Colorado  |  Wills and Trusts

question bubble
11/08/09, 4:53 am

Legal Question


I recently received an inheritance. It is set up in 3 accounts: an inherited IRA, a GST exempt and a GST Nonexempt account. My brother, myself and my CPA are listed as CoTrustees. My CPA is also listed as Successor Trustee. My CPA is charging fees to the 2 GST accounts, but not to the IRA account. He is charging one account $250.00 quarterly and the other account $650.00 quarterly.

Is he supposed to be charging these accounts while I’m still an active Trustee? Should I be getting paid fees too? Are these fee amounts reasonable?


Search Past Answers: Search   Advanced Search