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Updated 3 days ago on . Most recent reply

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22
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11
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John Gonzalez
11
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22
Posts

Looking for Attorney or Corporate Trustee to serve as Fiduciary (IRS forms 56, 2848)

John Gonzalez
Posted

I am setting up a revocable living Trust and and am looking for recommendations on:

1. A proven, reliable, honest Attorney or Corporate entity to serve as Trustee

2. This Trustee will act as Fiduciary

3. I will need the Trustee to engage with the IRS on the Trust's behalf, to execute IRS forms 56, 2848, etc.

Any recommendations please?

Most Popular Reply

User Stats

1,286
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308
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James McGovern
  • Flipper/Rehabber
  • Bloomfield CT
308
Votes |
1,286
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James McGovern
  • Flipper/Rehabber
  • Bloomfield CT
Replied
A trustee doesn’t have to be an attorney. Your requirement may make things more expensive than need be

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