qbteachmt
Level 15

"One didn't need the money (left it invested in IMB stock)"

No; left it in the Trust. Not the same concept.

Are you familiar with "push vs pull?"

"and will sell the stock in 2022"

Do they understand how a trust works? It's not a personal investment account. The Trust distributes. The Beneficiaries don't "take." Now you have another uneven year. There should be a trustee managing this.

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