Level 15
09-20-2022
04:23 PM
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Hi Bob, he's single with two sisters. Dad's will stated that all beneficiary's have equal share of assets set up in sub trust. My client did, but did not inform me. I have asked client to get me a copy of his trust so I don't have to guess what kind it is. Hopefully it was set up like his dads, then there will be no issue. Again thanks for your input.