Search results

  1. S

    Trust Return dates

    My father died October 1, 2025 leaving a substantial estate in a trust. It is my understanding a 706 return or 4768 extension needs to be filed within 9 months - July 1, 2026. I just asked for a copy and was told it didn’t need, and will not, be filed until July 15, 2026….Tomorrow. Ignoring why...
  2. S

    Large Estate — Trustee Frustration

    Thank you for your very reasonable advise. It has become somewhat complicated but we are hopefully on the road to working things out.
  3. S

    Large Estate — Trustee Frustration

    I am one of 5 beneficiaries to a rather large estate. My father died almost 4 months ago. All beneficiaries get along and all are frustrated with the lack of progress administering the trust. 1 home + 2 industrial buildings + bank accounts + brokerage account. There are 2 trustees who are in my...
Back
Top