Recent content by CuriousssOneee

  1. C

    Credit Shelter Trust

    Yes, there is will. All beneficiaries and contingent beneficiary names are listed. It states the money is placed in a tax credit shelter trust for Grandmother's benefit. It says the money is to be held by a trustee-my aunt- who will invest it and take only money made from the investment &...
  2. C

    Credit Shelter Trust

    Hello, my grandparents set up a trust credit shelter type of will for a very large estate. I believe it was set up to mirror each other’s wishes, but I only ever saw my grandfather’s will when he passed. When he passed, I got a copy of only his will. The lawyer who sent it addressed me as...
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