@Amy111 wrote:
I'm a CPA so my dad thinks I know tax!
Gee, I've heard this before about other friends and family members:
"You're a CPA so you should know everything there is to know about taxes".
"You're a lawyer so you should be able to defend me on my DUI" (the latest one for me, personally, is a request from a friend, acquaintance actually, to file a step parent adoption and, yeah, free of charge of course because he spoke with an attorney who wanted $6k for that).
Doesn't work that way, we both know.
Seek guidance from a local tax professional (or legal counsel). You need someone who can review the terms of your mother's trust and advise you accordingly.
I am sorry for the loss of your mother.
