qbteachmt
Level 15

I saw Estate, not Trust, in the original review. Was the asset already in the trust prior to death? Was the trust an "upon death" trust? Did that "inherited" partnership come from the deceased to your client; or through a trust, and not inherited but distributed? Or, not distributed, because it was worthless while still in the trust?

*******************************
"Level Up" is a gaming function, not a real life function.
0 Cheers