San Francisco, CA asked in Estate Planning and Tax Law for California

Q: i am a heir to my aunts trust,i inherited $90K. the lawyer is requesting my ss# number. must i give it 2 him?

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1 Lawyer Answer

Ben F Meek III

  • Estate Planning Lawyer
  • Oklahoma City, OK

A: Ask him the purpose for his needing to know. Most likely it is so the Trust can report the distribution of funds to you on IRS Form 1099. That would be a legit reason for needing to know.

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