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Asker

Posted over 13 years ago.

Thank you, this is excellent. From what we're told this was an A/B mandatory and dad did not disclaim. Need to examine further, asap.

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Asker

Posted over 13 years ago.

Yikes, yes - don't know who the successor trustee is of newer trust - only the initial trust established by parents. This was an A/B mandatory per terms that were confirmed by other attorneys.