- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@Jozef_G who is specifically named in the Trust as beneficiaries? How did the lawyer handle the possibility that neither your mother or father consumed the money? Please read the trust and let us know.
Also, who is the Trustee of the trust? you?
You are NOT the "grantor", that was your father. At this point it doesn't matter who was the grantor, what is important is who is the Trustee and who are the beneficiaries.
Sunday