Accountants Who Come To Us For Guidance
David M. Kaufmann, CPA
2831 Wyecliff Way
Highlands Ranch, CO 80126
PO Box 632285
Highlands Ranch, CO 80163-2285
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
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?
Contact us. We have done this type of work on a
national scale. 720-493-4804 or 1-800-326-6686.