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Thanks for the sympathy, Catherine and others! I begin jury duty tomorrow for 'two weeks or until dismissed' and know it will be even more challenging trying to get answers and process that last return for 2 German citizens who finally got his ITIN last month. I really don't need this. So I will be in Boston again in September for a week and a wedding. Maybe we can have lunch again and I can see your new digs. Stay tuned! Hmm, the above should have been posted Sunday, somehow I goofed. Meanwhile, the attorney and I finally talked. Her advice was to provide the information from the irrevocable trust dates (grandfather July 2010, no cg, no tax; grandmother September 2013, small cg, no tax) and reiterate that, until the revocable trusts became irrevocable, beneficiary was only potential beneficiary and had no right to info prior. And she could call the attorney or engage a UK-US trust tax specialist and convince the trust attorney otherwise. Beneficiary is vacationing in Italy now so don't know when the fit will hit the shan! Once again, retirement looks better every day...