I have several trust funds. I am paying taxes on one held at Northern Trust, and another held at West Michigan National bank. It turns out that I have been the victim of a complicated tax scheme and am have been forced to pay taxes on money I do not receive.
Northern Trust's employees: Carol Grant Opferman (the trust administrator) and Dan Reilly (the tax preparer) have lied to me repeatedly over the years. They have both told me that I am required to pay taxes on all trust earnings from one of the trusts held at Northern trust & another trust held at West Michigan, even though all the earnings are not distributed to me.
This creates a huge tax bill that is burdensome, and sometimes impossible to pay. According to the tax code this is not correct. I should not pay taxes on money I do not receive. I can not understand why Dan Reilly and Carol Grant Opferman have assisted my father in this tax scam by lying to me.
Jodi
Townsned, Delaware
U.S.A.
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