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There is no trust document. This was a small estate return ($50K in income) following death which has still not been distributed out.
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Thanks so much for the reply. That's how I've prepared (unfortunately for them), however just wanting to check that I hadn't missed something. It was form the l...
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A new client just presented me with estate information from 2019 onward. No distributions of income (50K) have been made to the three beneficiaries. I read that...
