sjrcpa
Level 15

"uncle died with an estate plan setting up a grantor trust for my client"

Are you sure about this? Usually it would be the uncle sets up a Grantor Trust with your client as the remainder beneficiary. When uncle dies it is no longer a grantor trust - it becomes a simple or complex trust and must filer a 1041. Sounds like your client is also the Trustee.


The more I know the more I don’t know.