Could you at least offer a hint of what I need to look for within the trust other than my broad authority to purchase, sell, incur debt, pay off debt and make distributions with full discretion?
My problem is that I am being ping-ponged back and forth between CPA, Tax Attorney and Estate Attorney. An attorney won't answer tax issues and a CPA won't answer legal issues.
The estate was never taken out of the trust because I had been told that the mortgage company would call the note if the deed was changed, but I am now being told that is not true.
There must be someone who can answer both legal and tax questions?
None of these people want to give advice; they want me to hand them the file and let them charge me thousands to resolve it, only to realize that it was not a problem, at all.
