Can I force a trustee to approve a tax-saving distribution? | NC

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Q: What can I do if the trustee won’t approve a distribution that would reduce my tax burden after I relocate internationally? A: Under North Carolina trust law, start with a written request to the trustee. Ask for the current trust document, any amendments, the relevant account information, and a written decision explaining why the trustee approves or denies the distribution. The trustee’s…