Recent content by Cynbaz2

Hi All, Thanks for your responses. We each have a testamentary trust as determined by our mother and we have the option to put the shares in. The Will allows for this. We all want to have the trust hold our shares. It looks like I am going to have to get the Broker to move the shares retaining...

I hope you can help. I am Executor of my deceased mother's estate and her shares need to be distributed and she held her shares with a broker who is wanting to charge $85 per transfer if transferred to a chess sponsored account with them. A total of $2040 in fees. Or the other option is to...