Terry53029
Level 15
Level 15

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. 

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