Further to this older topic, I have been unable to find any definitive answer on whether or not a trust that used to be a GRE (now beyond 3 years) is still considered a “listed trust” for filing purposes. I didn’t think it was an express trust since the will didn’t specifically mention any kind of trust, but their lawyer’s office has said “when it’s an Estate and there’s a Will, it’s always an express trust”?
It’s just been a REALLY slow process winding it up due largely to issues among the multiple (7) siblings/heirs/executors. It has >1M in cash but that’s been moved to a non-interest bearing account pending distribution so zero income - this would be for a stub period filing Nov-Dec/24.
Any insight is appreciated,