Brokerage fee

I'm hoping a tax or estate expert will step in and opine. I suspect it's a complicated situation that depends on who and how many are the beneficiaries, what the relative tax rates are, etc.

If I were a beneficiary, though, I'd be a little peeved if an executor or trust administrator unilaterally donated part of my inheritance to what he or she felt was a worthy cause. I might be sufficiently annoyed to take legal action for breach of fiduciary duty or whatever the appropriate legal term is. But that's just me.

Chip Bearden
JB

Okay, you take the fee, and donate it to the club. Or not.

Thanks Burt, for reminding about trailer transfer. Depending on the state DMV - easy or rough.
Getting a glider back into circulation is a service to soaring.

Muzzy head this week....
Cindy

On Wednesday, October 16, 2019 at 10:54:03 PM UTC-6, CindyB wrote:
Okay, you take the fee, and donate it to the club. Or not.

Thanks Burt, for reminding about trailer transfer. Depending on the state DMV - easy or rough.
Getting a glider back into circulation is a service to soaring.

Muzzy head this week....
Cindy

What kind of glider is it?