I am re-posting this under tax strategies as I didn't get any response under the "Inheritence" headingWhen my step-mother died this spring, her will and living trust specified that her assets be divided among the three children (myself & 2 brothers). Before taking our portions, we chose to remove a total of $60,000 from the estate as a donation from the trust to my mother's favorite charity. I expected that my $20,000 could be considered as a charitable donation from me that I could deduct from my taxable income. My brother (executor of her will) says no, the money came from the trust, and not from me. I feel dumb - I guess I should have taken my full share, then sent out the money myself for a deductible donation. What's the real scoop? Is there anything I can do now to make it legitimately deductible? Thanks for any help!
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