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Client Reviews of Lonnie J. Brown, EA
Read What 1 Client is Saying About Lonnie J. Brown, EA - A Tax Professional from Englewood NJ
Derek Bendrick
Allentown, PA
June 22, 2023
I found out after my Father passed away that an Lonnie is the Trustee on 2 Irrevocable Trusts with he made with my Dads bitter girlfriend 6 days before my father passed away. The trusts put 80% of his assets into them and out of my (his sons) hands. Lonnie claimed my father was in a good mental state but here is an example of his state(See Pictures). My father couldn't tell the time on a clock in his nursing home most of the time, and completely forgot where he was born. He was not in the right state of mind to sign away this type of money but Lonnie agreed to be apart of this. Lonnie is aware of the situation but has not shown any remorse for what happened. We have not heard from him for almost 2 years. He was my fathers tax accountant but we had no prior relationship with him. The Trust requires him to make decisions based on personally knowing the beneficiaries. He knew he wouldn't be qualified to make such big decisions but only cared about making extra money of being the Trustee.
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Individual Taxes - IRS Form 1040
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