[WSBAPT] Testamentary Trust

Thomas Fiscus tjf at thomasjfiscus.net
Mon Apr 20 09:30:29 PDT 2026


Hello Listmates -
Decedent's Will specifies that an adult beneficiary's inheritance be held in a HEMS trust with no specified end date and names another beneficiary as Trustee.  Does the trust use the beneficiary's SSN for IRS reporting or does the trust have to acquire its own EIN?  Is it better practice to create a formal trust document and if so would that require receiving instructions or an Order from the probate court?ThanksTom Fiscus
Law Office of Thomas J. Fiscus
Box 1167Eastsound, WA 98245Ph 360-298-0534
WSBA # 44741
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