Tax Counsel, thank you for taking the time to reply to my post. Your information was detailed. You confirmed by understanding of making sure the letter received was from the proper address, and other identifying credentials matched up. They do. Your professional insight, and first hand...
My mother is in a group of beneficiaries in a deceased person's Revocable Living Trust. She has been receiving letters from the lawyer handling the will explaining the steps required to "receive a portion of the Trust proceeds when it is liquidated". In the most recent letter, the lawyer stated...