qbteachmt
Level 15
03-05-2022
01:41 PM
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"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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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers