Client is elderly and not competent and owns several properties.

Trustee has bank account authority for the client.

Trustee is not providing information to file the 1099s

Trustee is not allowing me and other key people to see bank statements

Trustee told the property manager that the client owed 400K in taxes for 2025.  The client owed 0.

Trustee is not allowing the bookkeeper to proceed with setting up QuickBooks (which he agreed to do six months ago.)

These are all red flags in my mind.  I'm going to call Aon to see how to proceed.

I am inclined to pressure the trustee to allow us to do the bookkeeping and tax filing in some way, but I have not been in this situation.