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2010 FIDUCIARY TAX RETURN-CHECKLIST Consider all those sections that may apply to the trust or estate. GENERAL 1. If any of the assets of the trust are maintained at a brokerage firm, please provide

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1. Individuals or organizations involved in fiduciary responsibilities, such as trustees, executors, or administrators, may require the hl23-fiduciary checklistdoc. This document assists in ensuring compliance with legal and regulatory obligations related to fiduciary duties.
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