Pierce Law Group | Estate Administration Lawyers North Carolina
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Can I require trust money to come from the trust directly? | NC

Pierce Law Group

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Q: Can I require that money I receive come directly from the trust instead of a trustee's personal funds? A: Usually, yes — if a distribution is allowed under the trust, you can reasonably ask that it be paid directly from trust assets and backed up by clear records. A trustee is supposed to keep trust property separate from personal money, keep accurate records, and handle distributions as part…

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