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Anyone familiar with situations like this? Investment lawsuit through FINRA. Should we try to structure this a certain way such as a plaintiff recovery trust?
Anyone familiar with situations like this? Investment lawsuit through FINRA. Should we try to structure this a certain way such as a plaintiff recovery trust? I was wondering if you could point me in the right direction to figure out this legal/tax situation that I am going through. For context, I am a widower. I inherited two traditional IRAs from my wife who passed away when I was very young (45) in 2010. To make a long story short, the "family friend", who is an investment broker, that I trusted to...
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