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Estate Planning Q&A Series

Can I put my trust distribution request in writing to make clear that I want the withdrawal handled only through the trust and not through side payments? – NC

Can I put my trust distribution request in writing to make clear that I want the withdrawal handled only through the trust and not through side payments? – NC Short Answer Yes. In North Carolina, a beneficiary can make a trust distribution request in writing and state that any approved payment should be made only…

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Estate Planning Q&A Series

Can I require that money I receive come directly from the trust instead of a trustee’s personal funds? – NC

Can I require that money I receive come directly from the trust instead of a trustee’s personal funds? – NC Short Answer Usually, yes. In North Carolina, a trustee is supposed to make trust distributions as part of trust administration, keep trust property separate from personal property, and maintain records that clearly show what came…

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