Mom set this up as revocable trust during her lifetime and I was cotrustee. Now she passed away and I am trustee of the new trust and have access to trust content/income, but if they are not spent in my lifetime, trust passes to my brother and then to his children and so on, generation after generation.
Trust name remained unchanged after mom passed except that it is now "for benefit of" me. It was given my Social Security number. As the trustee, do I have to file a separate tax return for the trust or just report the dividends, etc. under my ss number?
