Do we need to file a tax return on an ab trust that has not yet been divided after 1 spouse's death, and trust was retitled?
Holly's answer
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Answered on January 25, 2013
Certain AB type trusts mandate a division at the death of the first spouse. However, it's become more common (especially if your parents' trust...
Archived
What is the procedure for becoming a co-trustee?
Holly's answer
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Answered on January 25, 2013
You could bring a co-trustee on board by having an amendment to the trust prepared that provides there will be two trustees acting instead of one....
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