JML222
Level 4
Activity Feed
  • Everything was in a trust and bypassed probate.
    JML222
    1
    Jun 19, 2024
  • Yes, they talked with their attorney who suggested a law suit is the only sure way to get the accountant and executor to talk. The amount they inherited could b...
    JML222
    1
    Jun 19, 2024
  • Right, distribution is a separate issue
    JML222
    Jun 19, 2024
  • Yes, I have seen the real estate closing statement and the estate doc stating client is a 1/3rd heir. Also statements from client and brother that this was the ...
    JML222
    Jun 19, 2024
  • HelloA client received a K-1 from an estate for 2023 tax year, however the amount is roughly $25k off. The accountant and the executor are not accepting or retu...
    JML222
    10
    Jun 19, 2024
Community Stats
Posts 84
Solutions 1
Cheers Given 13
Cheers Received 15
Member Since ‎12-07-2019
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