Recent content by SJSuser

Thank you for your help. I must as Trustee distribute the cd now by law and all monies in the Trust to the 4 other Trusts equally, one of which is mine and file a final return for the deceased’s Trust 3.5 months after. I first took 1428 out of my individual acct and added it to the Trust acct...

I have to make a distribution of Funds. The Funds are X and include cash and a cd if which if cashed in now would be at present value 78,572.32 because of early withdrawal penalty but it was 80,000 invested initially. Funds X will be later added to Funds Y . The funds must be split four ways. I...