JHUMPHCPA13
Level 2
06-02-2021
10:13 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No, they are three different people. The trust was established in 1995 by the beneficiary's parents. The trustee is a separate individual. The trust documents state it is an irrevocable trust. The software is currently assessing the tax to the trust. I just want to make sure as this is the first time I have had to handle this type of situation.