Hi, I would appreciate any help in clarifying a sticking point concerning my late mother's estate/trust. She established a revocable trust but did not follow through in naming a beneficiary for or joint account holder for her two largest accounts. So they had to go through probate. Am i correct in assuming they fall outside her trust and so I'll have to file separate 1041s, one for the probated assets and another for the assets in her trust ? Thank you for any help.
Statistics: Posted by Rill112 — Tue Sep 10, 2024 1:28 pm — Replies 1 — Views 73
