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About Alexander J. Hay
Expertise
I can answer questions on trusts, wills, and specifically the use of Offshore Trusts and Companies in combination with Domestic entities to help with estate planning, tax minimization and asset protection.

Experience
I am a U.S. attorney with offices in the United States and Belize. I have experience helping to protect assets, reduce taxes, and improve investment performance by utilizing global investment techniques.

Education/Credentials
Harvard University, A.B. degree; University of Houston Law Center, J.D. Degree; Fulbright Scholar

 
   

You are here:  Experts > Money > Wills/Estate Planning > Trusts & Estates Law > SSN requests for a Will/Trust

Topic: Trusts & Estates Law



Expert: Alexander J. Hay
Date: 6/2/2008
Subject: SSN requests for a Will/Trust

Question
I have a relative who has passed away and he had a living trust/will with his partner.  His partner is named the survivor of all his assets but he has just asked me for my SSN.  What would be the purpose(s) for needing my SSN?

Answer
Perhaps you are a named beneficiary and don't know it. But why ask me??? Ask the person who is asking you. I wouldn't give my social security number to anyone, but if someone is trying to give you an inheritance it might be worth the trouble.

Good luck!

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