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I am the Personal Rep for my fathers will. My brother is Trustee for his Trust. His lawyer
is claiming that I can not prepare the inheritance tax form and final 1040 return. I have been the person helping my father with all his returns and financial work for 38 years. When he got sick last Sept, he was convinced by my brother to change the Trustee position to his name.
Now there is tension! between the 4 adult siblings. I have the Fed Id number for his new Estate trust but are there other forms that need to be filed with IRS? And how can his attorney even suggest that I can't prepare these forms? And if he has his CPA prepare the Trust 1041, should I be able to view it before it's mailed in? Thanks