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Thomas McJD
Thomas McJD, Attorney
Category: Estate Law
Satisfied Customers: 3170
Experience:  Wills, Trusts, Probate & other Estate Matters
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My mother granted her assets to an irrevocable trust in

Customer Question

My mother granted her assets to an irrevocable trust in January 2013. She died with a will in June 2013. She held no probate assets at the time of her death. All her personal clothing and furniture she had at the time of her death were donated to charity. She owes no personal or estate taxes. Do we need to apply for official executor status to file the 709 form with IRS?
Submitted: 7 months ago.
Category: Estate Law
Expert:  Richard replied 7 months ago.

Good morning. My name is ***** ***** I look forward to helping you.

Can you provide me a bit more information. Just so I understand, can you explain why you need to file the Form 709? Thanks.

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