Poltax75
Level 3
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  • The successor trustee is the client.Thoughts
    Poltax75
    2
    Oct 29, 2025
  • I read the Trust multiple times and realize there might be a problem since the as you suggested the trust was split into two Trusts but both were revocable.At t...
    Poltax75
    4
    Oct 29, 2025
  • The Living Trust had no EIN.The new Irrevocable Trust is called a Remainder Trust.The Trust documents are silent on a name for the Irrevocable Trust .The Broker...
    Poltax75
    1
    Oct 29, 2025
  • I have a client who created an EIN for a irrevocable TRUST which was created from a revocable Living Trust after the death of the owner of the Living Trust.The ...
    Poltax75
    9
    Oct 29, 2025
  • Luckily I only have to deal with two states. But Massachusetts makes it confusing because the put a lien on the Real Estate which may need an Estate filing . Bu...
    Poltax75
    1
    Oct 17, 2025
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Member Since ‎03-24-2022
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