You need a CPA or lawyer who is knowledgeable in wills, estates and trusts. If still living, the one who prepared the trust would probably be best. But the bottom line is, because of all the possible scenarios at BOTH the federal and state level when it comes to taxes, you need legal representation that you can personally hold legally and financially liable for the information and advice they give you. You do not have that protection in this public user-to-user forum. Please seek professional help with a pro that you can look in the eyeballs and make it clear that you are holding them financially and legally responsible.
