David M. Kaufmann, CPA
1466 Adobe Falls Way
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?
Contact us. We have done this type of work on a national scale. 720-493-4804 or 1-800-326-6686.