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- Oct 24, 2017
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I am Trustee for my mother’s Revocable Trust and am distributing the Trust assets. There is no probate involved.
My niece has not provided social security numbers for her minor children who are receiving a sizeable sum for college. I cannot set up the accounts without those SSNs. Do I send a W-9 and pray she returns those even though she won’t return my phone calls?
What if she doesn’t? What do I do with the funds since I cannot set up the accounts? I can’t keep them in the present trust account as that must be closed upon disbursement.
Thank you for helping!
My niece has not provided social security numbers for her minor children who are receiving a sizeable sum for college. I cannot set up the accounts without those SSNs. Do I send a W-9 and pray she returns those even though she won’t return my phone calls?
What if she doesn’t? What do I do with the funds since I cannot set up the accounts? I can’t keep them in the present trust account as that must be closed upon disbursement.
Thank you for helping!