Quote:
Originally Posted by jhynesrockmtn
Find a lawyer and/or CPA (many tax CPA's are also Lawyers) that has trust experience. Should be a fairly simple issue for them. Your trust as a legal structure should exist on it's own outside of where the funds resided. I believe anyway. It's also quite dependent on the specific documentation, revocable vs irrevocable, etc. I'm a former CPA but more of an audit and SEC guy than tax/trust, so my expertise is quite limited in this area.
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THIS!
I am also a CPA but I'm on forensics. Taxes are not my thing
The proof is on the legal details.