BobKamman
Level 15

Sounds like your client will sign anything put in front of her, so write a check to yourself for $50,000 on her checking account, have her sign it and take the next couple months off.  

She was the settlor of the trust?  So this wasn't Mom's revocable trust.  Mom told her "sign here" and now she's a settlor (grantor), trustee and beneficiary of her very own trust.  Gets it out of Mom's name so Mom can qualify for taxpayer-financed welfare.

Then her trust discovers it owns a house in 2020.  The people at the escrow company (or the lawyer) ask for her SSN and she obliges them.  They ask her to sign a sales contract and escrow instructions and a deed, and she complies.  Who cashed the check?  Was there ever a bank account for her trust?

Why would the daughter get stepped-up basis, if the mother gave away the property 16 years ago?

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