Legal Question in Wills and Trusts in California

do you have to give your social security number to the person whom you are a beneficiary in her trust or will


Asked on 10/03/12, 8:47 am

1 Answer from Attorneys
Erin Mauriah Conway-Spatola Goff, Conway-Spatola Law Group

If you are a beneficiary and receive a distribution a K-1 statement should be provided by the Trustee's or the personal representative's CPA. The CPA will want your social security number to link the distribution from the estate to the beneficiary.

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Answered on 10/03/12, 9:02 am


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