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David M. Kaufmann, CPA
7200 S. Alton Way,
Suite B-195
Centennial, CO 80112
Voice: 720.493.4804
(toll-free) 800.326.6686
Fax: 303.796.7768
(toll-free) 888.326.6686
Email:
contact2@kaufmann-cpa.com |
Problem:
Sometimes it is hard to tell who gets what.
Sometimes financial assets that are described in a will or estate have changed
due to mergers, acquisitions, spin-offs, etc.
Sometimes assets that are not supposed to be liquidated
and spent have been spent.
Sometimes a trustee has been dishonest or simply made very
poor decisions.
Example: A will is created in 1984. (The AT&T
divestiture took place on January 1, 1984.) Heir 1 is to receive all of the AT&T
stock. Heir 2 and Heir 3 are each to receive 1/2 of the "Baby Bells".
The decedent dies in 2005. The AT&T "Family" has gone through many changes
since 1984. Who gets what?
Solution:
Contact us. We have done this type of work on a
national scale. 720-493-4804 or 1-800-326-6686.
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