oct 11, 2019, on Estate Litigation
From Our “Ask a Question” Mailbag: “My brother was named the executor for my mother’s estate. He has moved into the house and now refuses to answer my calls. What are the grounds for removal of an executor?” Grounds for Removal of an Executor. An Executor is a fiduciary who […]
Posted on Wed Jun 19, 2019, on Estate Planning
From Our “Ask a Question” Mailbag: “I remarried a wonderful woman with two children. I want to include my step-children in my estate plan. As an estate lawyer near me Philadelphia, do you have suggestions for Estate Planning with Stepchildren?” Estate Planning with Stepchildren. A second marriage brings unique challenges, […]
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 […]
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, […]
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 […]
Posted on Tue Aug 30, 2016, on Estate Litigation
Ask a Question” mailbag: Isn’t it true that theft from estate disqualifies beneficiary from inheriting from that estate? “As the executor of my mother’s estate I was able to prove that my brother stole from my mom. The judge ordered him to return the money. My mother’s Willdivides the assets between all the children equally. Is my brother disqualified from inheriting his share?”
Posted on Thu Jun 23, 2016, on Estate Litigation
From our “Ask a Question” mailbag addresses what to do if the executor refuses to file the Will:
“My sister refuses to file my mother’s Will. She moved into the house and won’t return my calls. What can I do? Should I hire an estate litigator?”
Posted on Fri Jan 22, 2016, on Estate Litigation
My Dad passed away this month. When he died, I found out that I was still on his Delaware County apartment lease as a cosigner. The lease was signed in 2011. I had moved out in 2013, letting the management company know that I wanted off the lease. When I asked if the management company had anything for me to sign, they replied ‘no’. When I had moved out, my Dad had let his brother, his son and his grandson move in. They are still there and the landlord’s been asking them for money for each day they are there past the end of last month. When my Dad died, I just thought I would be morally obligated to remove my Dad’s property and clean. Instead, I am getting a feeling that the landlord wants to hold me responsible for damages, utilities, and possible future rent. My Dad had nothing and I am a stay at home mom of special needs children.
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?
Posted on Mon Dec 28, 2015, on Estate Litigation
From our “Ask a Question” mailbag: I am the executor of my mother’s estate in Delaware County, Pennsylvania. I have advertised the estate and paid all the valid creditors. However, a neighbor of my mother has made a claim for $10,000 that has no validity. Can I make distribution without paying him?
The quick answer is yes, but the correct answer is that you should not.
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!
"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
I was referred to Peter after my divorce to put documents together to protect my assets. He suggested a number of documents that would help protect my children and their future. Also, he put together wills, power of attorney and living wills. I initially spoke with him on the phone, he took 30-40 minutes to understand my situation and explain the benefits of having such documents. After a week or two, I met with him in his office and signed the documents. Everything else was remote phone calls and emails. He re-explained these documents and what whom to share. I am in good hands.
I have worked with Peter Klenk & his associates for some time now and I have found them to be ultra-qualified, knowledgeable and diligent about their work. I highly recommend them.
Great firm. Great people. Happy to refer folks in need to estate planning to Peter and his team. They do great work.
Always professional and very responsive. Everyone on the staff that I have worked with. I look forward to continuing our relationship.
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