I'm sorry that I am unable to answer this question as I am only licensed in California. However hopefully you receive answers from some local attorneys who will be knowledgeable in regards to this issue. However, another possible source of information for you would be to just contact a accountant and ask them what their opinion is in regards to this matter. Also, I am extremely sorry to hear about your loss.
I will be happy to speak with you at no cost with a FREE phone consultation if you have a San Diego or California matter. Please call my office at 619-238-1905 or visit my website at www.lawofficeofwilliamdaley.com
Your attorney may be talking about any income taxes that your son may have owed prior to his death. I suggest you clarify this.
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Mr. Lundeen is licensed to practice law in Florida and Vermont. The response herein is not legal advice and does not create an attorney/client relationship. The response is in the form of legal education and is intended to provide general information about the matter within the question. Oftentimes the question does not include significant and important facts and timelines that, if known, could significantly change the reply and make it unsuitable. Mr. Lundeen strongly advises the questioner to confer with an attorney in your state in order to ensure proper advice is received.
This ans. does not create an attorney/client relationship.