What is the name of your state? FL
I am the one having trouble with a trustee and an illegal 1035 exchange of beneficairy (so it appears). When I aksd the trustee for some proof she sent me a copy of irs form 712 that was submitted to the irs with form 706. A line is totally missing on the 712 and not even on the form as it should be! One attorney I spoke with says that is nothing. I disagree--any one have any thoughts about this? Why would a critical line be missing if there is nothing to hide?
Thanks
I am the one having trouble with a trustee and an illegal 1035 exchange of beneficairy (so it appears). When I aksd the trustee for some proof she sent me a copy of irs form 712 that was submitted to the irs with form 706. A line is totally missing on the 712 and not even on the form as it should be! One attorney I spoke with says that is nothing. I disagree--any one have any thoughts about this? Why would a critical line be missing if there is nothing to hide?
Thanks