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Retirement tax questions
@Opus 17 The Trust was established 2010 by my father’s Trust lawyer. Upon his death this year it became Irrevocable. Although I have been the Successor Trustee since 2010 my father made me a Co-Trustee in 2021 while he was still alive. Being this is the case I think what @tagteam is saying that I don’t have to get permission from the Probate Court.
December 1, 2024
6:02 PM