Thanks @Anonymous_ Tagteam.
A couple of clarifications however... the grantor also died in 2019, albeit several months after the sale of the home within the trust.
And are you saying that there is a means used by a certified appraiser to put a value (retroactively) to 2007?
The trust expressly stated that while the grantor was alive, its interest was to be used for 'the support, maintenance, health and happiness' of the settlor. The principal, upon her death, was to then be distributed to her children.
Does this change anything wrt your answers? I agree, I think I want professional help on this one.....
