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Accountants Who Come To Us For Guidance David M. Kaufmann, CPA Voice: 720.493.4804 Email: contact2@kaufmann-cpa.com Physical Address: 1466 Adobe Falls Way
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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