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June 3, 2019
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Became trustee of Simple Trust upon death of former trustee. Is Form 56 Part II(?) used to identify I am a new Trustee? Confused on how to indicate a change in Trustee.

  • June 3, 2019
  • 1 reply
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    Best answer by Anonymous_

    "Confused on how to indicate a change in Trustee."

    You are providing notice that you are a fiduciary for the trust in Part I of the form and that is actually more than sufficient.

    If you want to be overly diligent, you can complete Line 8 of Part II by checking the box and, once again, entering your name and address as you already did in Part I.

    1 reply

    Employee
    June 3, 2019

    "Confused on how to indicate a change in Trustee."

    You are providing notice that you are a fiduciary for the trust in Part I of the form and that is actually more than sufficient.

    If you want to be overly diligent, you can complete Line 8 of Part II by checking the box and, once again, entering your name and address as you already did in Part I.